Skip to content Skip to sidebar Skip to footer

Estate Planning for Same Sex Couples

estate planning for same sex couples

Now that the marriage equality issue in Utah is settled, many of the pending adoption questions by same sex couples have been answered, much to the relief of hundreds of families. But that doesn’t mean that everyone is out of the woods, an estate planning attorney in Salt Lake City might say. Although a family lawyer can help sort out the adoptions processes for same sex couples in Utah now, it’s still important that families review their long-term plans and provide instructions in the event of the death of one of the parents.

It’s not uncommon for divorced parents –gay or straight—to want to tie everything up for the children born within the relationship. In the one South Carolina family’s case, one woman gave birth to a child while in a same-sex relationship, which ended five years later. Now, the other partner wants to adopt the adult (22 year old) offspring after seventeen years “as a second parent for inheritance purposes.” Such a case shows how desired estate arrangements can change over time and can sometimes become very complex. A similar case in Utah would necessitate the need for counsel from an estate planning attorney in Salt Lake City, regardless of the law’s recent changes on marriage equality.

While the estate planning attorney responding to the write-in question on the AVVO site encourages the asker to review whatever estate planning documents may already be in place and to do “as much as possible to secure inheritance by way of private planning documents such as will or trust,” she is careful to caution, “In no circumstance would I advise using a form will or drafting one without legal guidance,” something an estate planning attorney in Salt Lake City would reiterate.

Same Sex relationships can make for complicated inheritance issues

Involving property, investments, material belongings and anything else owned by either parent, an estate usually includes a lot of stuff, and each asset may have specific tax or inheritance rules upon the owner’s death or disability. In the case of desiring to pass down some of these assets to biological or adopted children in traditional or same-sex marriages in Utah, the law can get enormously complex, fast. Again, don’t print a DIY will off the internet—legal counsel from a state bar licensed estate planning attorney in Salt Lake City is pretty much the only guarantee that you’ll be able to pass down what you want and to whom when you’re gone.

For the South Carolina couple, fewer protections are available, given that “this is still a grey area of the law” in that state, and the attorney responding to the legal question notes that although “it might be a really fun test case for a lawyer who took an interest in these issues, the bad news is, test cases are not cheap and winning is not always guaranteed.” Until marriage equality is unilaterally diffused across every state in the union, affording homogamous couples the same inheritance rights as hetergamous couples, again: consulting a lawyer with the expertise for planning your estate in the meantime will be the best bet.

Free Consultation with a Same-Sex Estate Planning Lawyer

If you are here, you probably have an estate issue you need help with, call Ascent Law for your free estate planning consultation (801) 676-5506. We want to help you.

Michael R. Anderson, JD

Ascent Law LLC
8833 S. Redwood Road, Suite C
West Jordan, Utah
84088 United States
Telephone: (801) 676-5506
Ascent Law LLC

4.7 stars – based on 45 reviews

author avatar
Michael Anderson
People who want a lot of Bull go to a Butcher. People who want results navigating a complex legal field go to a Lawyer that they can trust. That’s where I come in. I am Michael Anderson, an Attorney in the Salt Lake area focusing on the needs of the Average Joe wanting a better life for him and his family. I’m the Lawyer you can trust. I grew up in Utah and love it here. I am a Father to three, a Husband to one, and an Entrepreneur. I understand the feelings of joy each of those roles bring, and I understand the feeling of disappointment, fear, and regret when things go wrong. I attended the University of Utah where I received a B.A. degree in 2010 and a J.D. in 2014. I have focused my practice in Wills, Trusts, Real Estate, and Business Law. I love the thrill of helping clients secure their future, leaving a real legacy to their children. Unfortunately when problems arise with families. I also practice Family Law, with a focus on keeping relationships between the soon to be Ex’s civil for the benefit of their children and allowing both to walk away quickly with their heads held high. Before you worry too much about losing everything that you have worked for, before you permit yourself to be bullied by your soon to be ex, before you shed one more tear in silence, call me. I’m the Lawyer you can trust.