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Trust and Estate Planning for Second Marriages

April 13, 2021 @ 12:00 pm - 1:00 pm

Second marriages pose a wide range of planning challenges.  Planning for the equitable distribution of property in “blended” families – children or grandchildren from a prior marriage, a second spouse, and perhaps children from the second marriage – is fraught with legal and emotional landmines well beyond customary tax planning.  Failure to carefully consider objectives and consequences and to communicate and execute plans can easily leave a client’s estate exposed to open and raw disputes among competing heirs and eventually to destructive fiduciary litigation. This program will provide you with a guide to the practical, substantive and tax aspects of planning for clients with second marriages and blended families.

Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour


  • Emotional context of planning for remarried clients and blended families
  • Use of pre-martial agreements to spot contentious issues, align interests, and decrease post-mortem litigation
  • Income tax planning issues for the second marriage, including exemptions and credits
  • Use of trusts and gifting to prevent unjust enrichment of one branch of a blended family
  • Traps and opportunities with retirement benefits
  • Post-mortem planning techniques when the first spouse dies – and issues on the “second death”


Michael Sneeringer, Porter Wright Morris & Arthur LLP – Naples, Florida

Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP – Cleveland