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Financial Considerations for Same-Sex Married Couples after Windsor

A Financial Communications Section Brown Bag Discussion



Hosted by the Financial Communications Section.

Availability
This interactive discussion is not currently available. Email the Sections Department to inquire about future availability of this program.

Categories: Communication Strategy, Emerging Trends

The U.S. Supreme Court decision in the Windsor case created a continuing whirlwind of legal and financial changes for same-sex married couples. These changes created unique challenges for same-sex couples and their financial advisors. Featured speaker Bruce Hoffmeister, a senior financial planner at Wilmington Trust, will provide an overview of the recent legislative, regulatory, and judicial developments affecting same-sex marriages. Hoffmeister will talk about his experience assisting same-sex couples with financial planning, as well as:

  • The current state of same-sex marriage in the U.S.
  • The landscape of federal benefits after Windsor.
  • Unique legal and financial challenges for same-sex marriage.
  • Building practical financial plans for same-sex couples.
  • Creating LGBT friendly financial planning practices.

Presenter

Bruce Hoffmeister, senior financial planner, Wilmington Trust

Photo of Bruce Hoffmeister Hoffmeister has nearly 30 years of financial services experience, specializing in estate planning, wealth management and tax planning. He is based in Washington, D.C. Previously, Hoffmeister was a senior financial planner with Wells Fargo Private Bank.

 


 
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