Estate Planning for Same-Sex Couples and Non-Traditional Families under the Biden Administration
1h 3m
Created on June 15, 2021
Intermediate
Course Price
$89
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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:
Review the landscape of life and estate planning issue for those in the LGBTQ community
Identify current trends about rights given change in Presidential administration
Advise clients in this community on best practices for planning and protecting their loved ones and assets
Credits
Faculty
Scott E. Squillace
Principal | Squillace & Associates, P.C.
Scott Squillace is a business and estate planning attorney with nearly 30 years of experience practicing law. He is the principal and founder of a boutique estate planning firm in Boston’s historic Back Bay.
Scott began his practice career as a corporate attorney at Skadden Arps where he assisted in opening its Paris and Moscow offices in the early 1990’s. During his time at Skadden he did significant private and public company corporate and securities work as well as international transactional work from the firm’s Washington, D.C., New York and Hong Kong offices in addition to Paris and Moscow.
Scott has significant business counseling experience as an in-house corporate attorney, first as General Counsel for Levi Strauss & Co.’s European division based in Brussels and later as the first General Counsel for Grand Circle Travel, a privately held Boston based travel company. He also served as European Counsel for Cabot Corporation in Boston, a NYSE public company. He lived and worked in Europe for a total of 10 years and has travelled for work extensively in Asia, Latin America and Africa.
Scott’s current practice focuses on estate and business planning matters including tax and philanthropic planning for high net worth individuals and families. His practice includes asset protection and estate planning needs for international clientele, corporate executives, small business owners, physicians, attorneys and other professionals. He has a particular focus on helping same sex couples and members of the LGBTQ community with their unique planning needs and frequently lectures locally and nationally on this topic. In 2014 he published the first planning guide after the seminal Supreme Court decision on same sex marriage: “Whether-to-Wed: A legal and tax guide for gay and lesbian couples.” He is a member of the Wealth Counsel, a national network of estate planning attorneys where he works in collaboration with other attorneys nationally.
In addition to his work as a legal counselor to individuals and families, he also frequently serves as fiduciary for the estates and as a trustee or co-trustee for family trusts. The team at Squillace & Associates assists him with the full range of services around tax, business and estate planning, including all post-mortem settlement matters.
Bar Admissions
Massachusetts (1987)
New York (1988)
Washington, D. C. (1988)
Paris, France (as Avocat) (1993)
U.S. District Court, D.C. District U.S. Court of Appeals, D.C. Circuit and the United States Supreme Court
Education
Bachelors of Arts degree, Fordham College, Bronx, New York (1984)
Diplome program, Sorbonne University in Paris, France (1983)
Juris Doctor, Columbus School of Law, Catholic University of America in Washington, D.C. (1987)
Reviews
Recent Reviews
Excellent material and presentation.
Thank you
Wonderful presenter!
Great instructor
Very good.
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