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Brevard County Estate Planning Council

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How to Marry a Millionaire (And Where to Live While You’re Married)

  • 01/11/2022
  • 12:00 PM
  • River Rocks 6485 south, US-1, Rockledge, FL

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  • A Practical Discussion of How Elective Share and Other Testamentary Restrictions Can Impact Estate Planning. Alex S. Tanouye, Northern Trust

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On Tuesday, January 11, 2022, Alex Tanouye from Northern Trust will join us for a presentation titled How to Marry a Millionaire (And Where to Live While You’re Married) - A Practical Discussion of How Elective Share and Other Testamentary Restrictions Can Impact Estate Planning.

Elective share laws and other testamentary restrictions pose significant challenges – especially when multiple jurisdictions are involved. Understanding spousal inheritance protections and proper planning can lessen the impact of these restrictions, help avoid ethical potholes, improve tax and non-tax outcomes, and maximize clients’ freedom to dispose of assets.

Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 21 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East, and the Asia-Pacific region. As of September 30, 2O19, Northern Trust had assets under custody/administration of US $11.6 trillion, and assets under management of US $1.2 trillion.


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