You Need To Be Aware of
Not Only Income and Estate Tax Issues
After DOMA Repeal,
But Also Property Rights and
Document Drafting Issues!

In Part I of our planning response to the Supreme Court’s repeal of DOMA, CPA Robert Keebler, held a teleconference addressing the impact on income, estate and gift tax issues. In his presentation “Planning After the Landmark DOMA Decision”.

Now, in Part II, LGBT estate planning specialist - - attorney Alma Soongi Beck - - will hold a special teleconference addressing a number of more subtle, yet critical issues confronting estate planning professionals.

These issues include…

  • What will be the impact on planning in states that have “marriage equivalents” (like domestic partnership and civil unions) or “forced marriage” (for long-term co-habitants)?
  • What are the non-tax issues (government benefits, etc.) you should address when advising couples on their marriage decision (whether or not they reside in a state that allows same-sex marriage)?
  • What happens - - and must be planned for - - when property rights are first determined in a state permitting marriage and then the couple moves to a non-recognition state?
  • What now is the role of Pre-Marital Agreements and what are the drafting issues you must address?
  • What are the Will and Living Trust drafting issues and how should you address them?
  • Plus these special California issues (to be discussed at the end of the call):
    • How must Separate Property and Community Property now be handled?
    • What are the little-known Property Tax reassessment problems and how to avoid them?

Join us and LGBT Estate Planning Specialist, Alma Soongi Beck, J.D., LL.M. (Taxation) for a very special and timely presentation entitled, “Estate Planning for Same-Sex Couples - - Complex Property Rights and Drafting Issues After the Repeal of DOMA”.

  • Program Title: Estate Planning for Same-Sex Couples: Complex Property Rights and Drafting Issues After the Repeal of DOMA
  • Speaker:
  • Duration: 90 minutes

Alma Soongi Beck

J.D., LL.M. (Taxation), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Alma Soongi Beck

Alma Soongi Beck, Esq. is a Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization. She helps individuals, couples and families navigate issues relating to estates and trusts, probate and trust administration, domestic partnership and property co-ownership, particularly as they affect unmarried and same sex couples.

Ms. Beck earned her J.D. from Georgetown University Law Center in 1998, and an LL.M. degree in Taxation (graduate law degree) from Golden Gate Law School in August 2004. For high school, she graduated from Phillips Academy in Andover, Massachusetts and for college, earned a B.A. in American and Ethnic Studies from Yale University.

Ms. Beck also leads diversity awareness and cross-cultural communication workshops for law firms, legal organizations, Fortune 500 companies and non-profit organizations.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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