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You are cordially invited to attend as we sponsor: 

 

Cannon Estate Planning Teleconference 

 

*CLE credits may be available*

Marital Agreements from A to Z

Tuesday, May 21, 2024

1:00-2:30 PM

Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming a foundational component of some clients’ financial security. These agreements must be closely coordinated with the client’s estate plan. Of frequent concern in this area are:

  • What are essential requirements for all marital agreements
  • Tax issues to address in marital agreements
  • Spousal rights in retirement assets
  • Anticipating and handling marital issues with closely-held business interests

PLEASE NOTE: You can elect to attend the teleconference either in-person at our wealth management office listed below or virtual. If attending in-person, program materials will be available at our office. If attending virtually, a link to the teleconference and program materials will be emailed to you approximately one week before the teleconference. Please make your selection below.  

Cambridge Trust Wealth Management 
1000 Elm St, Suite 400, Manchester, NH 03101



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