Feb

    Religion and Estate Planning

    1 PM EST

    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 the client's values and convictions, and in many cases, his or her religious beliefs.

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    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 planning and drafting that attorneys can use to address client religious concerns. Examples and sample clauses 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.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Feb 18, 2020

    2020-02-18T13:00:00-05:00 2020-02-18T14:30:00-05:00 Religion and Estate Planning

    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 the client's values and convictions, and in many cases, his or her religious beliefs.

    Speakers

    Martin Shenkman


    Martin Shenkman is a member with Martin M. Shenkman, P.C. He focuses is practice on estate planning; tax planning; closely held business taxation; business transactions; and estate administration. Mr. Shenkman is a prolific author, having published thirty-four books and more than seven hundred articles. His books include: Living Wills & Health Care Proxies: Assuring That Your End of Life Decisions Are Respected (in process); Inherit More, Six Hour Guide to Asset Protection Planning, Estate Planning after the 2001 Tax Act (published by Bloomberg Press); Homeowner's Legal Bible, Divorce Rules, The Complete Living Trust Program, The Complete Probate Guide, The Beneficiary Workbook, Estate Planning After the 1997 Tax Act, Starting Your Limited Liability Company, The Complete Book of Trusts, Investing After the New Tax Act, The Estate Planning Guide, Real Estate After Tax Reform: A Guide For Investors, The Total Real Estate Tax Planner, Estate Planning Guide (published by John Wiley & Sons, Inc.); Shopping Center Leases: The Tax Impact (International Council of Shopping Centers); How To Do Tax Planning With Depreciation, Amortization and Tax Credits, The Accountants Role in Divorce, Marketing for CPAs (Matthew Bender & Co., Inc.); and Estate Planning Step by Step (Barron's). Mr. Shenkman received his undergraduate degree from Wharton School, University of Pennsylvania; a Masters degree in Business Administration from the University of Michigan; and his law degree from Fordham University.0213

    Yaser Ali

    Yaser Ali Law

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    Section of Real Property, Trust and Estate Law

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