Estate Planning for Same-Sex Couples

es-imgMonday, November 4, 2013
UCLA School of Law
Room 1447
12:00 – 1:15 p.m.

RSVP Required. Lunch will be provided.

To RSVP, please email daly2014@lawnet.ucla.edu.

Estate planning is one of the most valuable tools any couple can use to protect their assets in the event of one partner’s death.  Until recently, however, many of the benefits of traditional estate planning for married couples were unavailable to same-sex couples in California.  The Supreme Court’s decisions in Windsor and Hollingsworth have created new opportunities for same-sex couples to enjoy some of the same estate planning benefits as their opposite-sex counterparts.  Come join TEPLA, the Williams Institute, and a panel of three practitioners specializing in same-sex estate planning for a look at the past, present and future of estate planning for same-sex couples!

Panelists:
Elizabeth Glasgow – Ms. Glasgow is an associate at Venable LLP in the Los Angeles and New York offices.  Her practice focuses on trusts and estates and wealth management, including planning for gay and lesbian couples.

Willow Mc Jilton
– Ms. Mc Jilton currently runs her own solo practice.  She has worked exclusively in the field of estate planning and trust administration since she became an attorney, and previously worked in both large and small firm environments.  She is also a California Bar Certified Legal Specialist in Estate Planning, Trust & Probate Law.

Stephanie Zaffos
– Ms. Zaffos serves as the estate planning expert for Convergent Wealth Advisors. Stephanie works directly with the firm’s clients and their attorneys, helping them to understand the strategies available that seek to minimize their tax burdens and maximize the transfer of their wealth to future generations. She also serves as a resource to the firm’s Advisors by keeping them apprised of new developments in estate planning and is responsible for providing training and education to the Advisors regarding tax and estate planning laws and strategies.  Prior to joining Convergent, Stephanie worked as a trusts & estates attorney for over 12 years at several law firms in Century City, including, most recently, Venable LLP.

Brought to you by the Tax and Estate Planning Law Association (TEPLA), the Williams Institute, OUTLaw, the American Bar Association’s Real Property Trusts & Estates Section, and the Office of Career Services.

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