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

  Gender Fluidity in Estate Planning: Introduction & Key Terms

  on demand video Add to Cart

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

  Gender Fluidity in Estate Planning: Considerations for Individuals and Couples

  on demand video Add to Cart

  • 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

  Gender Fluidity in Estate Planning: Considerations for Families

  on demand video Add to Cart

  • 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

  Gender Fluidity in Estate Planning: Drafting Considerations

  on demand video Add to Cart

  • 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
  

Chair

Faculty