Considerations for Dividing Assets

In this final module, the course steps back to take a holistic look at asset division strategies that go beyond the context of divorce, including intergenerational transfers, buyouts, and settlement planning. The module addresses high-value or complex assets such as business interests, investment portfolios, pensions, family trusts, and real estate held in corporate structures. Learners will analyze valuation issues, timing strategies, capital gains triggers, and tax optimization techniques across various structures. By the end, participants will have a robust planning toolkit to advise clients on how to divide assets fairly and tax-efficiently in both contentious and collaborative settings.