This webinar is the 4th in an ongoing series exploring how estate planners can tailor estate, financial, charitable and related planning, and drafting to reflect a client’s particular religious beliefs. One goal of this series is to promote diversity and inclusion, and enhance understanding of other faiths. If you are knowledgeable of a faith we have not yet covered in this series and willing to help us present on that religion, let us know.
This installment will provide a practical survey of the many areas of estate and related planning where practitioners, including attorneys, CPAs, wealth advisors, and others, can address the religious concerns of Muslim clients. These are vital concepts with which every practitioner should be familiar.
A 2017 Pew study on the U.S. Muslim population estimated that 3.5 million Muslims live in America. Tailoring estate plans to meet their religious objectives is vital to serving this growing group of clients. Transferring and transmitting values, ethics, and traditions have become an important part of estate planning. What does this mean for the Muslim client? How can and should wills, trusts, investment policy statements, powers of attorney, and health proxies be modified to address Islamic law and concerns of the Muslim client?
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’s recently published practice guide on Estate Planning for the Muslim Client.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 40 books and more than 800 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
2019-05-21 RELIGION AND ESTATE PLANNING
Yasar Ali, Esq., Jonathan G. Blattmachr, Esq., Pastor Chris Edmondson, and Martin M. Shenkman, Esq.
2019-06-19 CHRISTIAN ESTATE PLANNING
Jonathan G. Blattmachr, Esq., Pastor Chris Edmondson, and Martin M. Shenkman, Esq.
2019-07-25 CATHOLIC ESTATE PLANNING
Salvatore J. LaMendola, Esq., and Martin M. Shenkman, Esq.
2019-10-23 ESTATE PLANNING FOR THE MUSLIM CLIENT
Yasar Ali, Esq. and Martin Shenkman, Esq.
2019-11-12 ESTATE PLANNING FOR SCIENTOLOGISTS
Martin M. Shenkman, Esq. and Thomas Cummins
2020-02-06 ESTATE PLANNING FOR JEWISH CLIENTS
Martin M. Shenkman, Esq., Rabbi Mathew Hoffman, Esq, Rabbi Shlomo Weissmann, and Robby Berman
Event sponsors are not approved Continuing Education Sponsors. However, some states or regulatory agencies for professionals that participate in our teleconferences may provide 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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