Tips and Traps for the Advisor Post Prop 8

Join The San Francisco Foundation and Horizons Foundation for an interactive discussion as we examine how to advise clients in a world of legal uncertainty.

Bring your client questions to discuss real life situations that are appearing as advisors move into even more uncharted territory.

Discussion questions will include:

• How do the differences in relationship recognition matter from an advisor's point of view, in connection with legal, tax, and financial planning?

• Are you planning for an individual client or a couple?

• Should married couples also register as domestic partners?

• What are the differences between state and federal marriage laws?

• What are the primary advantages and disadvantages to status categories (i.e., not married, registered, married) from a planning standpoint?

• How should you analyze and plan for couples married outside of California?

Panelists:

• Deb L. Kinney, Estate Attorney, DLK LawG roup PC
• Chris Kollaja, Partner, A.L. Nella & Company
• Barry R. Taylor, Portfolio Manager, Bingham, Osborn & Scarborough, LLC

Continuing education credit for attorneys and CPAs. Credit pending for CFPs and CTFAs.

Light breakfast will be served. Call 415.733.8590 to RSVP.