Dec 19, 2022
This is our LAST episode of The High Net Worth Divorce Playbook series, and today’s experts explain the critical role of Trust and Estates attorneys as part of your All-Star divorce support team. While most people assume that a Trust and Estate attorney is only needed at the end or AFTER the divorce, Nancy and Britt highlight the financial advantage of enlisting them from the beginning.
We discuss the Trust and Estate attorney’s role in assisting your matrimonial attorney as they determine what assets CAN be considered in equitable distribution in the complex world of family trusts. We cover everything from beneficiaries of 3rd party trusts and YOUR parents estate planning documents as well as Wills, health care proxies, power of attorneys, deeds, estate taxes, legacy planning and more. This is another jam packed episode with tons of money saving recommendations, so grab your pen and let’s get started!
Nancy Burner, Esq. is the founder of Burner Law Group, P.C. established in 1995. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 13 consecutive years, Nancy has been named as a Super Lawyer in the field of Elder Law. In 2016, Nancy was named as an “Outstanding Woman in Law” by Hofstra University School of Law Center for Children Families and the Law. Later that same year, she was named by Manhattan Magazine as a Big Apple Entrepreneur winner. Since 2014‚ Nancy has been selected by her peers to be included in Best Lawyers in America for Elder Law. Most recently in 2020‚ she was named as the Long Island Elder Law Attorney of the year by this same publication. She continues to grow her practice with offices in New York City, Setauket, and Westhampton Beach where she resides.
Britt Burner is an attorney at Burner Law Group, P.C., a boutique law firm handling all matters of Elder Law, Estate Planning, Trust and Estate Administration, and Special Needs Planning.
Britt recently completed a three-year term as Chair of the New York City Bar Association Committee on the Legal Problems of the Aging. She serves as Treasurer of the Elder Law and Special Needs Planning section of the New York State Bar Association. Britt also serves as a member of the Advisory Council of the Katz Institute for Women’s Health at Northwell.
Nancy & Britt Burner, Esq.
45 W. 34th Street, Suite #1203
New York, NY 10001
Main Line: (212) 867‑3520
Fax: (631) 941‑3443
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For more information on Journey Beyond Divorce visit: www.jbddivorcesupport.com