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LGBTQ Planning Issues

Using a special trust advisor.

The modern estate-planning attorney will represent a significant number of lesbian, gay, bisexual, transgender and queer (LGBTQ) clients or clients who have family members or other potential beneficiaries in the LGBTQ community.1 The number of those clients is growing.2 Laws and drafting and planning techniques often haven’t kept pace and have failed to address some of the unique needs of this community. It’s also important for practitioners to understand that even if a


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