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GLBT History Museum: Leaving a Legacy: Financial Estate Planning
September 4 @ 12:00 pm - 1:00 pm
Careful financial planning ensures that our legacies live on by providing for our spouses, partners, children, relatives and friends. The second event in our two-part series offering estate-planning tools and resources for LGBTQ people, this workshop focuses on a range of financial-planning strategies and instruments.
Attorney Alma Soongi Beck will discuss wills, living trusts, powers of attorney, marriage and domestic partnership considerations, document language for nonbinary and transgender people, property tax and co-ownership issues for unmarried couples who are not domestic partners. This event will include a Q & A session for those who register in advance. Learn more about this series and how to plan for the future at glbthistory.org/legacy.
Alma Soongi Beck is a partner in the Trusts and Estates Group at Lakin Spears LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law. Prior to joining Lakin Spears, Alma was principal and founding attorney of the Beck Law Group, P.C. Her estate-planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA inheritance trusts and beneficiary-controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage and property coownership.
HOW TO PARTICIPATE
This event will take place online. After you register, you will receive a confirmation email with a link and instructions on how to join the Zoom webinar as an attendee.
Register online here: https://bit.ly/2O9O4ev
The event is limited to 500 attendees.
ASL interpretation provided upon request. Please write at least three days in advance of event to email@example.com.
JOIN THE GLBT HISTORICAL SOCIETY
Become a member of the GLBT Historical Society for free museum and program admission, discounts in the museum shop and other perks: www.glbthistory.org/memberships.
Image credit: Photo of Alma Soongi Beck courtesy of same.