As the structure and composition of the modern family has evolved, estate planning advisors must be prepared for sensitivity in client engagement, how to interpret existing trusts, and appropriate drafting of new instruments. This presentation will discuss a potpourri of important planning considerations with a focus on addressing LGBTQ needs.
Terminology to use with LGBTQ+ individuals and families
Considerations when counseling LGBTQ+ persons and families
Issues that arise for non-traditional families and resolutions