Take four steps today to get a jump-start on the New Year and your legal and financial planning!
1. Mark your calendar: If you haven't already, be sure to mark your calendar and spread the word about our FREE workshop: "Legal and Financial Planning Strategies for Same-Sex Couples and LGBTQ Individuals."
WHEN: Wednesday January 4, 2012, 5:30–7 p.m.
WHERE: Vermont Interactive Television studios in:
- Williston
- Brattleboro
- White River Junction
- Montpelier
WHY: Because the rights of LGBTQ individuals and couples depend on which state you're in, you need to protect yourself, your family and your dreams.
2. Send in your questions: We want to make sure you have your questions answered. To help us plan this event to meet your needs, we encourage you to send us your questions concerning legal and financial planning. Send your questions in advance to Alexia Venafra at AVenafra@langrock.com.
3. Spread the word: Talk up this event with family, friends, neighbors, co-workers and share it by forwarding this email, tweeting it and Facebooking it.
TWEET THIS:
1/4/12 #VT: FREE workshop: Legal & Financial Planning Strategies for Same-sex Couples & LGBTQ Individuals http://bit.ly/sJ1gQj Pls RT!
POST THIS TO FACEBOOK:
Check out this FREE workshop on 1/4/12:
http://www.vtfreetomarry.org/2011/11/save-the-date-142012-legal-financial-planning-workshop.html R.S.V.P. on Facebook: https://www.facebook.com/events/288888391134088/
SHARE THE EVENT FLYER: Click here to download the flyer, then print it and hang it around town -- and email it to your friends.
4. Read more about this event:
Attend this event to have your questions answered for FREE by professionals with extensive legal and accounting expertise, who support our movement to achieve full equality.
LGBTQ couples, families, and individuals face a complicated and confusing legal patchwork in the U.S. and abroad. Although we have civil marriage equality, adoptive parent recognition, and other important LGBTQ safeguards WITHIN Vermont, our families are vulnerable whenever we travel to places that lack these crucial legal recognitions. And because of discriminatory US laws like the so-called Defense of Marriage Act (DOMA), the federal government does not provide many of the legal protections our families need.
Because the rights of LGBTQ individuals and couples depend on which state you're in, you need to protect yourself, your family and your dreams.
The presentation will cover:
- Wills
- Advance directives
- Financial powers of attorney
- Adoptions
- Donor agreements
- Surrogacy agreements
- Choice of filing status on your Income tax returns
- Appropriate allocation of itemized deductions on your Income Tax Returns, such as mortgage interest and real estate taxes
- Maximizing available credits on your income tax returns
- Estate and gift taxes
Presenters Kenneth M. Nussbaum, CPA/PFS, JD and Alexia Venafra, Esq. will co-present and answer your questions. Ken is a CPA and consultant who works extensively with same-sex couples, and Alexia is a VFM board member and an attorney with Langrock Sperry & Wool, LLP, where she works with LGBTQ clients on estate planning and business succession planning, as well as on family law issues such as adoptions, prenuptials, and surrogacy and donor agreements.
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Please make a contribution today to Vermont Freedom to Marry.
Your financial commitment will support our work to assist other states and the national effort to gain civil marriage rights and erase discrimination for same-sex couples.
Your financial commitment will support our ability to be your Vermont resource on LGBT marriage and family issues. It will allow us to continue our work assisting other states in furthering civil marriage rights and erasing discrimination for same-sex couples. Please donate today.
Mail a check to:
Vermont Freedom to Marry Task Force
8 Oak Street
Essex Junction, VT 05452
