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EPI 2018: Avoiding the Knot: Estate and Tax Planning for Unmarried Couples

Join Katy Fluet and Nicole Pearl as they discuss estate and tax planning options and strategies for unmarried couples.  

 

1.5 hours MCLE Credit, including 1.5 hours in Estate Planning and 1.5 hours in Estate, Gift Tax and Estate Planning

Join Katy Fluet and Nicole Pearl as they discuss estate and tax planning options and strategies for unmarried couples.  

  • Who are they?
  • Foregone benefits
  • Preserving property rights
  • Tax implications of express or implied agreements
  • Seizing gift tax opportunities
  • Preparing estate plans

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54828-191

Live program recorded 4/21/18.

 

Join Katy Fluet and Nicole Pearl as they discuss estate and tax planning options and strategies for unmarried couples.  

  • Who are they?
  • Foregone benefits
  • Preserving property rights
  • Tax implications of express or implied agreements
  • Seizing gift tax opportunities
  • Preparing estate plans

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

NICOLE M. PEARL

NICOLE M. PEARL

Nicole M. Pearl, McDermott Will & Emery, Los Angeles, advises clients on estate planning, wealth transfer planning, marital property agreements, business succession planning and post-death administration. With extensive experience in estate and tax planning for gay, lesbian and unmarried couples, Nicole regularly speaks on these and other topics at programs sponsored by several professional groups and organizations. She received her J.D., from U.C. Berkeley School of Law..

KATRINA (KATY) CRAFTON FLUET

KATRINA  (KATY) CRAFTON FLUET

Katrina (Katy) Crafton Fluet, McDermott Will & Emery, Menlo Park, advises high-net-worth individuals, families and charities on all aspects of federal and state estate, gift and generation-skipping transfer tax matters, charitable planning and succession planning for closely held companies. In addition, she has extensive experience in lifetime and post-death estate and trust administration, including representation of individual and corporate fiduciaries, and individual and charitable trust beneficiaries. Katy also advises gay, lesbian and unmarried couples regarding their unique estate and tax planning issues. She lectures to regional and national audiences on a broad variety of topics. She received her J.D., from the University of Illinois College of Law.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital