Divorce and the High-Net-Worth Client: Issues and Opportunities
Faculty Member: Veralynn Morris, Certified Divorce Financial Analyst® (CDFA®)
Facilitator: Diana Shepherd, CDFA®, Editorial Director and Co-Founder of Divorce Magazine
This session examines the special considerations for high-net-worth clients during divorce, including: the most common mistakes made during asset division; how to preserve money or property that was inherited during the marriage; and the role that marital lifestyle plays in the division of assets and/or determination of alimony and child support. More
Working as a financial professional for more than 30 years, Veralynn Morris knows the impact divorce can have on someone’s finances. She helps clients realize how today’s decisions can have an immense impact on tomorrow’s financial future.
What you will learn from this podcast session on “Divorce and the High-Net-Worth Client: Issues and Opportunities”
This session will:
- define high net worth and who is considered a high-net-worth divorce client
- discuss the benefits of working with a financial professional who has experience in high-net-worth cases
- examine the special considerations or challenges high-net-worth clients might face during divorce
- list the professionals who would be involved in a financially complex divorce
- explain the difference between marital and separate property
- address the mistakes most commonly seen in the division of marital assets
- discuss how to preserve money or property that is inherited during the marriage
- explain the importance of disclosure in high-net-worth cases
- talk about the role that marital lifestyle plays in the division of assets and/or determination of alimony and child support
- offer viewers recommendations for high-net-worth clients seeking legal representation.
Lilli PadillaPosted at 03:41h, 19 April
I’m in the process of divorce and very confused about my decisions and how it may affect my future,please help
Lisa ShockeyPosted at 16:52h, 11 May
If you are not sure what your future will hold, you should talk to a CDFA. Veralynn Morris helped me understand my financials, and how I would best prepare for the future. Several ideas were presented and I walked away knowing that divorce was not going to hurt my future.