Estate Planning for Nontraditional Families: Unmarried Couples, Polyamorous Families, LGBTQ+ Relationships
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide estate planners a detailed analysis of key legal and tax considerations for structuring estate plans for unmarried couples, polyamorous families, and LGBTQ+ relationships. The panel will discuss strategies to reduce gift and estate tax liability and provide an analysis of key issues that may arise as well as offer strategies to ensure the best results. The panel will provide guidance for using gifting, trusts, title transfers, and other options to pass assets to desired beneficiaries and the necessary directives that nontraditional families should have in place.
Outline
- Overview of planning challenges for nontraditional families
- Tax implications
- Gift taxes
- Estate and inheritance taxes
- Legal considerations
- Retirement accounts
- Beneficiary designations
- Wills and trusts
- Incapacity
- State considerations
Benefits
The panel will review these critical issues:
- What are the estate planning challenges for nontraditional families?
- What are the gift and estate tax implications?
- What gifting strategies are available to transfer assets to desired beneficiaries?
- What are the inequities between married and unmarried taxpayers in the estate and gift tax regime?
- Best practices for estate planners when establishing plans for nontraditional families
Faculty
SJ Chapman
Managing Partner
Bielski Chapman
Mx. Chapman practices in the areas of estate planning, probate, real estate, and corporate law in New York and... | Read More
Mx. Chapman practices in the areas of estate planning, probate, real estate, and corporate law in New York and Illinois. She tailors estate plans to each client’s individual needs, from basic planning for clients who have a home and life savings, to new parents who want to name a guardian for minor children, to advanced planning for retiring or retired clients who are worried about losing their life savings to long term care costs. Mx. Chapman also helps clients with special needs family members to make sure their loved ones’ public benefits are protected. Her corporate clients are in a variety of industries – breweries, education, marketing, fashion, pets and insurance. Mx. Chapman handles matters for corporate clients that include start-ups, shareholder and partnership agreements, buy-out agreements, social media policies, independent contractor agreements, consulting agreements and leases.
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Denise Tessier
Attorney
The Tessier Law Firm
Ms. Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, she served... | Read More
Ms. Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, she served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. Ms. Tessier has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution.
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Cannot Attend April 22?
Early Discount (through 03/28/25)
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.