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Estate Planning for Nontraditional Families

Peggy R. Hoyt, Esq. and Candance M. Pollock, Esq

Estate Planning for Nontraditional Families addresses areas of estate planning vulnerability faced by committed, unmarried couples who either choose not to or are unable to marry, whether they are of the same or opposite genders.

It also addresses risks faced by married same-gender couples. The intent is to show how standard estate planning tools can either provide useful solutions or have undesirable outcomes for unmarried couples and married same-gender couples.

Topics covered in this course include:

  • Defining the Family
  • The State of the Union
  • The Automatic Wedding Gift
  • Limited Experience, Understanding, and Skill within the Advisor Community
  • Ethical and Practical Considerations
  • Asset Ownership and Unintended Consequences
  • Estate Planning Options
  • Special Considerations for Life Alliance Partners

Course Details
Price:  $30.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-5152
Course was last updated on:  05/06/08
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Library:
Wealth Management

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 1 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Katrina W. submitted on 11/23/2009
advice on actual planning tools
Reviewer: Lori H. submitted on 07/09/2009
Subject matter that was not available elsewhere. Links to reference material such as the article.
Reviewer: Regina W. submitted on 11/11/2008
I liked the course content and how it was presented.
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