Lynn Yeldell brings over 20 years of personal experience in investing and over 10 years of corporate financial experience to her position of financial advisor. Most recently, Lynn was the Chief Financial Officer of the largest film and television production company in New Orleans. She is a graduate of the top twenty MBA program at the University of Texas and was the first woman to serve as Student Government President at the University of Alabama.


As a Board of Governor with The Human Rights Campaign, Lynn brings personal experience to the financial advice and service she provides to individuals, couples, domestic partners, families and businesses.


Planning Considerations for Domestic Partners


Similar Goals, Different Challenges

Domestic partners may share similar goals with married individuals, yet they face unique challenges when it comes to financial planning. We will help you develop a plan thats appropriate to your needsone that takes into account not only where you want to go, but also how you want to get there. Partners in same-sex relationships often share the same financial goals as married spouses, but they face additional hurdles from federal and state laws in the United States that were written for traditional marriages. Addressing institutional biases requires specialized planning and, in many cases, will require partners to incur additional costs as well. Marriage is like the express road and domestic partnership is the toll road. Partners must recognize that they aren't treated as one unit and must plan each step they take.



About UBS

UBS AG is a leading global financial services firm, serving a diverse client base that includes affluent individuals, corporations, institutions and governments. By integrating and leveraging the combined resources, expertise and best practices of its business units, UBS offers products and services designed to provide appropriate solutions to its clients, regardless of where they are located.

UBS has significant operations in all of the world's major financial centers and strong long-term credit ratings.



Lynn Slayton Yeldell
Financial Advisor
Wealth Management Group

UBS Financial Services Inc
98 San Jacinto Blvd., Ste 100
Austin, Texas 78701
Tel: 512-479-5217
Tel: 800-548-6166
Fax: 512-474-7624

lynn.yeldell@ubs.com
www.ubs.com/fa/lynnyeldell