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FAFSA Updates: Family and Estate Planning Implications | July 22

  • 1.  FAFSA Updates: Family and Estate Planning Implications | July 22

    Posted 11 days ago

    Discover how the latest FAFSA changes can impact estate planning strategies and secure your clients’ educational futures. To register, click here or read more information below.

    FAFSA Updates: Family and Estate Planning Implications

    Date: Jul 22, 2024 12:00 p.m. – 2:30 p.m.

    Location: Online

    Member Price: $143

    Non-Member Price: $179

    Section Price: $134

    Event Code: I150124

    Areas of Law: Family

    Earn up to 3 credits! (More Information)

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    Faculty

    MODERATOR

    Amy Leis, PhD, CFP
    Owner and Financial Advisor
    Juno Wealth Management LLC

    PRESENTERS

    Michael L. Galbraith, Esq.
    Galbraith Law, LLC, Philadelphia
    Shira Katz Scanlon, Esq.
    Martine, Katz Scanlon & Schimmel, P.A., Cherry Hill

    Recent changes to the Free Application for Federal Student Aid (FAFSA) have significant implications at the intersection of financial planning, family law, and estate law. In this seminar, we delve into the critical aspects affected by these updates, providing essential insights for legal professionals and advisors.

    Topics to be discussed include:

    • Divorce and Financial Aid Forms:
      - Who is responsible for completing the FAFSA in cases of divorce?
      - How does each parental contribution impact the financial aid eligibility of the student?
      - Strategies for navigating financial aid complexities during divorce proceedings.
    • Estate Planning Considerations:
      - The role of gifting in student financial aid.
      - How does gifting impact eligibility?
      - Balancing educational aspirations with estate planning goals.
    • Equity and Access to Education:

      - Regardless of race, ethnicity, gender, or gender identity, every individual deserves access to quality education.
      - Understanding how FAFSA changes can affect educational opportunities.
      - Advocating for equitable access to financial aid resources.

    Join us as we explore these critical topics and equip you with the knowledge needed to guide clients effectively. Stay informed, adapt to the evolving landscape, and empower families to make informed decisions regarding education and financial planning.

    Remember: Education is a fundamental right, and understanding FAFSA changes can impact the future of educational opportunities for all. Be part of the conversation and help shape a brighter future for students and families. 

    CLE Credits
    NJ CLE: NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3 hours of total CLE credit (Full Credits Available: CPE Taxation: 3.0, NJ General: 3.0).
    NY CLE: NY Professional Practice Non-Transitional: 3.0
    PA CLE: PA Substantive Credit: 2.5
    New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

    Important Information About Our Events, Meetings, and More:
    To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

    Cancellation and Refund Policy:
    If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

    Stay Informed:
    Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

    Media Consent:
    By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.

    Scholarship & Financial Assistance Policy:
    Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/



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    Justin Gumpel
    Committee Services/Content Coordinator
    New Jersey State Bar Association
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