by Arthur Geffen | Aug 6, 2013 | DOMA, LGBT, LGBT Issues
When New York residents Mark Strong and Craig Partin married in New York last October, their marriage wasn’t recognized by the federal government. So the duo took extra planning steps to make sure either spouse could afford the estate tax on what he would...
by Arthur Geffen | Jun 27, 2013 | LGBT, LGBT Issues
The Supreme Court’s decision allowing legally married gay couples to access federal benefits opens up an entirely new area of financial planning for gay couples. Everything from estate planning to Social Security to income tax returns and retirement...
by Arthur Geffen | Jun 26, 2013 | Health Care, Income Tax, LGBT, LGBT Issues
A CONSERVATIVE DECISION YESTERDAY, A LIBERAL DECISION TODAY. ALL KIND OF SOLOMONESQE FOR ME. BUT IT IS WHAT WAS PREDICTED. Supreme Court strikes down Defense of Marriage Act, paves way for gay marriage to resume in California – NBC...
by Arthur Geffen | Sep 28, 2012 | DOMA, LGBT, LGBT Issues
As same-sex couples wait for the Supreme Court to decide if it will hear one of five challenges to a law that bans federal recognition of gay marriage, opening arguments were heard Thursday in one such case in New York. The case before the U.S. 2nd Court of...
by Arthur Geffen | Sep 10, 2012 | Estate Planning, Estate Planning Solutions, LGBT, LGBT Issues
Several challenges to the Defense of Marriage Act could reach the Supreme Court within the next year, but only one involves the estate tax that surviving same-sex spouses are forced to pay when a partner dies. The consequences can be severe, as Edith Windsor,...
by Arthur Geffen | Aug 16, 2012 | Estate Planning, LGBT, LGBT Issues
A federal court found that the Defense of Marriage Act’s (DOMA) denial of equal benefits to same-sex couples violates the Equal Protection Clause of the Fifth Amendment, and awarded reimbursement for a tax bill paid on estate taxes to the surviving spouse of a...
