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AICPA & CIMA ENGAGE 2021


ENG2111 - ENG2111. Mind your T's and Qs: Ethics of Planning for All Families


Jun 8, 2021 2:30pm ‐ Jun 8, 2021 3:45pm

Description

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.

Learning Objectives:

1. Terminology to use with LGBTQ+ individuals and families

2. Considerations when counseling LGBTQ+ persons and families

3. Issues that arise for non-traditional families and resolutions

Learning Objectives:
  • Terminology to use with LGBTQ+ individuals and families
  • Consoiderations when counseling LGBTQ+ persons and families
  • Issues that arise for non-traditional families and resolutions

Speaker(s):

Category: Concurrent Session (Onsite and Online)

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