Estate Planning for Religious and Philosophical Beliefs of Clients

Thursday May 25, 2017

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 trust and estate plans. This is often a new world for lawyers, unfamiliar with explicitly integrating religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about what the law will allow or not allow, and drafting documents for these clients can be a major challenge. 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.
Handout Materials Will be Emailed to You Prior to the Seminar

Starts 12:00 p.m.
1.0 MCLE Credit Hours

• Trust and estate planning to incorporate religious, philosophical and ethical beliefs
• 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


John A. Warnick, Purposeful Planning Institute – Denver, Colorado