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Meeting Notices

YLS Estate Planning Committee Meeting
Date: 03/05/2013
Location: The Chicago Bar Association, 321 South Plymouth Court, Chicago, IL 60604
Presented by: YLS Estate Planning
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SPEAKER: Jason T. Johns of Kelly, Olson, Michod, DeHaan & Richter LLC
TOPIC: Estate Planning for Same-Sex Couples

While estate planning for same-sex couples includes many of the same documents and strategies as for traditionally married couples, the risks are heightened. Unsupportive family members, accidental gifts to the other partner, travel to states hostile to same-sex couples, and the unavailability of marital deductions/exemptions, among other issues, all necessitate special attention when developing an estate plan for a same-sex couple. This presentation reviews the current state of same-sex marriage in Illinois, and at the federal level, and addresses some of the pitfalls about which the estate planner should be aware.