Press Room

July 15, 2013

Fiore to Speak on Tax Implications of the Demise of DOMA

Carl Fiore, WTAS and Susan von Herrmann, Schiff Hardin are co-hosting a presentation July 15th at Schiff Hardin’s Office in New York City on tax and estate planning for same-sex couples after the Supreme Court's decision in the Windsor case.

On June 26, 2013, the U.S. Supreme Court, in a  5-4 decision, held that Section 3 of the Defense of Marriage Act (DOMA) is unconstitutional as a violation of the right to equal protection that is guaranteed by the Fifth Amendment.

Validly married same-sex couples will now enjoy more than 1100 federal rights and responsibilities effective 25 days after the date of the decision (i.e., on or about July 21, 2013).

It’s a Whole New World: Estate and Tax Planning after the Demise of DOMA will discuss the implications of this recent ruling with respect to federal benefits, estate and gift tax and gift-splitting with special focus on New York, Connecticut and New Jersey. The presentation will also cover basic estate planning for same-sex couples.

Carl Fiore has significant experience with tax and financial matters affecting entrepreneurs, executives and other high net worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

July 15, 2013
New York, NY

Read More