Description
Total Credits: 4.0 (Professional Practice 3.5, Ethics 0.5)
Attorneys representing married couples are fully aware of the well-established approaches to assisting their clients. However, representing unmarried couples often requires the practitioner to work with his/her client to structure solutions that approximate the benefits enjoyed by married couples. An experienced faculty of seasoned practitioners will share their tips and tried and true solutions to providing unmarried couples with appropriate resolutions tailored to their needs in the areas of elder law, tax planning and trusts and estates planning.
Areas to be covered include:
• Representing the Elder Unmarried Couple
• Accounting Issues and Tax Planning
• Trusts & Estates Planning
• Ethical Issues Raised When Representing Unmarried Couples
Materials
| 1b - POWERPOINT Slides - Representing the Elder Unmarried Couple (371.4 KB) | Download | ||
| 1c - POWERPOINT Attachments - Representing the Elder Unmarried Couple (2 MB) | Download | ||
| 2b - MATERIALS - Accounting Issues and Tax Planning for the Unmarried Couple (344.7 KB) | Download | ||
| 2c - SUPPORTING MATERIALS - Accounting Issues and Tax Planning for the Unmarried Couple (161.1 KB) | Download | ||
| 3b - POWERPOINT Slides - Advising Unmarried Couples in Trusts & Estates Matters (217.1 KB) | Download | ||
| 3c - POWERPOINT SLIDES - Estate Tax Planning for Unmarried Couples (107.9 KB) | Download | ||
| 4b - MATERIALS - Case Studies (60.4 KB) | Download | ||
| 5b - BIO - James Grimaldi (152.5 KB) | Download | ||
| 5c - BIO - Thomas Sciacca (36.3 KB) | Download | ||
| 5d - BIO - Pauline Yeung-Ha (49.9 KB) | Download | ||