Mediation Training Event: Estate Planning Concerns During Divorce

Course Overview:

This continuing legal education seminar is designed to provide attorneys and mediators with an in-depth understanding of estate planning issues that arise during divorce. Topics will include marital property laws, the mechanics of estate administration, and estate planning strategies to protect assets.

Learning Objectives:

By the end of the seminar, participants will be able to:

Identify the key estate planning concerns that arise during divorce proceedings.

Understand the impact of marital property laws on estate planning.

Advise clients on the importance of updating estate plans after divorce.

Course Outline:

I. Introduction to Estate Planning Concerns During Divorce

Overview of the course objectives and topics

Importance of estate planning during divorce

II. Marital Property Laws

Inchoate marital interest in real property

Elective Share

Spousal Years Allowance

Intestate vs Testate

III. Estate Planning Strategies

Will vs. Revocable Trusts

Will- Simple will, not so simple

POA’s

Advanced Directives

Irrevocable Trusts

IV. Updating Estate Plans After Divorce

Importance of updating estate plans after divorce

Who is designated as the Trustee of a Trust?

Who is the Executor of a Will?

Who is the Agent under a Property Power of Attorney or Health Care Power of Attorney?

Updating TOD and POD designations, and joint ownership of assets.

Drafting new estate plan

Dealing with minor children- guardianship, testamentary vs. inter vivos trust

V. The Estate Administration/Probate process.

VI. Conclusion and Q&A

CLE Application Item 13.C.

VII: Complementary Lunch

Presenter (Scott Eggleston, Esq.) and Qualifications

S. Scott Eggleston is an experienced estate planning attorney with a passion for helping individuals and families secure their financial future through careful estate planning. With over 15 years of experience in the field, Mr. Eggleston has become a trusted advisor to his clients.

After graduating from the University of Richmond School of Law, Mr. Eggleston began his career in private practice with a focus on estate planning, estate administration/probate, and real estate. He has helped thousands of clients plan their estates and advised hundreds of clients in the administration of a loved one’s estate. Mr. Eggleston has found that assisting clients through the estate administration process has been the best education and has greatly influenced how he approaches estate planning.

Throughout his career, Mr. Eggleston has focused on a common sense, simple, and concise approach to estate planning. He is known for his compassionate approach to each client's unique situation, taking the time to understand their needs and goals, and communicating with the client on their level.

Mr. Eggleston is the owner of the firm of Ivey & Eggleston with offices in Asheboro, Greensboro, and High Point. In addition to his legal work, Mr. Eggleston is an active entrepreneur who helped co-found Venture Asheboro, a co-working space and small business incubator which serves underrepresented rural business owners. Additionally, Mr. Eggleston owns Partners Consulting Group, an IT company that provides managed IT services to small to medium sized businesses in North Carolina and he is also a Board member of the Asheboro/Randolph Chamber of Commerce, Carolina Farmers Mutual Insurance Company, and the Truist Bank local advisory board.