Planning for Unmarried Couples
The U.S. Supreme Court decisions on same-sex marriage equality in the Windsor and Obergefell cases, and subsequent guidance from IRS, the Social Security Administration, and other regulators have significantly impacted same-sex married couples and their advisers in Arizona. This detailed discussion will offer timely, practical advice on tax, estate planning, and family formation matters. As time allows, this discussion will explore how Arizona community property law impacts clients
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP via email to admin@saepc.org or register below
by Friday, Mar. 17th.
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it below.
* Please note printed handouts at the meetings are only provided to those individuals who have purchased the Handout Subscription *
About Michael Tucker
MICHAEL J. TUCKER is a shareholder in the law firm of Michael J. Tucker, P.C. Since 1988, Michael has concentrated his practice in the area of trusts and estates, and he is a State Bar of Arizona Certified Specialist in Estate and Trust Law. Michael received a B.A., cum laude, from the University of Texas at Austin (1984) and a J.D. from the University of Texas School of Law (1988).
Michael is licensed to practice law in Arizona and California. He has been honored among the “Best of the Bar” for trusts and estates lawyers in Phoenix Business Journal, and he is included in Best Lawyers in America in the trusts and estates category. He is a frequent speaker on estate planning and charitable gift planning topics.
Michael is twice a past president and a life member of Valley Estate Planners and a past president of the Planned Giving Round Table of Arizona. He is a past chairman of the Maricopa County Bar Association Estate Planning and Probate Section and a past co-chairman of the State Bar of Arizona Continuing Legal Education Committee. He currently serves on the State Bar of Arizona Estate and Trust Advisory Commission for the Board of Legal Specialization.
Since 1991, Michael has participated in pro bono projects of the Maricopa County Bar Association Young Lawyers Division, and particularly of the HIV/AIDS Law Project. For his volunteer work, Michael was honored by the Maricopa County Bar Association Volunteer Lawyers Program as its 1994 Attorney of the Year and its 2003 HIV/AIDS Project Attorney of the Year, and by the Arizona Bar Foundation as the recipient of its 1995 Pro Bono Service Award.
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Next Meeting:
April 19 – 5:15pm
OFFICERS : President Roxanne L. Fickett, CTFA, AEP®, AAMS®; Vice President/Programs - Scott W. Styrmoe, CPA, CFP®; Secretary Robert B. Fleming, AEP®; Treasurer/Webinars - Benjamin J. Burnside, CELA; Immediate Past President - Anne C. Hoff, CPA, AEP®
DIRECTORS: Director/Estate Planners’ Day - Nicole Harrigan, CPA; Assistant Secretary/ Membership Development - Brent W. Nelson; Assistant Treasurer/Continuing Education – John Stephens, CFP®
SAEPC, 3900 E. Timrod St., Tucson, AZ 85711
Phone: 520-881-1778
FAX: 520-322-6778
