EPC Sept Mtg. “A SEMINAR FOR ADVISORS OF SAME-SEX COUPLES”

Date: Tuesday, September 23, 2014
Time: 11:30am - 1:30pm
Location: West Shore Country Club
Speaker: Leanna Johannes, JD, & Max Berger, JD

A SEMINAR FOR ADVISORS OF SAME-SEX COUPLES”
Planning for Same-Sex Couples in a Post-Windsor World

In the wake of the Supreme Court’s Windsor ruling, a monumental ruling affecting the federal recognition of legally married same-sex couples, and the more recent ruling in the Pennsylvania Whitewood case, please join us for a discussion that examines the legal and social significance of these ground-breaking decisions. While many questions have been answered, many new considerations were raised for practitioners serving same-sex couples. Together, we will uncover the myriad of unique estate and financial planning issues raised for these couples, and offer practical guidance on key components of an effective plan for such couples.

Tuesday, September 23, 2014

11:30 AM – 12:00 PM    Networking

12:00-12:45 PM             Lunch

12:45 – 1:15 PM                        Program

 

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

 

$45.00 EPC Members

& First-Time Guests

$65.00 Non-members

 

Questions? Call Melissa Simpson, Council Administrator at

717-317-9117 or

email mis.simpson@icloud.com

See Upcoming Event Calendar