LGBT Financial & Estate Planning Update

Date: Thursday, February 16, 2012
Time: 4:00 PM - 6:00 PM
Location: Portland Country Club
Speaker: Richard James

Please join us for a presentation by Richard James informing us about the latest developments in estate planning for lesbian, gay, bisexual and transgendered individuals and couples. Richard will draw upon his work as member of the National Wealth Strategies Group at U.S. Trust Bank of America Private Wealth Management, to present an update on the topic of estate and financial planning for LGBT couples and their families.  He will briefly review the current status of the relevant statutes throughout the U.S.  He will also review how typical estate planning applies to LGBT couples and also how some commonly used techniques can be particularly adapted to and used by LGBT families.  He will spend some time sharing several actual “success stories” from his practice and the work of his U.S. Trust colleagues around the country and one or two examples of problem situations related to lack of planning.

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