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Religion and Estate Planning

SKU: EST9700
General Credits
1
Price$50
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Description

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. 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 CLE program will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys and CPA's 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.

Lecturer Bios

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com

Jonathan G. Blattmachr, Esq.

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of five books and more than 400 articles on estate planning and tax topics.

Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.

Yaser Ali, Esq.

Education and law are two of my greatest passions. Throughout my career, I’ve committed myself to educating others about their rights and assisting them with their legal needs.

After obtaining my undergraduate degree from the University of Florida, I attended Harvard University’s Graduate School of Education where I studied educational pedagogy and learned how to effectively convey information to diverse groups of people. I then went on to study law and legal advocacy at the University of California, Berkeley (Boalt Hall) where I was a member of the California Law Review. After law school I was privileged to clerk for renowned civil rights jurist, Judge Damon J. Keith on the United States Court of Appeals and to work at one of Arizona’s premier law firms, Osborn Maledon. At the firm, I represented businesses and governmental entities in a variety of complex litigation matters in state and federal court.

In 2015, I founded Yaser Ali Law in order to focus on serving the needs of individuals, families, and small businesses. My exceptional training has enabled me to better understand my clients’ unique personal situations, to convey complex concepts in simple terms, and to aggressively advocate on my clients’ behalf. Whether you’re contemplating drafting an estate plan for your loved ones or are unclear about how to resolve a dispute with a business partner, give us a call. We’d be honored to assist you.

Pastor Chris Edmondson

I was born in Clarksville and graduated from Austin Peay State University in 1993 with a trumpet degree. I attended Dallas Theological Seminary where I received my Masters of Theology (ThM) in 1997, with an emphasis on pastoral leadership and church planting. I have served on church staff at churches in Texas, Alabama, Virginia and pastored a church in Iowa."

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