Protecting Family Wealth, Real Estate & Inheritance: Prenup, Postnups for Peace
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Narrated by:
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About this listen
This is a recording of an Online Webinar presentation in which Scott Levin and Daniel Yasharel provided insight to other attorneys, financial experts, and families navigating marriage, separation, divorce, property, or inheritance decisions.
Presenters:
- Scott Levin CDFA Esq - California Prenup Attorney Expert — Divorce Mediator (not practicing law) - Certified Divorce Financial Analyst
- Daniel F. Yasharel, MSFS, CFP®, CDFA® — Wealth Advisor & Certified Divorce Financial Analyst
You’ll Learn:
- How California’s community property laws impact family real estate and inheritance
- The difference between Prenups and Postnups — and when each is appropriate
- Common real estate issues in divorce and how to resolve them fairly
- Strategies to safeguard family wealth and minimize future disputes
- Real-world case studies and actionable next steps
Who Should Attend:
- Couples who are engaged or newly married and want financial clarity
- Married individuals seeking to protect inherited or family assets
- Homeowners and real estate investors in community property marriages
- Individuals contemplating separation or divorce who want to understand their financial options before making major decisions
We dig into how California’s community property rules collide with real estate, inheritance, and retirement, and why prenups and postnups create clarity that courts rarely do. We show how mediation and a CDFA protect families from avoidable tax traps, buyout mistakes, and commingling.
• defining community vs separate property in California
• how commingling wipes out separate property claims
• real estate pitfalls with title, refinancing and buyouts
• inheritance protections and tracing burdens
• retirement accounts, QDROs and IRA transfers
• mediation steps that cut time, cost and conflict
• using a CDFA for tax-aware, long-term planning
• structuring fair, enforceable prenups and postnups
We will follow up with an email. As far as the survey. And also, if you have any questions, you’re more than welcome and free to contact us.
For further information and details, you can read our articles on related topics or contact California postnuptial lawyers who care:
San Diego Divorce Mediation & Family Law
9820 Willow Creek Road, Ste 410
San Diego, CA 92131
858-255-1321
Thanks for listening and I hope you'll continue to learn more about how you can peacefully divorce.
As a divorce mediation attorney in California, Scott Levin helps couples figure out the settlement terms and draft enforceable settlement agreements so they can divorce fairly without needing to go to court. Obtain closure peacefully through an amicable divorce. process that protects families and kids.
Visit San Diego Divorce Mediation for more information and to learn more about our mission to help divorcing couples make informed decisions and fair agreements through mediation or book a free virtual consultation.
Scott Levin, attorney, mediator, CDFA®
Chief PeaceKeeper
scottlevinmediation@gmail.com
858-255-1321
San Diego Divorce Mediation & Family Law
www.SanDiegoFamilyLawyer.net