LGBTQ Planning Issues: Using a Special Trust Advisor

Trusts & Estate’s Magazine
July 2020

The modern estate-planning attorney will represent a significant number of lesbian, gay, bisexual, transgender and queer (LGBTQ) clients or clients who have family members or other potential beneficiaries in the LGBTQ community.  The number of those clients is growing.  Laws and drafting and planning techniques often haven’t kept pace and have failed to address some of the unique needs of this community.  It’s also important for practitioners to understand that even if a particular client isn’t known to be LGBTQ or have current family members who are LGBTQ, it’s possible that a future descendant will be LGBTQ.  This should be factored into drafting and planning.

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