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
Areas of Law: Family
Earn up to 3 credits! (More Information)
Keynote
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.
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