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Divorcing? Time To Update Your Estate Plan

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Divorcing? Time To Update Your Estate Plan

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Date Recorded: June 20, 2024

Host: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

Guest Presenter: Dayn Holstrom, Managing Partner of Holstrom, Block & Parke, the parent company of Sandoval Legecy Group

Join us for a critical webinar that could reshape your future and secure your assets during life’s significant transitions. Dive into a detailed session led by estate planning heavyweight Dennis M. Sandoval, alongside Certified Family Law Specialist and Super Lawyer Dayn A. Holstrom. This duo will enlighten you on the intersection of estate planning and family law, offering strategies to protect your welfare and assets.

Who Should Attend This Webinar:

  • Individuals currently navigating or recently finalized a divorce.

  • Legal and financial professionals advising clients on divorce-related changes.

  • Supporters of loved ones undergoing these life adjustments.

Exclusive Offer for Attendees:

All participants will receive a complimentary eBook from Dennis M. Sandoval, providing further insight into estate planning, probate, and elder law, with a focus on the essential duties and decisions facing a successor trustee.

Key Topics Will Include:

  • Navigating Estate Plan Terminations: Understand the nuances and necessary actions to effectively update your estate plan.

  • Dealing with Automatic Temporary Restraining Orders (ATROs): Learn how these affect your estate planning decisions during a divorce.

  • Protecting Your Assets and Welfare: Ensure that your transition through divorce is as smooth and secure as possible.

What You’ll Learn:

  • Strategic Estate Plan Updates: Master the updates needed in your estate plan amidst divorce.

  • Understanding ATROs: Discover how Automatic Temporary Restraining Orders impact your estate decisions.

  • Asset & Welfare Protection: Ensure a seamless transition through your divorce with expert guidance.

  • Legal Pitfalls to Avoid: Highlighting common legal mistakes made by successor trustees and how to avoid them to ensure compliance and minimize liability.

  • Step-by-Step Action Plan: Offering a clear, actionable plan for the first 90 days after being named successor trustee, including critical initial steps like securing assets and reviewing the trust document.

Meet Our Panelist:

Dennis M. Sandoval, Attorney

Dennis M. Sandoval | Attorney & Managing Partner, Sandoval Legacy GroupDennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.