The Beck Law Group » Seminars Archive

Wills, Power of Attorney and Other Estate Planning Essentials for LGBT Seniors

admin — Thu, 25 Oct 2007 09:00:29 +0000

- Sponsor: Barbary Lane Senior Communities
- Date: Thursday, October 25, 2007 6:00 – 8:00 p.m.
- Location: Barbary Lane Dining Room, 1800 Madison Street, Oakland, CA 94612
- Reservation required. Please call (510) 903-3600 to reserve.

Property Vesting, Property Taxes and Domestic Partnership Issues for Non-Married Co-Owners of California Real Property

admin — Wed, 26 Sep 2007 09:00:26 +0000

- Sponsor: Financial Title Company, 1388 Sutter Street #1220
- Date: WEDNESDAY, September 26, 2007, 6:30 pm – 8:30 pm
- Location: Fort Mason Center, Bldg. A, Golden Gate Conference Room
- Reservation required. Please contact Jeannie Q. Gant (415) 215-7146 or email your RSVP to jgant@financialtitle.com.
- Flyer:Click here to download a copy of the flyer.
- Topics::

Property Tax Laws Impacting Non-Married Co-Owners
Resolving Title and Vesting Issues Before Closing on a Property Purchase
Basic Estate Planning Issues as they Impact Co-Owners of California Property
Property Tax Risks When Adding an Additional Owner After Closing
Evolving Rules Impacting Property Tax Reassessment For Co-Owners of San Francisco and California Property
Property Tax and Titling Issues for California Domestic Partners
Special Issues For Co-Owning With Siblings, Parents, and Other Family members

Speaker: Alma Soongi Beck, Esq. is the founding attorney of The Beck Law Group, P.C., a firm that helps individuals, couples and families navigate issues relating to estates and trusts, probate and trust administration, domestic partnership and property co-ownership, particularly as they affect unmarried and same sex couples. Since 2001, Ms. Beck has facilitated workshops on these issues for the National Center for Lesbian Rights (NCLR), Our Family Coalition (OFC), Horizons Foundation, the Asian Pacific Islander Queer Women and Transgender People’s Coalition (APIQWTC), among others. She is a volunteer attorney for the AIDS Legal Referral Panel’s will drafting section and an active board member of both OFC and the Transgender Law Center (TLC). Ms. Beck earned her J.D. from Georgetown University Law Center in 1998, and her B.A. in American and Ethnic Studies from Yale University. She also earned an LL.M. degree in Taxation (graduate law degree) from Golden Gate Law School in August 2004.

Wills, Power of Attorney and Other Estate Planning Essentials for LGBT Families

admin — Thu, 19 Jul 2007 09:00:51 +0000

- Sponsor: Our Family Coalition
- Date: Thursday, July 19, 2007 6:30-8:30pm
- Location: Bananas, 5232 Claremont Avenue, Oakland
- For free childcare, RSVP to Stephanie at 415-981-1960 or stephanie@ourfamily.org.
- Description: Do I really need a will? Can I draft my own will? When should I contact an attorney? What is a revocable living trust? What other documents might I need to protect my family? Some people think that estate planning is only needed when you have substantial assets, such as a house or big investment accounts. But this is not always the case. Without certain documents, our children and partners can be left in very tough situations with regard to health, finances and children’s custody and care. This seminar will cover some of those essentials.
- For information & directions to Bananas, go to www.bananasinc.org/visit.php

Estate Planning Essentials for LGBT Families

admin — Wed, 18 Apr 2007 09:00:03 +0000

- Sponsor: Our Family Coalition
- Date: Wednesday, April 18, 6:30-8:30pm
- Location: The SF LGBT Community Center, 1800 Market Street, Room 301, San Francisco
- For free childcare in the Center’s KidSpace, RSVP to 415-865-5553.
- Descriptions: Do I really need a will? Can I draft my own will? When should I contact an attorney? What is a revocable living trust? What other documents might I need to protect my family? Some people think that estate planning is only needed when you have substantial assets, such as a house or big investment accounts. But this is not always the case. Without certain documents, our children and partners can be left in very tough situations with regard to health, finances and children’s custody and care. This seminar will cover some of those essentials.

Property Vesting, Property Taxes and Domestic Partnership Issues for Non-Married Co-Owners of California Real Property.

admin — Thu, 25 Jan 2007 09:00:19 +0000

(See flyer in PDF format)
- Sponsor: Financial Title Company
- Date: THURSDAY, Jan. 25, 2007, 6:30 pm – 8:30 pm
- Location: Fort Mason Center, Building A, Golden Gate Conference Room
- If you are interested to attend, please RSVP to Jeannie Q. Gant, at Financial Title Company, jgant@financialtitle.com, (415) 215-7149.
- Topics:

Property Tax Laws Impacting Non-Married Co-Owners
Resolving Title and Vesting Issues Before Closing On a Property Purchase
Basic Estate Planning Issues As They Impact Co-Owners of California Property
Property Tax Risks When Adding an Additional Owner After Closing
Evolving Rules Impacting Property Tax Reassessment For Co-Owners of San Francisco and California Property
Property Tax and Titling Issues for California Domestic Partners
Special Issues For Co-Owning With Siblings, Parents, and Other Family Members

LGBT Estate Planning for the Charitably Inclined

admin — Wed, 19 Jul 2006 09:00:25 +0000

July 19, 2006 6:00 – 7:30 p.m.

326 Galvez Street, Palo Alto, California (at Campus Drive and Galvez Street)
Join Alma Soongi Beck and Deb Kinney for an in-depth workshop looking at basic estate panning issues and techniques for LGBT individuals, couples, and families wanting to provide for loved ones and maximize their charitable interests.

Sponsored by Horizons Foundation at Stanford University Arrillaga Alumni Center

Please RSVP by email to: events@horizonsfoundation.org

Legal Update for Same Sex Couples & Families: Adoption, Parentage, Property and Estate Planning Issues for LGBT Californians

admin — Wed, 14 Jun 2006 09:00:48 +0000

June 14, 2006 7:00 – 8:30 p.m. 2006

Join Alma Soongi Beck and Deborah Wald for a workshop on LGBT adoption, donor insemination, surrogacy and co-parenting issues as well as property and estate planning for LGBT families. Discussion will include the impact of AB 205 and recent California Supreme court decisions on LGBT families.
Sponsored by Our Family Coalition at BANANAS 5232 Claremont Avenue, Oakland

Please RSVP by email to: amiee@ourfamily.org

Wills, Trusts, Domestic Partnership, Property Co-Ownership Issues

admin — Sat, 20 May 2006 09:00:39 +0000

Does our will, trust and powers of attorney address the 2005 and 2006 changes in the law? Should we register for local or state domestic partnership (and what’s the difference)? Do I face property tax reassessment if my partner dies?

Sponsored by Inn at the Willows and Russian River Women’s Weekend

Co-presented with April de Tally

May 20, 2006, Saturday, 2:15 p.m., Inn at the Willows, 1509 River Road, Guerneville, California 95446

May 21, 2006 Sunday 12:00 p.m., Inn at the Willows, 1509 River Road, Guerneville, California 95446

More Rights, More Complexity: Wills, Trusts, & Property Issues Post – AB205

admin — Sat, 13 Aug 2005 09:00:16 +0000

August 13 (Saturday), 2005, San Francisco
Sponsored by Our Family Coalition and National Center for Lesbian Rights
Co-presented with Frederick Hertz, Esq.

Property, Parentage, and Taxes in the Age of AB205 and Same Sex Marriage

admin — Sat, 31 Jul 2004 09:00:58 +0000

Sponsored by Our Family Coalition and National Center for Lesbian Rights

July 31, 2004, Oakland, co-presented with Emily Doskow and Carole Ruwart*
August 25, 2004, San Francisco, co-presented with Deborah Wald and Carole Ruwart**
September 25, 2004, Oakland*
October 6, 2004, San Francisco**