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Marcum LLP Recommends Top 10 Estate Planning Tips for LGBT & Non-Traditional Families

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"Carefully preparing an estate plan is essential for same-sex couples who are not presently afforded the same asset transference, tax elections or custodial rights available to traditional families. The recent Second Circuit Court of Appeals decision on the Defense of Marriage Act, which may lead to a Supreme Court decision that levels the playing field, creates additional urgency for same-sex couples to consider their estate plans," said Janis Cowhey, a partner in the firm's New York City office and a member of its Trusts and Estates Practice group. Ms. McDonagh frequently lectures on LGBT estate and income tax issues.

"Non-traditional families must be proactive in their estate planning or they could be subject to severe financial consequences. The inequitable access that these taxpayers have to tax treatments afforded traditional families requires them to be especially vigilant in their planning," said Nanette Lee Miller, national leader of Marcum's LGBT practice group and Partner-in-Charge of Assurance Services for the firm's California offices.

Marcum LLP is the thought leader in the specialty area of tax compliance and consulting services within the LGBT community. The Firm's professionals have more than 20 years of experience in dealing with the complex tax and financial rules faced by LGBT couples and families, state-by-state and around the country. For more information, visit www.marcumllp.com.

About Marcum LLP
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.

 
Nanette Lee Miller

Partner
Assurance
San Francisco, CA
Janis L. Cowhey

Partner
Tax & Business
New York, NY
 
 
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