Continuing Legal Education

TELESEMINAR: Estate Planning to Reflect Religious and Philosophical Beliefs – A National Perspective

September 19, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours

Telephone

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. 

Highlights:

  • Practical process of incorporating the religious and philosophical beliefs of clients into their estate and trust plans
  • Talking to clients about the opportunities and real-world limitations of what they can accomplish
  • Legal and practical framework of what is enforceable under the law
  • Anticipating challenges from beneficiaries and communicating with them to avoid dispute
  • Common traps of drafting underlying trust and other documents
For more information about ISBA's Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar

 

Program Speaker:
John A. Warnick
, Family Wealth and Transition Solutions, Colorado


 

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.

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