LGBT Estate Planning

Same-Sex Couples and Social Security Spousal Benefits

Posted on: November 20th, 2015
Our Chapel Hill estate planning attorney Samantha Reichle recently wrote a post explaining the eligibility requirements and benefits that are now legally available to married same-sex couples nationwide. ...

New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

Posted on: May 29th, 2015
Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. ...

Portability Deadline Weeks Away for Estate Tax Exclusion

Posted on: December 11th, 2014
For estates of decedents who died in 2011 or 2012, the chance to elect portability of the decedent’s estate tax exemption will expire on December 31, 2014....

Same-Sex Marriages Legal in NC: Prenuptial Agreements & Estate Plans

Posted on: November 13th, 2014
Before October 10, 2014, same-sex marriages were not recognized in North Carolina. This posed complicated tax filing and estate planning challenges for North Carolina LGBT couples who legally married in an out-of-state jurisdiction....

Same-Sex Marriage Update

Posted on: October 9th, 2014
On Monday, during its first day in session, the Supreme Court declined to hear seven pending appeals from federal appellate courts regarding same-sex marriage. The denials, which came without comment, mean that there is still no declaration at the national level that denial of same-sex marriage is unconstitutional. ...

Last-Minute Tax Review for Same-Sex Couples

Posted on: March 28th, 2014
As Americans across the country prepare tax returns in the final days before April 15th, married same-sex couples face unique tax filing requirements. ...
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