Viva La Famiglia! Advising Diverse Clients and their Families in…
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
June 13, 2022
Joseph P. Scorese
New York City Bar Association
Estate planning practitioners now face a myriad of subtle considerations when counseling clients. Attorneys in this practice area who are insensitive to a client’s unique family configuration do so at their peril. This panel presentation highlights the changing face of diverse family situations for clients in the world of estate and trust planning. Specific circumstances to be explored include age diversity between spouses, providing for children born through assisted reproductive technology (ART) or adoption, planning for LGBTQ spouses, partners and children, and special considerations involving geographic, cultural and religious diversity. Practical tips in understanding and relating to a client’s individual needs and desires and proposing and implementing flexible and dynamic solutions will be discussed.