INSTANT DOWNLOAD: “Estate Planning for Unmarried and Same Sex Couples – A 2021 Update”

It’s More Important than Ever to Understand Estate Planning for Same-Sex and Unmarried Couples

(By the way, this involves more than just changing your forms!)

After the 2015 U.S. Supreme Court decision in Obergefell v. Hodges, which brought marriage equality to all 50 states and to the federal government, the question still arises for estate planners, “Isn’t estate planning for same-sex couples now the same as it is for opposite-sex married couples?”

You might be surprised to learn the many ways it still differs, from the evolution of gender and parentage, to the availability of the California state domestic partnership for opposite sex couples under age 62.  Knowing these nuances could make the difference in your practice, not only for your work with same-sex couples, but also for your estate planning and administration (probate and trust) for all of your clients regardless of marital or domestic partner status.

While modifying some of your form documents could be enough for some situations, there is more… if you want to do it right, create a real profit center for your practice, and build a reputation for effective, thoughtful planning for everyone (not just your same-sex and unmarried couples).

Don’t reinvent the wheel. Learn from a renowned estate planning attorney, who specializes in estate planning for same-sex and unmarried couples and in the LGBTQ community, including what steps you need to take to successfully build this lucrative and intellectually stimulating practice niche.

We have enlisted the help of LGBTQ estate planning specialist, Alma Soongi Beck, J.D., LL.M. (Taxation) to present on this topic with her presentation entitled, “Estate Planning for Unmarried and Same Sex Couples – A 2021 Update”.

During this 88-minute program, you will learn:

• Why the evolution of gender, gender pronouns, and parentage presumptions affects all your documents
• The evolution of who qualifies to be recognized or registered as California state domestic partners
• Different types of couple “status” and how they impact planning
• The lingering issues for same-sex married couples after the U.S. Supreme Court marriage equality cases
• Pitfalls and blind spots to avoid when planning for LGBTQ clients
• How to market this new practice area
• Most importantly, how to build credibility and trust among your LGBTQ clients – so that you can grow a practice that they believe in!

Your purchase includes an instantly downloadable video and audio presentation, plus PDF handout materials. A PDF transcript is available as an add-on for an additional fee.