Bullet-Proofing an Estate Plan for Non-Traditional Married Clients
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Amos Goodall, Esq.
February 19, 2025
Description:
Clients in non-traditional marriages are worried about whether changes to the laws of marriage might affect their formal relationships and estate plans. While it may not be possible to preserve all tax advantages arising from one’s marital status, it may be possible by contract to replicate the substantive aspects of an estate plan. Even if law changes do not “claw back” the status of clients who are validly married, these techniques may be used for clients who had not married before a change in the law occurred.
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and
regulatory agencies for a variety of professionals that participate on our teleconferences may still receive
continuing education credit for their participation. If a participant wishes to receive CE credit for their
participation in these teleconferences, they must apply to receive credit on their own and through their
individual states and regulatory authorities. It is the responsibility of the participant to file for CE
credit and is not guaranteed by the webinar sponsors.
Amos Goodall, Esq.
Amos Goodall, with the eldercare and special needs planning firm of Steinbacher, Goodall & Yurchak, is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, is a Fellow both of the American College of Trust and Estate Counsel and of the National Academy of Elder Law Attorneys (NAELA), and is a member of the Special Needs Alliance.
He advises persons and families with estate planning concerns, competency issues and estate administrations, and is a frequent lecturer on ethics and Elder Law topics. Amos received his bachelor of arts degree from Franklin and Marshall College, his juris doctor from Fordham University School of Law, and his LL.M. in Elder Law from Stetson University.
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