Alma Soongi Beck is a partner in the Trusts and Estates Group at Lakin Spears, LLP, in Palo Alto, California. She is certified by the California State Bar Board of Legal Specialization in estate planning, trust and probate law. Alma’s estate planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA Inheritance trusts, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage, and property co-ownership.

Presented by:

ABOUT | EVENT LIBRARY | IDEA FORUM | CONTACT

PITFALLS TO AVOID IN PLANNING FOR SAME-SEX COUPLES AFTER RECENT SUPREME COURT DECISIONS

You'll Learn About:
• The pros and cons of marriage and marriage equivalent statuses such as domestic partnership and civil unions

• New actions that should be taken to fully take advantage of marriage equality protections

• Leveraging estate and financial planning when marriage protections are not available

More Events and Recorded Videos:

• Under Pressure: Interest Rates, Regulation and More Put the Squeeze on Insurance Products
• Don’t Reduce Estate Tax: Eliminate It In 2018. Why and How
• Finding the Silver Lining: How to Turn a Tax Liability into Tax-Free LTC Benefits
• Planning Opportunities in the Asset-Based Long-Term Care and Chronic Illness Insurance Market
• Underwriting Niches for 2017 - Uncovering New Cases
• Viable Estate Planning Techniques When § 2704 Regulations Become Final

FILL OUT TO SEE RECORDING