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Same Sex Marriage

In 2013 the US Supreme Court cleared the way for same sex marriages in California and other
jurisdictions. While the individual states must decide for themselves how they will handle this issue,
California already allows such marriages and has such infrastructure in place.

These couples need to have their estate plans created or updated to include the provisions
previously denied to them under the Defense of Marriage Act (DOMA) as struck down in United
States v Windsor 570 US __ (2013). Now, same sex couples need to understand and plan for the
use of community property, step-up basis and the use of Credit Shelter Trusts; all benefits previously
denied to them.

Further, our estate plan is written according to California law. This means that when the Settlors of
the trust move to another state which does not recognize same sex marriage, their trust is
administered as per California law which does.

If these issues concern you and your family, please see us for a free consultation to show you the
benefits now available.