{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Estate Planning for LGBTQ+ and Special Needs Trusts","description":"  \ud83c\udfa7 Episode Overview   In this essential episode I speak with  seasoned estate planning attorney  Judith Perez, who brings over 36 years of experience in trust administration, LGBTQ+ advocacy, and special needs planning.   Whether you\u2019re in a same-sex partnership, caring for a loved one with special needs, or simply want your estate plan to reflect your values\u2014this episode is a must-listen. We dive deep into the unique legal considerations that impact families often overlooked in traditional estate conversations.   \ud83d\udd11 Key Takeaways    Why Everyone Over 18 Needs a Will, Advance Directive, and Durable Power of Attorney    Estate planning isn\u2019t just for the wealthy. Judith explains the baseline documents  everyone  should have in place.      How Estate Planning Differs for LGBTQ+ Couples    Learn the legal protections\u2014and limitations\u2014for same-sex partners, especially when not legally married.      Protecting Chosen Family with the Right Legal Language    \u201cChosen family\u201d has no legal standing unless you name them properly. Here\u2019s how to do it.      What Is a Special Needs Trust\u2014and Why It Matters    Discover the three types of special needs trusts, when to use them, and how they protect both assets and benefits.      Real Estate Pitfalls Without Proper Planning    Judith shares real-life scenarios where families lost control of a home simply due to titling or missed trust language.      Why DIY Estate Planning Can Backfire    From LegalZoom fails to probate nightmares\u2014here\u2019s why hiring an experienced attorney makes a difference.      When to Have \u201cThe Talk\u201d About Your Estate Plan    Hint: It\u2019s sooner than you think. Learn how to start the conversation with loved ones.       \ud83e\udde0 Who This Episode Is For    LGBTQ+ individuals and couples      Families with children or adult dependents with special needs      Homeowners unsure of how to structure their trusts      Adult children supporting aging parents      Anyone who hasn\u2019t created a will or trust yet       \ud83d\udc69\u200d\u2696\ufe0f About Judith   Judith Perez  is an estate planning attorney practicing in California for over three decades. She specializes in working with LGBTQ+ families, same-sex couples, the elderly, and those caring for loved ones with disabilities. She has served as Chair of the Probate and Estate Planning Section of the San Fernando Valley Bar Association and was previously President of the National Association of Women Business Owners - Ventura County. &amp;nbsp; ","author_name":"Transitions: Inheritance &amp; Our Aging Parents","author_url":"https:\/\/podcasts.apple.com\/lu\/podcast\/805-talk\/id1454188013","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38182390\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/192928745"}