Partner Julia Maxfield Presents to Financial Planning Association on Protection of Clients’ Assets

On June 21, 2023, Partner Julia Maxfield presented “For Richer or for Poorer: Protecting Clients’ Assets Before, During, and After Marriage” to the Financial Planning Association of Metro New York. In her presentation, Julia provided a broad overview of the intersection between matrimonial law and financial planning, and she addressed best practices for financial planners for the protection and preservation of their clients’ separate property assets at all stages of the marriage cycle. She provided a summary of New York laws related to the financial aspects of marriage/divorce and provided insights on how to best manage clients’ financial risk before and during marriage, including the use of prenuptial agreements, strategic titling and management of accounts, document retention, and avoidance of commingling of separate and marital assets.