Product Description

Estate planning must evolve to meet the needs of an increasingly gender-diverse society. This new program explores the legal and practical implications of gender fluidity in estate planning, including considerations for name and gender marker changes, fiduciary selection, inheritance rights, and ensuring client documents reflect their identities and wishes. Join us for a discussion of best practices and inclusive strategies for serving gender-diverse clients. 

Agenda & Materials

• 12:00 - 12:05pm

  Introduction & Key Terms

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 12:05 - 12:20 pm

  Considerations for Individuals and Couples

  • Communicating with Gender-Fluid Clients and Beneficiaries
  • Legal Identity and Documentation
  • Marriage Recognition and Non-Marital Arrangements

  Ruth A. Mattson, Esq., Verrill Dana LLP , Boston
  
• 12:20 - 12:35 pm

  Considerations for Families

  • Overview of the Massachusetts Parentage Act
  • Impact on LGBTQ+ Families and Modern Family Structures
  • Fiduciary Considerations and Navigating Inheritance Rights under the New Law

  Katelyn M. Mills, Esq., Tinti & Navins, PC , Wellesley
  
• 12:35 - 12:50 pm

  Drafting Considerations

  • Respectful Language & Pronouns
  • Affirmation of Identity
  • Fiduciary Appointments
  • Definitional Clarity
  • Future-Proofing

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 12:50 - 1:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty