Examining Post-DOMA Tax Implications

Private Wealth Services Partner Shari Levitan will co-chair a Boston Bar Association Panel titled "Examining Post-DOMA Tax Implications." The panel will provide an in-depth analysis of the numerous tax implications and discuss best practices for advising both institutional and private clients in light of the ruling in United States v. Windsor, which struck down Section 3 of the Defense of Marriage Act ("DOMA").

Topics

• income tax implications post-DOMA
• employee benefits implications post-DOMA
• estate, gift and GST tax implications post-DOMA
• potential future guidance and developments