Wills & Gays: Legacy Planning for LGBTQ Individuals with Elizabeth Schwartz & David Treece

Free Luncheon & Seminar | Tuesday May 22
11:30 Mix, Mingle, Mimosas & Lunch  |  12:30-2 Seminar 
@ The Pride Center at Equality Park, Wilton Manors

“Oh honey, I would, but ... I don’t want to.”

Don’t be like Karen Walker when it comes to defining your legacy.

No matter what your economic or marital status—whether you’re living like Karen & Stan, Will & Grace, or “Just Jack”— estate planning is something EVERYONE needs to address. Regulations are complicated and tax rules are constantly changing, but the need to have key documents ready and plans in place are a constant. 

Join us for a fun-yet-fact-filled afternoon, starring the high-energy team of “David & Liz”, who will address estate planning challenges specific to LGBTQ individuals in a supportive and interactive atmosphere.

Attend this engaging presentation to get practical advice on …

• Creating an estate management checklist
• Ensuring you have completed the critical estate documents
• Learning the 4 steps to valuing an estate
• How marriage may affect your Social Security, means-based benefits, and create unanticipated tax liabilities
• Safeguarding your digital estate
• Maximizing your charitable gift and generating potential tax benefits
• Making a lasting impact with charitable gifting through community foundations

All attendees will have the chance to win a copy of "Before I Do: A Legal Guide to Marriage, Gay and Otherwise" by Elizabeth Schwartz, featuring the dos and don’ts for lesbian, gay, bisexual, and transgender people—and anyone else—who may be considering marriage.
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Elizabeth Schwartz, Esq.

Since 1997, Elizabeth Schwartz has been practicing law and advocating for the legal rights of the LGBTQ community. She is Florida Bar board certified in Adoption Law. Her Miami-based firm works with straight and gay clients throughout Florida in matters of family formation (adoption and surrogacy) and dissolution, estate planning and probate. She is the co-chair of the national board of SAGE (Advocacy & Services for LGBT Elders) and a longtime member of the Collaborative Family Law Institute. In 2012, The National Gay & Lesbian Task Force honored Elizabeth for her contribution to advancing full freedom, justice and equality for LGBTQ people. Learn more at elizabethschwartz.com

David Treece, AIF®, MBA

“We have a diverse clientele who come from all over the world—a large number of LGBTQ singles and couples, racial and ethnic minorities, and people from various religious backgrounds. Unfortunately, the financial industry can be viewed as very white, conservative, and unwelcoming to many. We believe in the inherent 
worth and dignity of every human being. Everyone is welcomed and accepted in our office.”

Beyond the hundreds of clients David Treece has provided holistic and advocacy-oriented financial planning services to as owner of Treece Financial Group in Miami Shores, he has been a behind-the-scenes LGBTQ community advocate as Founder and First President of the Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC), establishing the SAVE Halloween Ball as one of the community’s most fun fundraisers, and as an inaugural and continuing member of the The Pride Center’s Founders Circle. In 2000, The National Gay & Lesbian Task Force honored David for his contribution to advancing full freedom, justice and equality for 
LGBTQ people. Learn more at treecefinancialgroup.com

Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.