Speaker: Meig Harmon
Topic: What the Trusted Advisor Needs to Know When a Client Faces Divorce
CLE and CFP credit approved for this seminar.
Presentation Overview: The subject matter touched on a variety of different issues relevant to both estate planners and financial advisors who advise clients regarding their estate and financial planning. I discussed issues related to college education funding, family business succession planning, gifting to adult children, how trust assets and income impact child and spousal support and other similar topics, to point out how the prospect of a future divorce of a client (or their child or other family member) might impact the advice that should be given to a client surrounding these issues.
Meighan Harmon focuses on complex family law cases involving the distribution of multi-million dollar estates and represents successful business professionals and their spouses from a variety of industries, as well as individuals with multi-generational wealth.
Meighan is part of an elite group of leaders in family law. In 2011, she was elected by her peers to be President of the Illinois Chapter of the American Academy of Matrimonial Lawyers. In 2016, Super Lawyers named Meighan as one of the Top 50 Women Lawyers in Illinois, and she has since been named in Best Lawyers in America, Leading Lawyers Network, and Illinois Super Lawyers.
A frequent lecturer on family law topics, she is also a published author, having assisted in the researching and drafting of the book Problems in Family Law. She also co-authors a chapter for the Illinois Institute for Continuing Legal Education titled Unique Employee Benefits: Stock Options, ESOPs, Etc and published articles in the Matrimonial Strategist, the Chicago Daily Law Bulletin, The Family Advocate, and other publications.
Thank you to our sponsor
- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m