Download Anthony M. Brown's article entitled, "Estate Planning For Same Sex Couples: Practicalities, Precautions, Perils & Proposals".

Practice Areas

Practice Areas / Nontraditional Family Estates Law

Nontraditional Family Estates Law
  • Marriage consultation

  • Wills specific to same-sex couples and families

  • Living Wills

  • Healthcare Proxies / Medical Powers of Attorney

  • Designation of Guardian for Personal Matters, Property Management or Child Rearing

  • Hospital Visitation Directives

  • Affidavits of Burial / Cremation

  • Revocable and Irrevocable Trusts

  • Domestic Partnership Agreements for unmarried couples

  • Individual Contribution to Shared Property Agreements

  • Equitable Determination Agreements

  • Name Changes

  • Second Parent Adoption

  • Dispute Resolution

  • Know Your Rights Under Existing Law

With the passage of marriage equality legislation in New York, same-sex couples now have greater options in the quest to protect their families. However, there are very real considerations that each couple must incorporate into their estate and family planning, including the portability of a New York marriage to a state that does not recognize same-sex marriage and the lack of federal protections for married same-sex couples.

Estate planning for same-sex couples may be becoming more “traditional,” but the need for carefully drafted legal documentation has never been more important. Our Will Package addresses many of the basic needs of your family, particularly if you have children, and provides the foundation upon which to build create a comprehensive estate plan.

Whether you choose to marry or not, your family deserves the protection that our comprehensive protections provide. Please contact Anthony for a complimentary consultation.

Our 7 document Will Package consists of:
Last Will and Testament

A Last Will and Testament allows the Principal, or drafter of the document, control the distribution of their assets upon death. New York State law provides that if a person dies without a will, their legal next of kin will be the “distributees,” or recipients, of their estate. In most cases, that would be a spouse, children, parents, siblings, siblings children, aunts and uncles or first cousins, in that order. With a will, Property may be divided and distributed at the discretion of the Principal.

Durable Power of Attorney

This document allows the Principal to authorize another person to make financial decisions for them. In New York, spouses have financial decision making authority over joint property holdings only. A Durable Power of Attorney grants spouses important additonal rights. It authorizes, among other things, payment of debts, collection of payments, redistribution of assets, withdrawal of assets from a bank account and the sale of property even if it is not held in both spouses’ names. Because of the important nature of these powers, there is an attached affidavit that the authorized party must complete before the powers become effective. This affidavit is a built-in protection mechanism to avoid misuse of these powers.

Designation of Guardian for Property Management and/or Personal Needs

If a person were to be judicially declared incompetent or incapable of managing their property or themselves, the court would appoint a guardian for that purpose. The guardian is usually a spouse or family member. This document allows the Principal to designate who that guardian would be regardless of their marital status.

Living Will

A Living Will states exactly what measures a person wants or does not want if certain specifically outlined medical conditions arise. Both marrired and unmarried individuals require this document in order to ensure that their wishes regarding end-of-life care are met. It does not, however, authorize another person to make those decisions for the Principal of the Living Will.

Medical Power of Attorney / Health Care Proxy

This document allows a designated person to have access to medical records and make specified medical decisions for the Principal. Spouses have automatic medical decision making authority in New York, however, this right is a right that is not portable to states that do not recognize same-sex marriages.

Priority Visitation Directive

A Priority Visitation Directive specifies who the Principal prefers to have priority visitation privileges, usually over family members. It tells a hospital administrator, floor supervisor and any other hospital personnel that the possessor of the document shall not be denied access to the hospitalized Principal.

Affidavit of Burial or Cremation

This document ensures that a funeral director or funeral home administrator follows the instructions given them by the person designated in the affidavit, regardless of marital status.

Property Ownership

Married couples in New York may now own property as “Tenants By The Entirety.” It is the most protected way that property may be held by two people as it prevents creditors from attaching selling joint marital property. Many unmarried couples own property together or as Joint Tenants With Right of Survivorship. As a joint tenant, you may be exposed to potentially devastating estate taxation on the death of one partner. AWC offers Joint Property Agreements and Domestic Partnership Agreements to establish and clarify individual contributions to joint property, the first step in addressing the IRS if estate taxes are levied on that property. For more information about this valuable document, please call Anthony for a complimentary consultation.

Domestic Partnership Agreements

You may have heard about Domestic Partnership Agreements (DPAs). Their necessity for unmarried couples continues to be of the utmost importance. These powerful documents assist the couple in many ways. DPAs can establish joint and separate property, define individual contributions to joint property, provide for post-relationship support or waiver and create what may be the closest approximation to a marriage license that an unmarried couple can have. DPAs create rights in the couple. Many courts today look to these agreements as a sign of the commitment and intention of the contracting parties. For more information about Domestic Partnership Agreements, please call Anthony and schedule a consultation today!

Albert W Chianese & Associates is a firm believer that Equal Rights for all Families helps not just individuals, but affords society the same orderly and necessary protections should there be a breakup. That is why at Albert W Chianese & Associates we urge all our clients to know your rights while we wait for the law to catch up to reality.

The Nontraditional Family and Estates Division of Albert W. Chianese and Associates works hand in hand with the Matrimonial and Family Law Division. Anthony lends his experience to the resolution of domestic disputes for ALL families. While nontraditional families have special needs when it comes to addressing the dissolution of a relationship, Anthony approaches each individual with compassion and respect.

Albert W Chianese & Associates is proud to offer all of our services to our Nontraditional Family clients.

Email us at Brown@awclawyer.com

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