From the upcoming election to questions about interest rates and the economy, many people are paying close attention to the status of their legal rights and financial planning situations to protect themselves and their loved ones. OPEN Finance and the LGBT Bar Association of New York are pleased to co-host this panel discussion on the basics of trusts & estates and wills, family law, and financial planning with an LGBT family focus.
Our panel of two attorneys and two finance professionals will offer some insights and general tips on items and questions people may want to consider and address. This will not be a forum for individualized advice, but instead a general overview listeners can take to their own attorneys and financial planners and financial planning if they choose.
Panelists:
Brian Esser, LGBT Family Law Partner at the Law Office of Brian Esser PLLC
Sam Buchbauer, Estates, Trusts & Real Estate Attorney at Capell Barnett Matalon & Schoenfeld LLP
Robert Hayes, Financial Advisor at JP Morgan
Carolina Silva, Financial Advisor at Morgan Stanley