Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

What Does "I Do" Mean? Estate Planning Considerations for Same-Sex Couples in a Post-DOMA World

Date: Thursday, November 21, 2013
Time: 12:00 PM - 1:30 PM
Location: The Petroleum Club, Long Beach
Speaker: Mark Powell, Esq.

PRACTICAL PLANS
1 Park Plaza Suite 900 Irvine, CA 92614
(949) 885-8121
info@practicalplans.com

 

Mark will give a brief history of the Windsor case and the recent Prop 8 ruling, explore some of the ethical issues advisors face when working with same-sex couples, review the problems with planning for these couples in the past, and pinpoint planning strategies that make sense now.  

 

Mark is a California attorney certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization.

Mark graduated from the University of Georgia and received his law degree from Mercer University School of Law.
Mark regularly educates attorneys and other professional advisors about estate planning by speaking at continuing education events, including the USC Gould School of Law 2013 Tax Institute. He currently serves as an Adjunct Professor of Law at Chapman University Law School in the school's taxation program.

Worth Magazine named Mark as one of the top 100 estate planning attorneys in the country.
Mark has written extensively in a variety of media, including the California State Bar's Trust and Estates Quarterly, the Investment Management Consultant Association's Senior Consultant, the California Continuing Education of the Bar's Estate Planning & California Probate Reporter, Trusts & Estates magazine, the American Bar Association's Probate and Property magazine, the Journal of Accountancy, and Matthew Bender’s Major Tax Planning 2013. His research is available online at ssrn.com/author=1460273.

He lives in southern California, where he is involved with several charitable organizations, including Financial and Estate Literacy, Inc., the Laguna Beach High School Scholarship Foundation, and the Tustin Police Foundation. He is active at St. Mary’s Church and as an Associate of the Order of Holy Cross through Mt. Calvary in Santa Barbara.


MEETING SPONSOR

Brian Y. Chou, Esq.
333 City Boulevard West, Suite 2050                            
Orange, California 92868
Telephone: (714) 704-4828 ext. 120
Fax: (714) 704-1513
brian@barthattorneys.com
www.barthattorneys.com

Brian Y. Chou is an Attorney at the law firm of Barth Calderon LLP and his practice focuses on estate planning, asset protection, business succession planning, trust administration, and Probate.  Mr. Chou understands that confronting one’s mortality is not high on most clients’ list of things to do and his goal is to make the planning as accessible, digestible and (dare we say it?) enjoyable as possible.  Mr. Chou seeks to build lifelong relationships with his clients to ensure that as their personal lives and legal situations evolve, their estate plans continue to accurately reflect their wishes.  An active public speaker, Mr. Chou has presented to numerous groups all over Southern California, including Cal State Long Beach, the National Association of Realtors, the California Society of Tax Consultants, and the Chinese Parents Association for the Disabled.  Academically, Mr. Chou has earned a J.D./M.B.A. joint degree from Pepperdine University and a Bachelors in Economics from the University of California, Los Angeles.  He is especially proud of passing the California State Bar Certified Specialists Exam for Estate Planning, Trust & Probate Law.  For Mr. Chou, establishing a connection with the community is paramount.  To this end, he is active in a number of local organizations, including the Estate Planning & Trust Council of Long Beach, Provisors, Business Networking International, Bruin Professionals and Comprehensive Child Development, a non-profit providing early childhood educational programs for low income families in Long Beach. 

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