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Estate Planning for Transgender Clients

Friday, March 2, 2012 12:00 PM to 1:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


This is a Massachusetts LGBTQ Bar Association Program.

An attorney working with a transgender client must anticipate issues that may not arise with other clients. This presentation will provide an overview of relevant laws (on a national scale) and practical considerations with respect to drafting and executing wills and non-testamentary instruments, recognition of marriage for estate planning purposes, drafting incapacity documents, and postmortem planning for transgender clients. A roundtable discussion will follow to consider Massachusetts-specific estate planning issues and best practices.

Sponsoring Section/Committee(s):




Patricia Johnson


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