offers CPA exams, accounting degree training, CPE, and professional development for accountants and CPAs
Course/Product Description

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

Date / Time: Recorded
Format: Webinar

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

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
Share This: Share on Facebook

Share on Twitter

Share on Google+

Sales &Use Tax Workshop
Sales &Use Tax Workshop

Comprehensive Income Tax Course with Career Package
Comprehensive Income Tax Course with Career Package

Certified Tax Specialist  (CTS™)
Certified Tax Specialist (CTS™)

Peachtree Seminars
Peachtree Seminars

How To Use QuickBooks
How To Use QuickBooks

Rules And Requirements For Employee Expense Reimbursements
Rules And Requirements For Employee Expense Reimbursements

Fundamentals Of Internal Auditing
Fundamentals Of Internal Auditing

Internal Audit School
Internal Audit School

Auditing Applications Against SDLC And Coding Standards
Auditing Applications Against SDLC And Coding Standards

Auditing A Cybersecurity Program
Auditing A Cybersecurity Program

Audit Report Writing Boot Camp
Audit Report Writing Boot Camp

Advanced Auditing For In-Charge Auditors
Advanced Auditing For In-Charge Auditors

Series 6 - Live &OnDemand Online Course
Series 6 - Live &OnDemand Online Course

Required Minimum Distributions Training &Certification Program
Required Minimum Distributions Training &Certification Program

Project Management Workshop
Project Management Workshop

Certified Payroll Administrator
Certified Payroll Administrator 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9941 |
Copyright 2017 | Web Site Development by OTAU