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Tuesday, February 19, 2019, 1:00-2:00pm

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.

This program discusses advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans, covers the limits of what can be practically achieved, and provides drafting tips.

  • 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

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
February 19, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Trust and Estate Planning for Religious and Philosophical Beliefs | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

Speaker Information
John A Warnick   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass