For Richer or For Poorer: Dodging Pitfalls With Non-Traditional Estate Planning Clients

Webinar: ID# 1014344
Recorded CD
About This Course:
Recent changes regarding the recognition of same-sex couples, competing state and federal laws, along with the ever changing income, gift and estate planning laws, especially by state for same-sex spouses, make it critical to know how these factors impact lawyers, accountants, financial planners and other advisers who represent them and non-married couples. Not knowing the many pitfalls involved is a trap for the unwary.

This live webinar explores the changing laws and areas of concern in a practical manner for advisers representing same-sex spouses and non-married couples for their estate planning needs.


Who Are Nontraditional Clients?
  • Classifications
  • Additional Issues for Same-Sex Couples
Prevailing Legal Status of Same-Sex Marriages
  • Federal Defense of Marriage Act
  • State Recognition
Issues With Difference in Tax Treatment Given State Domicile
  • States With Their Own Estate Taxes
  • Doubling Exemption Given State of Domicile
  • An Eye Toward Income Tax Issues
  • Estate Planning Differences: Married Couples vs. Non-Married Couples
Ensure a Basic Plan Is in Place to Avoid Reliance on Default Laws
  • Default Laws
  • Last Will and Testament
  • Revocable Trusts
  • Transfers by Beneficiary Designation and POD/TOD
  • Durable Power of Attorney (Financial Powers)
  • Advance Health Care Directive (Medical Powers)
  • Life Insurance Trusts
  • Personal Residence Trusts – Advantages for Non-Married Partners
  • Other Agreements/Arrangements
Other Issues of Concern
  • Gift Taxes
  • Generation Skipping Transfer Tax (GSTT)
  • Social Security Benefits
  • Marital Legal Obligations
  • Terminating the Relationship
  • Transfer Tax Issues
  • Medicaid Planning

Vincent A. Liberti Jr., LL.M.
  • Partner with Halloran & Sage LLP
  • Practice areas include business succession planning, estate planning, elder law, fiduciary litigation, probate, trust administration and real estate
  • Empowers clients by providing asset protection through developing their personal estate planning and business models
  • Advises them in efficiently acquiring, managing and distributing their assets in the most tax-efficient ways
  • Has written and spoken on numerous topics related to his areas of expertise
  • Has also been interviewed for television, radio and print about same-sex marriage and estate planning, pet trusts, reverse mortgages and the elderly, and various other estate planning matters
  • Adjunct professor of law at Western New England University School of Law’s post doctor, Master of Laws (LL.M.) degree program in estate planning and elder law
  • LL.M. degree in estate planning and elder law, Western New England University School of Law; J.D. degree, Western New England University School of Law; B.S. degree in industrial economics, Union College
For Richer or For Poorer: Dodging Pitfalls With Non-Traditional Estate Planning Clients
Available on CD format
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