Estate Planning Non-Traditional Couples

Building a succession plan for a non-traditional couple presents a number of complications that generally are not present for a typical husband and wife estate. Whether for same-sex couples, blended families with shared and/or separate kids, or couples with no legal relationship, the attorney must consider differences in the application of tax rules, probate, HIPPA, and retirement.
In this program, California estate planning attorney Danielle Barger covers estate planning issues for various non-traditional couples in California. She begins by giving an overview of foundational estate planning principles. Then she compares and contrasts how these principles apply to different familial relationships.