SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

This presentation will explore advanced estate planning considerations in the context of complex family dynamics and divorce. Attendees will gain insight into strategies for planning around blended families and second marriages, with a focus on minimizing the risk of accidental disinheritance and conflict. The session will also address the importance of pre- and post-nuptial agreements as tools for legacy preservation. In addition, the presentation will examine the challenges of valuing and dividing assets—particularly business interests and real estate—during divorce, and how these decisions impact long-term estate plans, charitable giving goals, and overall liquidity. Designed for estate planning professionals, this session offers practical guidance on navigating emotionally and financially intricate scenarios with confidence.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Presentation
8:00 - Concluding Remarks

REGISTRATION FEES
Fees are the same for in-person or online attendance. 
Premier Members - No Fee (included in annual dues)
Regular Members - $70
First Time Guests - $80
Return Guests - $100

QUESTIONS?
Contact Danielle@SCCEPC.org

This activity has been approved for 1.0 hours of MCLE credit by the State Bar of California. The Santa Clara Estate Planning Council is a State Bar of California approved MCLE provider, MAP Provider #9350.

This program, Tales from a Third Party Fiduciary, is pending acceptance by the CFP Board for 1.0 hours of CE credit. Credit will be reported directly to the CFP Board on behalf of CFP® professionals who provide their ID number.

A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements.