LGBTQ Planning: What Skills Do Planners Need to Properly Serve the Modern Family?

The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the U.S. population identified as lesbian, gay, bisexual, transgendered or queer (“LGBTQ”). Estate planners, financial advisors, insurance consultants, trust officers, and others must be prepared to interpret existing estate planning documents and plans in light of the evolving family and have the skills to craft new estate plans to address the modern family, including evolving concepts of gender. Attorneys need the skills to draft legal documentation to address these realities. Concepts like gender that once seemed fixed are now fluid due to the evolving social environment, advances in medical technology, and changes in the law. The nuclear family has been redefined over the past decade, both in our culture and our laws. This webinar will discuss important planning considerations with a focus on addressing LGBTQ needs. It will explain the vocabulary and planning tools practitioners in all disciplines need to serve not only LGBTQ clients but the modern family generally.

Speakers: Steven Kriz, Esq., J.D., LLM Melisa Seyhun, J.D., L.L.M and Martin Shenkman, Esq.

Sponsors: Interactive Legal, Peak Trust and Levenfeld Pearlstein, LLC

* There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.

* This may constitute attorney advertising.