September 19, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
Estate and trust plans have always been informed, in one way or another, by the values of benefactors. Lifetime gifts or bequests may be conditioned on certain achievements, such as children marrying and having children or grandchildren accomplishing certain benchmarks in life. Gifts to charities also speak to the priorities and values of those giving the gifts. But clients are increasingly more comfortable with the explicit recognition of religious or philosophical beliefs in their estate and trusts plans, trying to incorporate specific principles or values into the giving plans. This trend presents certain challenges for the planner, including the limits of what may be accomplished under law. This program will provide you with a practical guide to estate planning to incorporate certain religious and philosophical beliefs, including the limits of law and drafting traps.
John A. Warnick, Family Wealth and Transition Solutions, Colorado