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Trust & Estate Planning For Religious And Philosophical Beliefs (teleseminar)
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This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans, cover the limits of what can be practically achieved, and provide drafting tips.

2/19/2019
When: 2/19/2019
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
TRUST & ESTATE PLANNING FOR RELIGIOUS AND PHILOSOPHICAL BELIEFS, 1 CLE hour
 

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.  Some clients choose to make these values explicit in their plans and documents.  This can be sensitive terrain for lawyers, not always familiar with integrating explicit religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge. 

  • Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans
  • Counseling clients about what can be practically achieved and the limitations of law
  • Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation
  • Practical guidance on drafting underlying legal or supplementary documents – and common traps  

Speaker:

 

John A. Warnick is an attorney and wealth counselor in Denver, Colorado, with a national estate and trust planning practice. He is widely recognized for his counseling of high net worth families on purposeful giving, the process of not only transferring wealth but creating a lasting legacy. He is also the managing collaborator of the Purposeful Planning Institute and a wealth consultant with Family Wealth and Transition Solutions.  Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel and formerly practiced law with Holme, Roberts & Owen, LLP in Denver.  He received his B.A. from Brigham Young University and his J.D. from The George Washington University Law School.

 

*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.

 

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