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Planning for Unmarried Couples: LGBT and Others (2019)

Planning for Unmarried Couples: LGBT and Others (2019)


Experienced practitioners will guide participants through the complex process of estate planning for unmarried couples including will drafting considerations, naming beneficiaries on retirement accounts, estate tax implications, long-term care and how Medicaid and Social Security impact unmarried couples. Post-mortem concerns will also be addressed including whether unmarried couples have rights to direct the disposition remains, probate avoidance tips, rights of survivorship and intestate succession, proving kinship, and probate contests.


Agenda Topics

  • Will Drafting
  • Naming Beneficiaries
  • Estate Tax Implications
  • Long-Term Care
  • Impacts of Medicaid and Social Security
  • Post-Mortem Concerns

Program Faculty

Matthew Carmody, Esq., Brian A. Raphan P.C., NYC

Meredith R. Jones, Esq., Kings County Surrogate’s Court, NYC

Thomas Sciacca, Esq., Law Offices of Thomas Sciacca, PLLC, NYC

Non-Member Price: $195.00
Published Date:
  • December 13, 2019
  • Online On-Demand
Product Code:
  • VGU71
Diversity, Inclusion & Elimination of Bias Credit(s):
  • 1.5
Total Credit(s):
  • 1.5
Recorded Date:
  • 1hr 15min