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July 30, 2014
Vincent Liberti Jr. Facilitates National Seminar: “For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients”

Vincent Liberti, Jr. will be a faculty member, writer and presenter for the “For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients” live national webinar sponsored by Lorman Educational Services. The seminar will take place Wednesday, September 10, 2014 from 1:00 – 2:30 pm EST. The seminar is tailored for advisers representing same-sex spouses and non-married same-sex couples (including lawyers, accountants, financial planners and other advisers) and will cover the many changing laws and areas of concern for non-traditional clients relating to estate planning, including recent legal changes regarding the recognition of same-sex spouses, competing state and federal laws, and the changing guidelines regarding benefits. In particular, participants will learn information about the prevailing legal status of same-sex marriages across the nation, issues regarding tax treatment federally and with state nuances, issues with gift taxes, social security benefits, marital legal obligations, terminating the relationship, transfer tax issues, Medicaid planning and more. Click here to access detailed registration information or contact Vincent Liberti for additional information.

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Vincent A. Liberti Jr.