The U.S. Supreme Court decision in the Windsor case created a continuing whirlwind of legal and financial changes for same-sex married couples. These changes created unique challenges for same-sex couples and their financial advisors. Featured speaker Bruce Hoffmeister, a senior financial planner at Wilmington Trust, will provide an overview of the recent legislative, regulatory, and judicial developments affecting same-sex marriages. Hoffmeister will talk about his experience assisting same-sex couples with financial planning, as well as:
Bruce Hoffmeister, senior financial planner, Wilmington Trust
Hoffmeister has nearly 30 years of financial services experience, specializing in estate planning, wealth management and tax planning. He is based in Washington, D.C. Previously, Hoffmeister was a senior financial planner with Wells Fargo Private Bank.