Estate planning often focuses on tax planning, asset protection, and other traditional objectives. But for a surprisingly large number of clients, religious considerations may be just as important. This webinar will explore how practitioners can integrate religious considerations into the estate planning discussion.
As CPAs, you may have a more personal, longer, and deeper relationship with your clients and their families than the attorney handling the estate planning, who may have just met the client or only sees the client every 5 to 10 years. Your knowledge and relationship with many of your clients may make you the ideal adviser to open these discussions.
This presentation will discuss the components of estate planning that may be affected by a client's religious sensitivities. We will explore religious considerations of approximately 10 different faiths and religious considerations of most key types of estate plans and more. With the increasing attention to equity, inclusion, and diversity, this program will give you practical knowledge to address these types of issues.
Learning Objectives:
Shenkman Law
Dual Practitioner, Financial Planner
[email protected]
(201) 845-8400
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City, New York, with Shenkman Law. His practice focuses on estate and tax planning as well as planning for closely-held businesses and estate administration. Throughout his career, Mr. Shenkman received awards and acknowledgments from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, an MBA from the University of Michigan, a law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington D.C.
Yaser Ali Law
Attorney
[email protected]
(480) 442-4175
Yaser Ali is a wealth planning attorney in Tempe, Arizona. His practice involves counseling high-net-worth individuals and developing and implementing tax-efficient wealth transfer strategies that are consistent with their personal philosophies, values, and objectives.
Recognized as a 40 under 40 award winner by the Phoenix Business Journal and the University of Florida Alumni Association, and as a “Rising Star” by Super Lawyers Magazine, Yaser is proud to have structured over $100 million in sophisticated charitable gifts and bequests for his clients.