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)




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


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 (t&nt):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.

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To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

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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.

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

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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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