COURSE DESCRIPTION
Modern families demand modern planning strategies that traditional estate planning often fails to address. This comprehensive two-part program equips attorneys with the specialized knowledge needed to serve blended families, unmarried partners, LGBTQ+ couples, and other non-traditional family structures. Navigate complex inheritance issues, custody considerations, and beneficiary designations that reflect today's diverse family realities.
Part 1:
- · Master planning techniques for blended families with children from multiple relationships
- · Address unique challenges facing unmarried couples and domestic partnerships
- · Explore LGBTQ+ estate planning considerations and protective strategies
- · Learn to draft documents that honor chosen family structures and relationships
- · Understand guardianship issues for non-biological parental figures
Part 2:
- · Navigate tax implications and legal hurdles specific to non-traditional arrangements
- · Develop strategies for managing family disputes in complex inheritance scenarios
- · Master trust structures that accommodate multiple family dynamics
- · Address business succession planning for non-traditional family enterprises
- · Learn to counsel clients on relationship agreements that support estate plans
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.