Seattle

Contact

Out & Equal
networks@outandequal.org 
415-694-6500 

When

Thursday, October 25
5:00pm - 7:00pm

Add to my calendar 

Where

US Trust 
800 5th Avenue
Seattle, WA 98104
 

 
Driving Directions 

October 25 - Join us for an informative presentation on LGBT Estate and Benefits Planning. Bank of America, Merrill Lynch Trust Company, U.S. Trust, and Out & Equal Seattle have teamed up to bring you an empowering update on current partnership rights and benefits for LGBT couples. The topics covered include:

  • Differences in estate planning for same-sex partners 
  • Key documents and designations required
  • Review of estate planning strategies
  • Review of lifetime wealth transfer strategies

Michael E.S. McCarthy, Managing Director of U.S. Trust in the Office of Chief Register nowFiduciary, will address these pertinent LGBT employee and employer concerns. Mr. McCarthy is an estate planning attorney with over 30 years of experience.

Where:
US Trust Seattle
800 5th Avenue, 32nd floor
Seattle, WA 98104

When:
Thursday, October 25
5:00pm - 7:00pm

This program is free and registration is required.

Special thanks to our sponsors: