Skip to main content


Steven Kriz to Present on LGBTQ: Estate, Financial and Legal Planning and Drafting

Event Date

June 05, 2020

Read Time

1 minute


Trusts & Estates Attorney, Steven Kriz will be a presenter in a Leimberg Webinar Services program on topic "LGBTQ: Estate, Financial and Legal Planning and Drafting."

The number of lesbian gay bisexual transgender and queer (“LGBTQ”) clients is significant and growing. Practitioners need to understand how estate and financial planning may have to be tailored to properly serve the LGBTQ client.

  • What is appropriate terminology to use (and inappropriate terminology to avoid)? What unique issues effect estate planning for this community?
  • What issues affect determination of heirs under documents?
  • How might medical expenses be treated?
  • Issues that might arise with name changes, and more.
  • Drafting and planning techniques have often not kept pace or addressed some of the unique needs of this community.

It is also important for practitioners to understand that even if a particular client is not known to be LGBTQ, that there is a likelihood of a future descendent being LGBTQ. This should be factored into the drafting and planning.


For more information and registration, please click here

Filed under: Trusts & Estates

April 13, 2022

Adam Garber to Present at the Chicago Estate Planning Council Workshop on Post-Death Tax Liability

Read More

October 25, 2021

Lauren Wolven to Present at the Jewish Federation of Metropolitan Chicago’s 49th Annual Louis Susman Memorial Tax Seminar

Read More