🎙️Episode 15: Things to Know about LGBT Estate Planning with Wendy Hartmann
👨💼With Special Guest: Wendy Hartmann
Are you a member of the LGBTQ+ community? Have you considered estate planning? In this episode of our podcast, we'll be discussing all the things you need to know about LGBT estate planning.
Many people think estate planning is only for the wealthy, but it's important for everyone, regardless of their financial status or sexual orientation. However, for members of the LGBTQ+ community, estate planning can be particularly important due to the lack of legal protections afforded to them.
Our expert guest, Wendy Hartman, will be discussing the unique challenges that LGBTQ+ individuals face when it comes to estate planning and how to navigate them. We'll be covering topics such as legal documents, beneficiary designations, and how to protect your assets and loved ones in the event of your passing.
This episode will provide valuable information to help you make informed decisions about your future and ensure that your wishes are respected. So, if you're a member of the LGBTQ+ community, or simply interested in learning more about estate planning, be sure to tune in to this informative and engaging episode.
WENDY E. HARTMANN was born in Brooklyn, New York, and received her B.S. in Business Administration from the State University of New York at Oswego. She received her Juris Doctor degree from the University of LaVerne, College of Law and her Master of Laws (LL.M). in Taxation from Golden Gate University School of Law. Ms.Hartmann is admitted to the California Bar, the U.S. District Court, Central District of California, the United States Supreme Court and the United States Tax Court. Ms. Hartmann is certified by the State Bar of California, as a Certified Specialist in Estate Planning, Trust and Probate Law, and has received recognition as a Southern California Super Lawyer in 2011-2013 and 2015-2018, as well as being recognized as one of the Top Women Lawyers in Southern California.
Ms. Hartmann is a frequent lecturer in the areas of taxation as well as the evolving laws affecting the LGBT community and taxation for same-sex couples, and has presented programs at the American Bar Association Tax Conference, the California State Bar Annual Meeting, State Bar Taxation Conference, as well as the Estate and Gift Tax Conference. In addition, she has made presentations to various sections of the Los Angeles County, Beverly Hills, San Fernando Valley, and Orange County Bar Associations, along with programs to Certified Public Accountants, estate planning councils and a wide variety of LGBT organizations, including Lambda Legal, Equality California, Love Honor Cherish, The Williams Institute at UCLA School of Law, Lavender Law, and the Los Angeles LGBT Center.
Find out all about Things to know about LGBT Estate Planning on this episode of the Probate Realtor Show!
#losangelesprobaterealestateagent
“Every 3 to 5 years I tell my clients to look at their beneficiaries, designated agents / trustees, or nominated guardian for their children and make sure they’re still the same.”
📇Connecting with Wendy Hartmann:
LinkedIn: https://www.linkedin.com/in/wendy-hartmann-7218554/
Facebook: https://www.facebook.com/wehesq/
Website: http://wehlaw.com
Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC
Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430
Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show
🎙️Connecting with ✨ The Probate Realtor Show and Matias
YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ
Facebook: https://www.facebook.com/matiasbakermasucci
Instagram: https://www.instagram.com/matiasbroker
LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/
Website: https://everyla.com/
