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Estate Planning for Same-Sex Couples and Non-Traditional Families under the Biden Administration

1h 3m

Created on June 15, 2021

Intermediate

CC

$89

Overview

This program, presented by Scott E. Squillace, Esq., will discuss some of the unique aspects of the estate planning process that impact same sex couples and non-traditional families. Following the Trump administration, many same sex couples face uncertainties regarding their rights and marriage options. Fortunately, under President Biden, a shift back to Pro-LGBTQ policies has begun, and a focus on equality has returned to our highest office. However, there are still implications of the Trump Presidency, particularly through his Supreme Court and other federal court appointments.

This program will focus on the history of LGBTQ rights, the development of case law, and its implications on the community. Attendees will learn about some of the pros and cons of marriage from a tax and estate perspective, and the unique planning options available to same-sex couples. Mr. Squillace is an attorney with nearly 35 years of experience, and a dedication and focus on estate planning for the LGBTQ community. Through his experience, he will provide important information for same sex couples contemplating marriage and estate planning.  He is the author of "Whether-to-Wed: A legal and tax guide for gay and lesbian couples" and has spoken nationally on this topic.


Learning Objectives:

  1. Review the landscape of life and estate planning issue for those in the LGBTQ community

  2. Identify current trends about rights given change in Presidential administration

  3. Advise clients in this community on best practices for planning and protecting their loved ones and assets


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