Estate Planning for Unmarried Couples CLE

[As seen on the Wills, Trusts & Estates Prof Blog]

The American Bar Association Section of Real Property, Probate and Trust Law and the ABA Center for Continuing Legal Education are sponsoring a teleconference and live audio webcast on July 10, 2007 entitled Estate Planning and Cohabitation Agreements for Unmarried Couples.

Here is description of the program:

Since most legal standards are based on the marital contract, unmarried couples, same sex or otherwise, are not afforded the same rights and protections as married couples. From such issues as employee benefits and housing rights, to the challenge of just having a relationship recognized, unmarried couples face an uphill battle.

The increase in unmarried couples makes it more likely that estate planners will represent one or both partners. What challenges/problems face this growing aspect of the population? Which estate planning strategies are most suitable for such clients? How can domestic partners provide for one another contractually in the event of death or break-up? Learn how to resolve these issues and better serve your clients.

Topics will include:

  • Differences and similarities between planning for married and unmarried couples
  • Cohabitation agreements (with sample form)
  • Estate planning for unmarried couples
      Grantor Retained Income Trusts
      Family Limited Partnerships
      Charitable Remainder Trusts
      Inter Vivos Trusts
      Life Insurance
  • End-of-life directives
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