Collaborative Practice

Collaborative Marital Agreements — Beneficiary Designations After Divorce

Collaborative Marital Agreements — Beneficiary Designations After Divorce

Collaborative Marital Settlement Agreements should address ownership of and beneficial interests in: assets subject to beneficiary designations under wills assets subject to beneficiary designations under life insurance policies retirement plans employee benefit plans assets subject to pay-on-death or transfer-on-death designations.…

Collaborative Marital Settlement Agreements: Insurance Policies and Accounts – Beneficiary Designations – Section 732.703

Collaborative Marital Settlement Agreements: Insurance Policies and Accounts – Beneficiary Designations – Section 732.703

Under the United States Supreme Court’s decision in Sveen v. Melin, 138 S. Ct. 1815 (June 11, 2018), section 732.703, Florida Statutes, which applies to decedents dying on or after July 1, 2012, does not unconstitutionally impair contracts by retroactively…

Beneficiary Designations: Checklist for Collaborative Practice Teams

Beneficiary Designations: Checklist for Collaborative Practice Teams

Has the collaborating spouse named the other spouse as beneficiary under a will? Is the collaborating spouse participating in an insurance policy or benefit plan section 732.703 affects? Does the collaborative practice team have detail about any beneficiary designations under…

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