Leaving a Legacy: Financial Estate Planning

Careful financial planning ensures that our legacies live on by providing for our spouses, partners, children, relatives and friends. The second event in our two-part series offering estate-planning tools and resources for LGBTQ people, this workshop focuses on a range of financial-planning strategies and instruments. Attorney Alma Soongi Beck will discuss wills, living trusts, powers of attorney, marriage and domestic partnership considerations, document language for nonbinary and transgender people, property tax and co-ownership issues for unmarried couples who are not domestic partners.
Speaker
Alma Soongi Beck is a partner in the Trusts and Estates Group at Lakin Spears LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law. Prior to joining Lakin Spears, Alma was principal and founding attorney of the Beck Law Group, P.C. Her estate-planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA inheritance trusts and beneficiary-controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage and property coownership.
Visit glbthistory.org/legacy-circle to learn more.