The recent Supreme Court ruling in United States v. Windsor, which
struck down Section 3 of the Defense of Marriage Act (“DOMA”) as
unconstitutional, has far-reaching ramifications for federal income, estate,
gift and GST tax planning, as well as for welfare and retirement benefits under
Our panel of tax experts will discuss the Windsor
decision and the immediate and possible retroactive effects under federal tax
and related laws. This program will provide an in-depth analysis of the numerous
tax implications and discuss best practices for advising both institutional and
private clients in light of the ruling.
I. Income tax implications post-DOMA
benefits implications post-DOMA
III. Estate, gift and GST tax implications
IV. Potential future guidance and
Scott E. Squillace, Esq.
Squillace and Associates, P.C.
Kerry L. Spindler, Esq.
Richard L. Jones, Esq.
Sullivan & Worcester
Thomas J. McCord, Esq.
Nixon Peabody LLP
Thanda Aye Fields Brassard,
Fiduciary Trust Company
Holland & Knight LLP
Amy E. Sheridan,
Sullivan & Worcester LLP
BBA Member - $130.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Student - $30.00
If the cost of this seminar would preclude you from attending, please
contact us about tuition scholarships.