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Self-Study CPE
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Free cpe webinars
Protecting Your Assets From Your Future Former Spouse

PROTECTING YOUR ASSETS FROM YOUR FUTURE FORMER SPOUSE

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

No one weds to later divorce, but most recognize at least the possibility that the person soon to be standing next to them at the altar might be a "future former spouse." Individuals of means will want to do what they can to protect against the financial consequences of that possible outcome, most commonly, perhaps, through a pre-nuptial agreement. However, when a pre-nuptial agreement appears impractical or impossible, undesirable or potentially unenforceable, complementary, or alternative strategies such as the self-settled spendthrift trust might be used.

Learning Objectives


  • Identify the distinctions between “separate property,” “marital property,” community property,” and the system of “equitable distribution” versus the division of community property in a divorce

  • Recognize how pre- and post-nuptial agreements work, and what they can and cannot do

  • Determine the utility of self-settled spendthrift trusts (i.e., “asset protection trusts”), as an alternative, or as a supplement, to the use of a pre-nuptial agreement

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Daniel S. Rubin’s practice concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters.

Daniel is a distinguished presenter to various professional groups and has written numerous articles on estate and asset protection planning matters for expert and scholarly publications.

Prior to joining Farrell Fritz, Daniel was a partner at Moses & Singer LLP.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Since 1919, Moses & Singer LLP has represented diverse businesses and successful individuals and their families. Among our broad array of U.S. and international clients are leaders in banking and finance, entertainment, media, real estate, healthcare, advertising, and the hotel and hospitality industries. We advise clients on complex transactions that involve international trade, financing, securities, mergers and acquisitions, intellectual property, fiduciary and tax issues. We are advocates in commercial and real estate and intellectual property litigation, white-collar criminal cases, family disputes and business reorganizations and bankruptcies.

Individuals and their families look to Moses & Singer for sophisticated and effective legal services in the areas of estate planning, wealth preservation, income tax, and matrimonial and family law. Lawyers in these practice areas have particular experience in asset protection planning, estate administration, business succession planning, and probate matters. Furthermore, our lawyers have extensive knowledge in the areas of marital agreements and matrimonial litigation as well as child custody matters involving The Hague Convention.

We are a New York City law firm with a global reach through our international alliance with more than 250 legal and accounting firms in over 100 countries—the MSI Global Alliance. The firm works with mid-sized firms in the United States and abroad to meet the growing global needs of our clients. The benefit to clients is a global team of practitioners that offers flexibility, local expertise, international know-how, personal service and responsiveness, and greater value.