| BEYOND BOILERPLATE: SINGLES, UNMARRIED & SAME SEX COUPLES
Advanced Estate Planning
Please Note: This course has already
been held.
Date: Friday, April 29, 2005
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 05:00 PM
Faculty
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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If you prepare estate plans for persons OTHER THAN the average married couple with children, this program is for YOU! The program speakers will contrast the estate planning commonly prepared for the average married couple with the often unique and different planning strategies and issues used in estate planning for single individuals, unmarried couples, same sex couples, caretaker children, siblings, and even pets!. This seminar will give you the opportunity to address all of the burning issues in your Estate Planning practice with a well rounded panel of practicing estate planning attorneys at your disposal.
Our speakers will address the unique issues for these clients in regards to pension plans/benefits, employee benefits, income and estate taxes, Social Security benefits, Medicaid issues, business partnerships, property agreements, caretaker children and non-child beneficiaries (i.e. pets!).
This distinctive program truly helps you to go beyond the boilerplate and identify how to plan more effectively for your clients’ individual needs.
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Michelle B. Carron, Esq.
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Adjunct Faculty, Suffolk University Law School, Boston, MA |
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Gina M. Barry
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Bacon & Wilson, P.C., Springfield, MA |
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Alden J. Bianchi, JD, LL.M.
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Of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C., is the practice group leader of the firm’s Employee Benefits and Executive Compensation practice. Alden has written and lectured extensively on employee benefits and executive compensation issues. He is the author of three books: Employee Benefits for the Contingent Workforce, Plan Disqualification and ERISA Litigation (both published by Tax Management, Inc.), Benefits Compliance (published by World-at-Work), and dozens of benefits-related articles. He is listed in Woodward & White’s The Best Lawyers in America, and Marquis’ Who’s Who in American Law, and he is a Fellow of the American College of Employee Benefits Counsel. |
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Gail E. Horowitz
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Wade & Horwitz, LLC, Brookline, MA |
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Denzil D. McKenzie
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McKenzie & Associates, P.C., Boston, MA |
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| S C H E D U L E / A G E N D A |
| 9:00 |
Introductions |
| Michelle Carron, Chair
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| 9:10 |
Traditional Estate Planning Vehicles and How They Apply to Singles, Unmarried and Same-sex Couples |
| Michelle B. Carron & Gail Horowitz
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| 10:00 |
Distinctions between Same-sex Couples, Civil Unions & Domestic Partners vs. Married Couples |
- Pensions
- Employee Benefits
- Income and Estate Tax
- Defense of Marriage Act
Alden Bianchi - Social Security
Michelle Carron - Medicaid
Gail Horowitz
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| 2:00 |
Unmarried/Unrelated Pairs |
- Contrasted with Married
- Business Partners
- Property Agreements
Denzil D. McKenzie
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| 2:45 |
Singles, Single Parents & Elders |
- Caretaker Children
- Confliciting Priorities between Family Members and Beneficiaries
Michelle Carron & Gina Barry
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| 3:30 |
Non-child Beneficiaries |
Friends, Relatives & Pets
Gina Barry Charities
Denzil D. McKenzie
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| Date: |
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Friday, April 29, 2005 |
| Tuition: |
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Tuition is $249.00; $199.00 for Suffolk Alumni and attorneys admitted to the bar after 2002. Course books and refreshments are included in the tuition.
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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Written requests for cancellations received via fax or email 24 hours prior to the program will be granted a refund, minus a $15.00 charge. If you cannot attend, you can send a substitute, otherwise you will receive the course materials.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credits in RI, NH, VT & ME.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us.
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Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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Library 
