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Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

Why communicate with estate planning counsel during divorce?

| Jan 4, 2019 | Uncategorized |

It’s quite likely that most divorcing California residents will want to secure help from an experienced family law attorney. After all, there is often a lot to think about and manage when a marriage comes to an end, ranging from child-centric matters (e.g., custody and support) to marital asset distribution.

The role of proven legal counsel in that process can be centrally important. Notably, too, the same is often true concerning the input of another professional. We duly note on our website at the Bay Area Law Offices of Connie Yi that “if you are divorcing, be certain your divorce attorney is not the only attorney you receive legal advice from.”

Legions of divorcing spouses in California and elsewhere discover that many key estate planning considerations can come to the fore during marital dissolution. Expectations that once seemed immutable can be materially altered by divorce. Documents that legally set forth mutual understandings formerly construed as permanent might need some serious adjustment.

Our principal attorney has routinely assisted diverse clients over many years with divorce-linked estate planning concerns, often relying heavily upon an integrated legal/accounting background as both an experienced lawyer and CPA.

Indeed, it can often be fundamentally important for divorcing parties to closely scrutinize and adjust key documents – like wills and trusts – that were established years past and suddenly become relevant owing to a divorce outcome.

Here’s one reason why: California law provides that many property-tied dispositions set forth in a will are extinguished by a divorce decree. A post-divorce estate plan must legally comport with the material terms the former spouses agreed upon. Undue complexity can result if such is not the case.

We welcome contacts to our firm concerning any estate planning questions or concerns linked with divorce. Our steadfast goal in every matter is to help a valued client fully realize his or her estate planning objectives in the wake of marital dissolution.

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