Separate Property Tracing

Recorded On: 09/29/2022

Only available as part of a package

As we work through our case study, this session will teach how to determine what's separate property, what's not, and what's in that dreaded grey area and how do we deal with it. In addition we'll explore what is considered an asset and what is considered income available for support. As a bonus, we'll also talk about pre-marital  portions of retirement accounts and how to unwind the separate property.

Approved for one (1) hour of CDFA Continuing Education Credit

Nancy Hetrick

CDFA®, AWMA®, MAFF®

Founder and CEO of the Divorce Financial Planner Training Center

Nancy Hetrick CDFA® is the founder and CEO of the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions. She has over 25 years of experience in both investment management and financial planning and founded Smarter Divorce Solutions in 2011. She exited her legacy wealth practice in 2021 but resumed limited financial planning in 2024.

Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® holders through www.DivorceFinancialTraining.com.

She is the author of “Divorce Financial Planning; Building a Successful Niche Business”, "Divorce Is Not For Dummies; How To Cover Your Assets" and the co-author of "The Stress-Free Divorce, Volume 2".

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Recording: Separate Property Tracing
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Open to view video. As we work through our case study, this session will teach how to determine what's separate property, what's not, and what's in that dreaded grey area and how do we deal with it. In addition we'll explore what is considered an asset and what is considered income available for support. As a bonus, we'll also talk about pre-marital portions of retirement accounts and how to unwind the separate property.
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Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available
You must register to access.