Prepare Yourself For The
New, Growing Practice Niche - -
Same-Sex Couple Planning
(By the way, this involves more than just knowing the law!)
Thanks to recent Supreme Court and IRS rulings, same sex couples may now enjoy many of the
same marital rights as traditional couples. This has a huge impact upon their estate planning
Most practitioners believe that simply modifying some of your form documents will be enough
to adequately accommodate same sex couple planning.
But there’s more…if you want to do it right and create a real profit center for your practice.
Don’t reinvent the wheel. Learn from a renowned estate planning attorney, who specializes in
LGBT planning, what steps you need to take to successfully build this lucrative practice niche.
Join us and LGBT estate planning specialist, Alma Soongi Beck, J.D., LL.M. (Taxation) on a
very special presentation entitled, “Add LGBT Planning as a New, Profitable Practice Niche”.
During this program, you will learn:
• The different types of couple “status” and how they impact planning
• The opportunities (and limits) of the Repeal of DOMA Section 3 and Revenue Ruling
• Pitfalls and blind spots to avoid when planning for LGBT clients
• How to market this new practice area
• Most importantly, how to build credibility and trust among LGBT clients - - so you can
grow a practice they believe in!
- Program Title: Add LGBT Planning as a New, Profitable Practice Niche
- Speaker: Alma Soongi Beck
- Duration: 90 minutes
ABOUT THE SPEAKER
J.D., LL.M. (Taxation), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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…
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.