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On Demand

Community Property – What You Need to Know!


Total Credits: 5.5 CLE, 5.5 Estate & Trust Law Specialization, 1.0 Ethics

Average Rating:
   14
Categories:
Probate & Estate Planning
Original Program Date:
Jun 17, 2021


Description

A collection of accomplished speakers will discuss community property and how it relates to the world of estate planning, trust administration and probate. We will begin the day with a review of the basic (and often misunderstood!) rules of community property and highlight what makes Arizona’s community property rules unique. The program will also include discussion on more advanced aspects of community property with a focus on:

  • Asset protection for couples
  • Estate planning ideas
  • Comparison of community property rules in different states
  • Transmutation agreements within a marriage: prenups and postnups

This program also provides an hour of ethics through a summary of case law and lessons learned related to community property. Speakers will examine the community property issues often underlying contested estates and engage in a discussion about what practitioners can do on the onset of a case to identify and address these issues before they become problems. Join our program to be educated and entertained while learning about community property – an aspect of law that is often overlooked and misunderstood.

Presented by:
Probate and Estate Section; Arizona Section of the American College of Trust and Estate Counsel (ACTEC)

Chair(s):
Elizabeth Noble Rollings Friman, Fleming and Curti PC
Prescott B Pohl, Snell & Wilmer LLP

Faculty:
Jonathan Blattmachr, Pioneer Wealth Partners LLC
Sandra Bensley, Waterfall Economidis Caldwell Hanshaw & Villamana PC
Professor Gerry Beyer, Texas Tech University
Elizabeth Noble Rollings Friman, Fleming and Curti PC
Professor Jamie Ratner, University of Arizona
Robert Schwartz, Dickinson Wright PLLC

Handouts

Reviews

5
4
3
2
1

Overall:      4.4

Total Reviews: 14

Comments

Lilia H

"The presentations were informative but I would have rated it higher if there were more hypotheticals provided during each section. "

Connor K

"The materials, especially, are excellent and provide ample information."

Jenine M

"would be nice if the CLEs were jazzed up a bit with the way the information is presented, it doesn't have to always be so dry. "

Andrew S

"Overall the content was solid. Very little lagging or freezing so relatively smooth sailing."

Dana K

"The speakers were clear and concise, and provided very helpful materials."