The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA
Please join us for the next webinar in the 2013 series:
December 11, 2013
3:00 pm – 4:00 pm ET
"The Changing Landscape of Planning for Gay and Lesbian Couples: Opportunities (and Risks) Post-DOMA"
Expertise offered by:
Erica Nedeau, CPA & Scott E. Squillace, Esq.,
Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®
This presentation will outline the status of legal recognition for same-sex couples around the country and discuss, in some detail, the effect of the recent Supreme Court ruling on DOMA. The speakers will also provide practical suggestions for advisors doing planning with this community and provide helpful drafting suggestions for estate planners in particular. Finally, the presenters will cover the 'whether-to-wed' discussion that advisors all need to now have with same-sex couples for the legal and tax issues related to marriage.
Continuing Education Credit
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
• $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member
• $250 / council meeting or group gathering (council dues must be current at the time of registration)