Planning for "Unmarried" Couples:
A seminar for professional advisors in accounting, investing, and insuring

Breakfast from 7:30-8:30 a.m.
Program from 8:30-10:00 a.m.

This seminar is for advisors whose clients include same-sex or unmarried couples. Learn how to spot issues specific to these clients and discover how to make appropriate planning decisions, whether for their accounting, investing, or insuring needs.

The session will also address the tax and other implications of planning for couples who are registered domestic partners in California. Is community property a real alternative without federal recognition? What are the differences between planning for life or planning for incapacity or death?

Three leading professionals will discuss the potential pitfalls and hurdles faced by advisors, as well as suggesting practical solutions when assisting these clients with their important decisions.

Rattan Dodeja is a Financial Consultant with Smith Barney in San Francisco, California. He focuses on financial and retirement planning for individuals and businesses in the community.

Deb L. Kinney is a partner at DLK Law Group, a law firm specializing in estate planning. Deb is active in the LGBT community and speaks regularly on domestic partner issues. She is a member of the California State Bar Trusts and Estates Section and the Bar Association of San Francisco, and sits on the board of Horizons Foundation.

Chris Kollaja is a tax partner at A. L. Nella & Company, LLP, a full-service San Francisco Certified Public Accounting firm that provides tax planning and compliance, audit and accounting, financial planning, and business planning. Much of the practice is directed toward the LBGT community.

To attend, please RSVP to Henry Pacheco at Horizons Foundation, hpacheco@horizonsfoundation.org or to 415.398.2333 x350.