Advising Transgender Clients on Estate Planning and Vital Records
ACTEC Trust & Estate Talk
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Estate Planning and Identity Documents for Transgender Clients
This chapter highlights the necessity of estate planning for transgender clients, focusing on crucial documents like health care powers of attorney and the exclusion of hostile family members from legal appointments. It also stresses the importance of aligning identity documents with a transgender individual's name and gender identity for safety, self-expression, and to prevent discrimination.
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