Estate Planning for Blended Families and Same-Sex Couples

Today, families come in all shapes and forms. With the increase in the number of second marriages and same-sex relationships in the Bay Area, estate planning for these modern families can be complicated. If you include families with difficult children from previous marriages, a happy time can quickly turn into a nightmare.

The San Francisco estate planning attorneys at Oddie, Lynn & Grisanti, P.C. understand the complex technical and tax issues, facing blended families and same-sex partners, including:

•· The marital deduction

•· Discretionary trust distributions

•· Retirement plan distributions

•· Community property characterization

•· Tax allocation and payment planning

•· Post mortem planning

•· Death versus divorce

If you are contemplating marriage, or already married, into a blended family, contact the estate planning attorneys at Oddie, Lynn & Grisanti, P.C. to help you understand the implications of your new family on your estate plan and existing family. If you are contemplating, or already part of, a same-sex couple, contact the estate planning attorneys at Oddie, Lynn & Grisanti, P.C. to help you navigate the differences between federal and California law and draft an estate plan which protects you and your loved ones.


At the law office of Oddie, Lynn & Grisanti, P.C., we represent clients throughout the San Francisco Bay Area in California, including Oakland, Berkeley, Alameda, San Rafael, Walnut Creek, Redwood City, Daly City, San Jose, Mountain View, Hayward and Fremont; and across San Francisco County, Alameda County, San Mateo County, Santa Clara County, Contra Costa County and Marin County.