Past Seminars

San Francisco Workshop

LGBT Estate Planning and Wealth Planning After the Supreme Court Decisions

Sponsored by Bank of the West Castro Branch, A Division of Regional Banking Group and Fiduciary Solutions, A Division of Wealth Management

Alma Soongi Beck, Esq. of Lakin Spears LLP, and
Rachel Brasso, VP and Trust Office Manager, Bank of the West Fiduciary Solutions

Wondering how the recent U.S. Supreme Court cases affect your estate planning and financial planning issues? United States v. Windsor profoundly affected same sex couples in California when it was decided in June 2013. The decision in Obergefell v. Hodges this past June changed the legal and financial landscape as well.

Top questions:

  1. 1. Should we marry?
  2. 2. Should we register as California state domestic partners (and how long will domestic partnership be around)?
  3. 3. What do we need to review in our estate plan?
  4. 4. What do we need to review in our financial plan and investments?
  5. 5. When is the right time to bring in a corporate fiduciary services company?

The workshops are free, but to ensure seating, you must register. Wine and cheese served.

Bank of the West Castro Branch. 2299 Market Street, San Francisco