Money Matters: Shall We Wed? Financial Planning and Same-sex Households

Event Details

Recent changes in federal and state law, policies, and procedures affect taxation, government and employee benefits, and how assets are transferred after death depending on the marital status of same-sex couples. Thom Chu discusses the benefits and burdens of marriage compared with domestic partnership or legal stranger status.

Thomas K. Chu is an estate planning attorney practicing in lower Manhattan and a Candidate for Certified Financial Planner® certification. He is a member of PridePlanners, a national network of financial professionals serving the gay and lesbian community.

    

 

Seating is on a first come, first seated basis.

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  • Audience: Adults, Businesspeople