Webinar: LGBTQ Planning

Jun 18, 2020 02:00pm -
Jun 18, 2020 03:00pm

Event Description

AAA-CPA Webinar

LGBTQ Planning: Almost 5% of the Population Identifies as LGBTQ What Skills Do Planners Need to Properly Serve the Modern Family        


Thursday, June 18, 2020 at 2:00pm Eastern


Presented by: Martin M. Shenkman, Esq., Steven Kriz, Esq., and 

Melisa Seyhun

The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the U.S. population identified as lesbian, gay, bisexual, transgendered or queer ("LGBTQ"). Estate planners, financial advisors, insurance consultants, trust officers, and others must be prepared to interpret existing estate planning documents and plans in light of the evolving family and have the skills to craft new estate plans to address the modern family, including evolving concepts of gender. Attorneys need the skills to draft legal documentation to address these realities. Concepts like gender that once seemed fixed are now fluid due to the evolving social environment, advances in medical technology, and changes in the law. The nuclear family has been redefined over the past decade, both in our culture and our laws. This webinar will discuss important planning considerations with a focus on addressing LGBTQ needs. It will explain the vocabulary and planning tools practitioners in all disciplines need to serve not only LGBTQ clients but the modern family generally.


Date & Time

Webinar: Thursday, June 18, 2020                                                                

2:00 p.m. - 3:00 p.m. Eastern (11:00 a.m Pacific)


NASBA approved for 1.0 CPE credit; 1.0 (M)CLE credit*



Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 


Martin M. Shenkman, 

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD , is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning, planning for closely held businesses, estate administration.  A widely quoted expert on tax matters, Mr. Shenkman is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network. Full biography available by clicking here.


Steven L. Kriz, Esq., CPA, MBA, PFS,AEP, JD is an associate at Levenfeld Pearlstein, LLC's Trust and Estates Practice Group.  As a part of his estate planning practice, Steve generally focuses on counseling high net worth individuals and families on structuring and implementing their unique estate planning goals.  Although he is experienced in all aspects of trust and estate administration, he concentrates on estate and gift taxation, wealth preservation and asset protection, and succession for closely held businesses. Steve is involved in the Chicago Estate Planning Council and has written for the Illinois Institute of Continuing Legal Education (IICLE). In his spare time, Steve enjoys spending time with his family, running throughout the city, practicing the piano (he is a classically trained pianist), and, when time permits, travelling the world. Full biography available by clicking here.


Melisa Seyhun, CPA, MBA, PFS, AEP, JD is an Assistant Vice President in the Strategic Wealth Advisory Group (SWAG) within Merrill Private Wealth Management. Melisa works closely with the advisors of wealthy families and individuals, helping clients to achieve their financial, personal, and legacy goals. She works collaboratively with clients' advisors, providing holistic service to aid in pursuing sustainable, long term strategies.

Melisa is a Trust & Estate Fellow with the American Bar Association's Real Property Trust & Estate Law Section, serves on the Chicago Community Trust's Young Professional Advisory Committee, and participates in the Young Leaders Fund, providing grants to small Chicago charities focused on Childhood Development and Education. She is a graduate of The George Washington University Law School (J.D. 2016) and Loyola Law School (LL.M. Taxation 2017).

Full biography available by clicking here.


Please contact info@attorney-cpa.com with any questions. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.  


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.  


*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.




Event Type:Study Group
Early registration ends on Aug 12, 2019.
Regular registration starts on Aug 13, 2019 and ends on Jun 17, 2020.
Late registration starts on Jun 18, 2020.
(GMT-05:00) Eastern Time (US & Canada)