Planning and Managing Divorce
Date: March 19 Time: 12:00 pm - 1:30 pm
Cost: This event is being offered as a free education session.
Woburn, MA 01801
Divorce is not just an emotional transition it’s a major financial and legal turning point. This informative seminar is designed to help individuals or advisors help their clients plan proactively, protect their assets, and make informed decisions for themselves and their families.
McLane Middleton attorneys Dave Tencza and Phil Tizzano will focus on what to expect, what decisions matter most, and how planning ahead can help protect what you’ve worked hard to build. Topics include:
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- The financial impact of divorce
- Common client blind spots and planning gaps
- Property settlement considerations
- How divorce affects wills, trusts, beneficiary designations, and fiduciary appointments
- Estate and financial planning considerations when minor children are involved and addressing blended family and step-family challenges
- The use of planning documents to preserve client assets and the risks of outdated documents and unintended asset distribution
- Proactive planning strategies to protect assets and reduce conflict
Presenters
Dave brings over 15 years of trial experience to the litigation department at McLane Middleton, primarily working with clients on family law and criminal related matters. Prior to his time at McLane Middleton, Dave worked for a smaller Nashua law firm and served as a Superior Court prosecutor in the Hillsborough County Attorney’s Office from 2007 until 2017. In his capacity as a prosecutor, he was an original member of the Hillsborough County Superior Court Adult Drug Court team and prosecuted a variety of felony level offenses, including assaults, thefts, the possession and sale of drugs and computer related crimes.
Philip is a trust and estates attorney who focuses his practice on all aspects of estate planning and estate and trust administration. He works closely with clients to develop individualized and sophisticated estate plans to meet each client’s personal goals for wealth transfer and asset protection. Phil counsels clients on estate tax minimization strategies, probate avoidance, special needs planning, charitable giving, and protection of assets. He is also an experienced estate administrator, where he guides clients through the complexities of administering a loved one’s estate and the settlement of trusts.