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EST2322
Estate Planning for Modern Families
Date
June 7, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
As the traditional nuclear family has changed, accountants and other tax planning professionals must be prepared to both identify concerns and thoughtfully problem solve for issues clients face. This discussion will touch upon a potpourri of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion), Estate Planning for Flexibility, . . and more!
Learning Objectives
- Consider how the definition of family has changed for families of wealth and how these definitions are reflected in governing estate planning documents.
- Consider sensitivity to issues of diversity, equity and inclusion while estate planning and tax professionals are working with families.
- Consider the influence accountants may be able to exert during the overall estate planning process to encourage flexibility and sensitivity.
Speakers
Partner & Chief Wealth Strategist, Gresham Partners LLC
Wendy S. Goffe, J.D.
Partner, Stoel Rives LLP
Session Categories
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