The wedding vows say "'til death do us part" but divorce changes everything and that means everything has to change - including your estate planning! In this week's episode, Susan Guthrie speaks with Attorney Rebecca Wallenfelsz, leading Trusts & Estates Attorney, about all of the issues and factors that are affected when the marital relationship ends.
Estate planning includes your Last Will & Testament and those decisions about who gets all your stuff after you die, but there is so much more involved in pulling together a proper plan and not all of it is just about what happens when you die. Attorney Rebecca Wallenfelsz has been helping individuals and families to structure their estate planning for almost 25 years and she shares all of the many factors that go into an all-inclusive plan, including disability, guardianship, healthcare matters and yes, who will get your estate when you pass away. Whether you have a plan in place already, or have never created an estate plan, it is all upended when there is a divorce and there are critical actions to take both DURING the divorce and AFTER! This is a must listen episode for everyone who is contemplating divorce, is going through divorce or who has recently finalized their divorce. LISTEN TODAY!
Highlights from this Episode:
More About This Week's Guest: Attorney Rebecca Wallenfelsz is a partner at Chapman and Cutler in the Trusts and Estates Department, and has been practicing law since 1997. Rebecca has extensive experience representing individuals and institutions in estate planning and trust and estate matters. Rebecca’s experience in estate planning matters includes drafting a variety of wills, trusts and premarital agreements, and in planning for and minimizing estate, gift and generationskipping transfer taxes and related income taxes, including taxes related to retirement plan assets. Her practice includes more sophisticated estate planning devices, such as family limited partnerships, grantor-retained annuity trusts, sales to defective grantor trusts and split-dollar agreements. For the charitably inclined client, Rebecca has planned for, or assisted in creating, directed funds, charitable remainder trusts and private foundations. In addition, she reviews and prepares fiduciary tax returns, private foundation information returns and estate, gift and generation-skipping transfer tax returns.
You can reach out to Rebecca at [email protected] or by telephone at 312.845.3442. She is liscensed to practice law in both Illinois and Wisconsin.
You can find attorneys who practice in the area of estate planning by contacting the American College of Trust and Estate Counsel.
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SUSAN GUTHRIE, ESQ., the creator and host of The Divorce and Beyond Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country. She is one of the Co-Chair's of the American Bar Association's DR Section Mediation Committee and is the Founder of Divorce in a Better Way which provides a curated selection of resources and information for those facing divorce and other life changes. Susan also provides legal coaching and divorce mediation services to select clients around the world through an online platform. Find out more at www.divorceinabetterway.com.
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Susan's Online Mediation Training Program for Professionals:
LEARN TO MEDIATE ONLINE: As one of the leading online mediation experts in the country, Susan Guthrie has created a simple and efficient online training program that allows mediation professionals to quickly and easily add an online platform to their practice! The two hour online program covers the basics of conducting mediations through an online platform like Zoom, and reviews the ethical and practical considerations that arise in this format. You even receive a copy of, and the right to use, Susan's Online Mediation Guidelines and Ground Rules to make your online mediations even easier for mediator and clients alike! Learn more at www.learntomediateonline.com or reach out to Susan directly at [email protected]. Listeners of The Divorce & Beyond Podcast receive $50 off the cost of the one-on-one training so be sure to mention that you heard about it here!
FAYR, the BEST Co-Parenting App on the Market! What makes FAYR different? At FAYR it's not just about efficiency and ease (though they love those). They also help you create a better co-parenting experience by providing tools for: constructive communication, argument diffusion, and emotional support. For information on our FAYR, the ONLY co-parenting app recommended by Susan Guthrie and The Divorce and Beyond Podcast, visit their website at www.fayr.com. Don't forget to use the code "SUSANG18" for 20% off!!
*****************************************************************************
SPONSORSHIP OPPORTUNITIES AVAILABLE!
If you would like to sponsor the show please reach out to us at [email protected] for pricing and details!!!
*********************************************************************
Remember to follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information:
Susan Guthrie on Facebook
Divorce & Beyond Podcast on Instagram
Divorce & Beyond Podcast on Twitter
If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel! Make sure to LIKE and SUBSCRIBE so you don't miss a single episode!
Finally, we'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!
You can also get in touch with Susan at [email protected].
Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!!
*****************************************************************************
DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.
View all episodes
By Susan Guthrie
4.6
199199 ratings
The wedding vows say "'til death do us part" but divorce changes everything and that means everything has to change - including your estate planning! In this week's episode, Susan Guthrie speaks with Attorney Rebecca Wallenfelsz, leading Trusts & Estates Attorney, about all of the issues and factors that are affected when the marital relationship ends.
Estate planning includes your Last Will & Testament and those decisions about who gets all your stuff after you die, but there is so much more involved in pulling together a proper plan and not all of it is just about what happens when you die. Attorney Rebecca Wallenfelsz has been helping individuals and families to structure their estate planning for almost 25 years and she shares all of the many factors that go into an all-inclusive plan, including disability, guardianship, healthcare matters and yes, who will get your estate when you pass away. Whether you have a plan in place already, or have never created an estate plan, it is all upended when there is a divorce and there are critical actions to take both DURING the divorce and AFTER! This is a must listen episode for everyone who is contemplating divorce, is going through divorce or who has recently finalized their divorce. LISTEN TODAY!
Highlights from this Episode:
More About This Week's Guest: Attorney Rebecca Wallenfelsz is a partner at Chapman and Cutler in the Trusts and Estates Department, and has been practicing law since 1997. Rebecca has extensive experience representing individuals and institutions in estate planning and trust and estate matters. Rebecca’s experience in estate planning matters includes drafting a variety of wills, trusts and premarital agreements, and in planning for and minimizing estate, gift and generationskipping transfer taxes and related income taxes, including taxes related to retirement plan assets. Her practice includes more sophisticated estate planning devices, such as family limited partnerships, grantor-retained annuity trusts, sales to defective grantor trusts and split-dollar agreements. For the charitably inclined client, Rebecca has planned for, or assisted in creating, directed funds, charitable remainder trusts and private foundations. In addition, she reviews and prepares fiduciary tax returns, private foundation information returns and estate, gift and generation-skipping transfer tax returns.
You can reach out to Rebecca at [email protected] or by telephone at 312.845.3442. She is liscensed to practice law in both Illinois and Wisconsin.
You can find attorneys who practice in the area of estate planning by contacting the American College of Trust and Estate Counsel.
****************************************************************************
SUSAN GUTHRIE, ESQ., the creator and host of The Divorce and Beyond Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country. She is one of the Co-Chair's of the American Bar Association's DR Section Mediation Committee and is the Founder of Divorce in a Better Way which provides a curated selection of resources and information for those facing divorce and other life changes. Susan also provides legal coaching and divorce mediation services to select clients around the world through an online platform. Find out more at www.divorceinabetterway.com.
*****************************************************************************
Susan's Online Mediation Training Program for Professionals:
LEARN TO MEDIATE ONLINE: As one of the leading online mediation experts in the country, Susan Guthrie has created a simple and efficient online training program that allows mediation professionals to quickly and easily add an online platform to their practice! The two hour online program covers the basics of conducting mediations through an online platform like Zoom, and reviews the ethical and practical considerations that arise in this format. You even receive a copy of, and the right to use, Susan's Online Mediation Guidelines and Ground Rules to make your online mediations even easier for mediator and clients alike! Learn more at www.learntomediateonline.com or reach out to Susan directly at [email protected]. Listeners of The Divorce & Beyond Podcast receive $50 off the cost of the one-on-one training so be sure to mention that you heard about it here!
FAYR, the BEST Co-Parenting App on the Market! What makes FAYR different? At FAYR it's not just about efficiency and ease (though they love those). They also help you create a better co-parenting experience by providing tools for: constructive communication, argument diffusion, and emotional support. For information on our FAYR, the ONLY co-parenting app recommended by Susan Guthrie and The Divorce and Beyond Podcast, visit their website at www.fayr.com. Don't forget to use the code "SUSANG18" for 20% off!!
*****************************************************************************
SPONSORSHIP OPPORTUNITIES AVAILABLE!
If you would like to sponsor the show please reach out to us at [email protected] for pricing and details!!!
*********************************************************************
Remember to follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information:
Susan Guthrie on Facebook
Divorce & Beyond Podcast on Instagram
Divorce & Beyond Podcast on Twitter
If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel! Make sure to LIKE and SUBSCRIBE so you don't miss a single episode!
Finally, we'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!
You can also get in touch with Susan at [email protected].
Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!!
*****************************************************************************
DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.
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