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”.