Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s values and convictions, and in many cases, his or her religious beliefs. A 2017 Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central role religion plays in many clients’ lives, the topic is rarely addressed in the estate planning context where a client’s religious beliefs may actually inform their preferences with respect to the distribution of their wealth and/or end-of-life care decisions. In many cases, ensuring that these religious beliefs and traditions are adhered to and passed on to the next generation may even supersede a client’s other estate planning goals. This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisers and others, can address client religious concerns. Examples will be provided for an array of faiths including: Christian, Catholic, Jewish, Islamic, Baha’i, Scientology, Buddhism, Hinduism and more. These are vital concepts that every practitioner should be familiar with.
Yaser Ali is a wealth-planning attorney in Tempe, Arizona, and counsels individuals and families with their estate, tax, and charitable planning needs. Yaser is also trained as an Imam and is the co-author of the ABA guide to Estate Planning For the Muslim Client.
Jonathan Blattmachr has an extensive background in trust and estate law. Mr. Blattmachr is the co-developer of Wealth Transfer Planning, a computerized system that is able to produce estate planning documents. He is the editor-in-chief of the Interactive Legal and he is the Director of Estate Planning for the Peak Trust Company.
Pastor Chris Edmondson has 26 years of Christian ministry experience and a Masters of Theology from Dallas Theological Seminary. He and his wife Kim founded oneChurch.tv in a military community at Clarksville, TN in 2007. oneChurch.tv is a North Point Strategic partner and longs to be “a church unchurched people loved to attend—a church for people who have given up on church and religion.”
Martin M. Shenkman is an attorney in private practice in Ft. Lee, NJ, and New York City. His practice focuses on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of more than 800 articles and over 40 books.
Event sponsors are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal, Peak Trust Company, or Shenkman Law.
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