Estate Planning for LGBT and Unmarried Clients

Posted on: May 8, 2014 | Posted in: Committees

Laura Walker Plunkett, Stone Pigman, explored the consequences of United States v. Windsor in NOBA’s “Estate Planning for LGBT and Unmarried Clients” CLE on Thursday, May 8, 2014.  Hosted by the Wills, Trusts and Successions Committee, this CLE explored new federal policy that recognizes same-sex unions and the tax and estate planning conflicts it has created in Louisiana. As Windsor did not address Section 2 of the Defense of Marriage Act, Louisiana continues to not recognize same-sex marriages and currently ignores same-sex marriages that were legally performed in another state. This has led to a number of questions on how same-sex couples, married outside of Louisiana, but residing in Louisiana, can complete their Louisiana income taxes, create wills, and appoint Powers of Attorney. Ms. Plunkett reviewed critical planning tips particular to LGBT and all unmarried couples. For information on the Wills, Trusts and Successions Committee, click here. To join the committee, email Rebekah Burg.