Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, August 23, 2013

CLE on Windsor and Perry: Estate Planning for Same Sex and Unmarried Couples

CLEThe American Legal Institute is offering a CLE program entitled, In the Wake of Windsor and Perry: Estate Planning for Same Sex and Unmarried Couples, on Friday, September 6, 2013 at 2:00 pm - 3:30 pm Eastern. Provided below is a description of the event:

Who: Tamara E. Kolz Griffin, The WilmerHale Legal Services Center of Harvard Law School, Jamaica Plain, MA Joshua S. Rubenstein, Katten Muchin Rosenman LLP, New York, NY

What: For the 130,000 married same-sex couples in the U.S. today, the Supreme Court's Windsor ruling is monumental, while the holding in Perry, a dismissal, avoided the larger question of whether same-sex marriage state bans can survive constitutional scrutiny under the equal protection clause. While these recent Supreme Court decisions answer many questions for estate planning practitioners, they also raise new considerations for their same-sex and unmarried couple clients. Join expert faculty in this timely CLE program as they examine the legal and social significance of these groundbreaking Supreme Court decisions, uncover the myriad unique estate planning issues raised for same-sex and unmarried couples, and offer practical guidance on key components of an effective estate plan for such couples.

Topics Include:

  • Windsor: understanding the federal and state implications of invalidating section 3 - but not section 2 - of the federal Defense of Marriage Act, both in recognition states and non-recognition states
  • Perry: the unanswered questions and the viability of other state bans on same-sex marriage
  • creative estate planning solutions for same-sex couples and unmarried couples who choose not to marry
  • variations among state protections that differ from federal standards
  • asset protections, child-rearing, and end of life considerations
  • and more!


Conferences & CLE, New Cases, New Legislation | Permalink

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