Modern Family Estate Planning: Unmarried Couples and Same-Sex Couple Considerations
Kansas and Missouri CLE = 1 hour
Johni Hays, JD, Vice President, Thompson & Associates
MODERN FAMILY ESTATE PLANNING: UNMARRIED COUPLES AND SAME-SEX COUPLE CONSIDERATIONS
Take your knowledge about estate planning to another level by learning what obstacles and roadblocks exist for donors in unmarried relationships and those in same-sex relationships when planning their estates. While several states recognize same-sex marriage and spousal rights, the majority do not—making it even more critical than ever for same-sex couples to employ valid estate plans. Learn how the recent U.S. Supreme Court’s decision helps or hurts the situation. Having an understanding of the estate planning issues facing same-sex couples or unmarried opposite sex couples will improve your ability to build and foster relationships with these prospective donors.
PPP Tracks: Charitable Estate Planning – Approaches to gifts integrating current or deferred components; Gift Design Essentials – Best practices for structuring gifts that benefit both donors and charitable organizations; Core Competencies – Essential knowledge or skills from disciplines related to the field of philanthropic planning.
Johni Hays, Vice President with Thompson & Associates, is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. She serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling and the National Underwriter.
Johni frequently lectures on a national basis to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993.
Prior to joining Thompson & Associates, Johni served as the Senior Gift Planning Consultant for The Stelter Company and prior to that as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning. She also worked with the insurance industry helping agents with estate and charitable plans for their clients.
Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988. She serves as the President of the Institute of Charitable Estate Planning is a designated one of its Fellows in Charitable Estate Planning (FCEP).
Johni is a board member of the Partnership for Philanthropic Planning and a charter member of PPP’s Leadership Institute. She is also a member of the Mid-Iowa Planned Giving Council and the Mid-Iowa Estate and Financial Planners Council (president 2007-2008). Johni has been a member of both the Iowa Bar and the Florida Bar since 1993. She lives in Des Moines with her husband, Dave.
September 12 7:30 a.m. – 9 a.m.