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Updates on Estate Planning for Non-Traditional Families in the Trump Era

(264 reviews)

Produced on May 02, 2019

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Course Information

Time 61 minutes
Difficulty Intermediate

Course Description

Prior to June 26, 2015, it was up to each state whether same-sex couples could marry. Since the landmark Supreme Court ruling recognizing this right at the federal level, there are no legal obstacles to marriage. However, LGBT couples must still evaluate the pros and cons when considering whether to wed. Social stigma and complex family dynamics still play a part in this decision, and same-sex couples often have estate planning needs which are unique to the community.

One of the legacies of the patchwork of legal decisions granting same-sex marriage rights before 2015 is that married couples may have access to benefits that are retroactive, or have otherwise not been realized or captured. In this program, Scott E. Squillace, a Boston-based estate planning attorney, discusses practical estate planning tips for same-sex couples, whether to wed from a legal, tax and financial planning perspective, capturing previously unavailable benefits, and the specter of losing national marriage equality under a new Supreme Court.


Learning Objectives:

  1. Achieve a basic understanding of the legal path to marriage equality
  2. Gain practical estate planning tips for same sex couples
  3. Discuss the pros and cons of marriage from a legal, tax and financial planning perspective
  4. Advise clients on the potential “marriage bonus” or “marriage penalty” couples face when filing federal income tax returns
  5. Review the various benefits that may be retroactively available to married couples
  6. Appreciate the concern within the LGBTQ community that the current administration could set back marriage equality through the Supreme Court



Credit Information

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Faculty

Scott E. Squillace

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

RS
Rena S.

I have done LBGTQ estate planning but he definitely brought up things I hadn't thought of (like remarriage and planned giving--I enjoyed this more than most seminars

RC
Rachel C.

Engaging presenter! Beat wishes on your marriage Scott!

LG
Leigh G.

Great instructor. Very informative.

AL
Ann L.

Interesting matrrial

NP
Nicole P.

Scott is very knowledgeable with an easy delivery.

CC
Charles-Christophe C.

It was fantastic listening to Scott. He was very informative and engaging. I can’t wait to see what other CLEs he presents. :-)

JS
Jeanette S.

Great!

BJ
Billy J.

Outstanding presentation. Very helpful.

JB
Jim B.

Presenter did a great job!

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