Estate Planning for Same-Sex Couples and Non-Traditional Families (2025 Update)

This program, presented by Scott E. Squillace, Esq., will examine key estate planning considerations for same-sex couples and non-traditional families in the current legal landscape. The session will review the history and development of LGBTQ+ rights and related case law, highlighting how changes in federal and state policies continue to shape planning strategies. Attendees will explore the legal and tax implications of marriage for same-sex couples, unique planning opportunities and challenges, and proactive measures attorneys can take to help clients protect their families and assets in a shifting regulatory environment. Drawing on more than 37 years of legal experience, Mr. Squillace will provide practical guidance, including insights from his book Whether-to-Wed: A Legal and Tax Guide for Gay and Lesbian Couples, to help attorneys advise clients with clarity and confidence.

Learning Objectives:

1. Review the current legal and policy landscape affecting estate planning for same-sex couples and non-traditional families
2. Analyze key developments in case law and their implications for clients in this community
3. Evaluate the legal and tax considerations associated with marriage for same-sex couples
4. Identify unique planning strategies and potential risks relevant to non-traditional family structures
5. Advise clients on best practices to protect their families and assets in a changing legal environment