This is a recording of the discussion "Hand in Hand Toward the Future: The Obergefell Decision and How Same-Sex Couples Can Plan for Their Family and Money" that took place on July 8, 2015. This discussion was sponsored by McBrayer, UBS Financial Services and Lexington Fairness.
Panelist Terri Stallard is from McBrayer's Estate Planning and Administration Practice Group. She has extensive experience in estate and wealth transfer planning, specifically business succession planning.
Brittany Koch also serves as a panelist. She is from the firm's litigation group and provides a wide variety of family law services ranging from the initiation to the conclusion of dissolution proceedings, and including issues related to custody, timesharing, child support and alimony.
Matthew Koch, from the firm's corporate services group, also sits on the panel. He focuses his practice on tax and finance law as a licensed attorney and CPA.
Andrew Hart joins the attorneys from McBrayer. He is an advisor with the Bluegrass Wealth Management Group at UBS Financial. He provides same-sex couples with wealth planning to help preserve and protect their financial well-being. He focuses on social responsible investing and believes investors can do well by doing good.