Same Sex Spouses, Partners and Adult Adoptions: Trust Administration Issues Presented by Beneficiary Relationships Audio Download

    By David G Keyko, Linda L Kotis, Matthew Jeffrey MacLean and Richard Sterling Franklin

    Same Sex Spouses, Partners and Adult Adoptions: Trust Administration Issues Presented by Beneficiary Relationships Audio Download

    Same Sex Spouses, Partners and Adult Adoptions: Trust Administration Issues Presented by Beneficiary Relationships Audio Download

    By David G Keyko, Linda L Kotis, Matthew Jeffrey MacLean and Richard Sterling Franklin

    PROGRAM INFORMATION This program will discuss fiduciary and trust administration issues when a beneficiary has a same-sex spouse or partner. The program will address: How recognition of a beneficiary's marital status and descendants can affect the trustee's powers and duties in the context of UTC and common law principles, state ...
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    PROGRAM INFORMATIONThis program will discuss fiduciary and trust administration issues when a beneficiary has a same-sex spouse or partner. The program will address:
    • How recognition of a beneficiary's marital status and descendants can affect the trustee's powers and duties in the context of UTC and common law principles, state support obligations and the settler's intentions. Because the laws recognizing same-sex marriage differ by jurisdiction and the federal DOMA allows a state to disregard same-sex marriages, a trustee may face conflicting rules when a trust is sitused in one state and has beneficiaries residing elsewhere;
    • Two high profile adult adoption cases, one of which was a substitute for gay marriage. Issues include challenges to recognition as descendants and interpretation of trust language;
    • Various ways attorneys and fiduciaries can mitigate litigation risks as they navigate the complex and changing legal landscape of laws governing nontraditional relationships.
    ModeratorLinda L. Kotis SpeakersRichard S. Franklin, David G. Keyko and Matthew J. MacLean

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430564AUD

    Publication Date

    4/1/2011 12:00:00 AM

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