Estate Planning for Non-Traditional Families sprd by Glenmede Trust Company

Date: Tuesday, May 12, 2009
Time: 7:30 am - 11:30 am
Speaker: Tamara E. Kolz of Boston, MA
LOCATION: Crowne Plaza Cleveland City Centre Hotel 777 St. Clair Avenue NE (complimentary parking available in hotel garage) 7:30 am - Registration and Buffet Breakfast 8:15 am - 11:30 am Seminar About the program Laws are not equally applied to opposite-sex married couples as they are to same-sex couples, unmarried couples and their families. Even in states which extend rights to gay and lesbian couples or non-traditional families, such rights are at risk when the couples cross state lines, even if only while on vacation. Moreover, most states afford no rights to gay and lesbian couples and their families and where states do afford rights to these couples, those rights are not recognized at the Federal level. These families are particularly vulnerable and must take steps in the areas of both estate planning and family law to ensure that their loved ones are protected. Planning for same sex couples and unmarried opposite-sex couples involves estate, gift and income tax planning, as well as issues of family law, the neglect of any one of which can adversely affect the family greatly. This presentation will review such issues and provide helpful information and strategies for addressing them. About the speaker Tamara E. Kolz has recently started her own practice in the suburbs just outside Boston, Massachusetts, with offices in Melrose and Needham. She was previously a partner in the Boston office of the private wealth services section of Holland & Knight, LLP where she practiced for 15 years. Ms. Kolz represents clients in the areas of estate and gift planning, wealth preservation and transmission, estate and trust administration, pre- and post-nuptial agreements and cohabitation agreements. She has particular expertise in providing comprehensive advice to same-sex couples and clients with non-traditional families. Ms. Kolz is a frequent speaker before local professional and civic groups and on local radio and cable television regarding estate planning, property settlement agreements and legal issues facing same-sex couples. She is a past member of the American Bar Association Section of Family Law's Working Group on Same-Sex Marriages and Non-Marital Unions. As a member of the ABA's Working Group, Ms. Kolz co-authored a white paper titled An Analysis of the Law Regarding Same-Sex Marriage, Civil Unions and Domestic Partnerships. Ms. Kolz's expertise in the areas of same-sex and non-traditional estate planning and related family law issues has gained her a national reputation and she has been quoted in national magazines and spoken at the American Bar Association's annual conference, the American Institute of CPAs, the National Lesbian and Gay Law Association's Lavender Law conference and on the R Family vacation cruise hosted by Rosie O'Donnell and Kelli Carpenter O'Donnell. Ms. Kolz received her B.S. from Northeastern University summa cum laude in 1990, where she graduated first in her class. She earned her JD degree cum laude in 1993 from Harvard Law School and an LL.M. in taxation from Boston University School of Law in 2002. Continuing Education Credit The Council will apply for 3 hours of CLE for Ohio attorneys and CE credit for insurance and CFP

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