Partner Guide Bonus

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Partner Guide Bonus 2012-01-31T14:31:40+00:00

Below are links to download audio programs referenced in The Domestic Partner Planning Guide. While some of the materials may be a few years old, they still provide good information for domestic partners. As always, be sure to consult an experienced attorney in your state or jurisdiction with any questions, and realize that some of the tax information may have been accurate at the time of the recording but the rules may have changed since.

Domestic Partner Planning in North Carolina (interview with Mr. Marsocci, time 1 hr. 10 mins.)

Financial Planning for Domestic Partners (interview with Mr. Marsocci and advisers Michael DiPenta and Bobbie Hilburn, time 2 hrs. 14 mins.)

Five Pitfalls of Improper Domestic Partner Planning (by Mr. Marsocci, time 45 mins.)

Navigating Taxes for Domestic Partners (Interview of Bette Wagner, time 1 hr. 24 mins.)

Financial Planning for Domestic Partners (interview with Mr. Marsocci and Jessica Lamb, time 1 hr. 15 mins.)

CLOSER Presentation (presentation to community group on domestic partner planning, time 1 hr. 39 mins.)

Aging and the Gay Community (Interview by Mr. Marsocci of  Dr. Marion Sommers, author of Elder Care Made Easier, with other planning professionals, time 1 hr. 43 mins.)

Presentation at Triangle Black Pride (presentation by Mr. Marsocci on domestic partner planning, time 1 hr. 8 mins.)