Planning for the "Real" Modern Family

Date: Wednesday, June 7, 2017
Time: 1:00pm - 5:00pm
Location: Montgomery County Community College
Speaker: Benjamin L. Jerner, Esq. & Tiffany L. Palmer, Esq., Jerner & Palmer, P.C.

Dear MCEPC Members and Friends,

  The Montgomery County Estate Planning Council

  Presents…Our Annual Seminar

"Planning for the "Real" Modern Family"

  • Yours, Mine & Ours
  • Non-Traditional Families
  • LGBTQ Families

 

Attendee’s will learn how to help Non-traditional families with their estate planning needs. Attendee’s will learn about issues with remarriage and blended families (such as titling assets, beneficiary designation forms, POA, pre and post nuptial laws), other non-traditional family structures (such as Single, unmarried cohabitation, grandparents raising children), and LGBT families & developments Post-Obergefell including intestate succession and elective share, donor-conceived children, inheritance tax developments, social security considerations, and laws of parentage across the country.

  When: Wednesday, June 7, 2017, 1:00pm-4:30pm, followed

by Cocktails/Hors d'oeuvres from 4:30-5:30pm. Registration begins at 12:45pm

Where: The Montgomery County Community College College Hall (lower level)
link to the campus map: http://www.mc3.edu/about-us/directions-and-maps/map-cc

Our thanks to our Sponsors:

  • The Montgomery County Foundation, Inc.
  • Diccianni Financial Group, Inc
  • Montgomery County Community College
  • IKOR of Delaware and Montgomery Counties
  • ​Wouch, Maloney & Co., LLP CPAs
  • ​Timoney Knox, LLP

 

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