LDS Estate and Financial Planning
Speakers:Terry Lloyd and Martin Shenkman How advisers can help LDS clients with planning is discussed in this video clip. Handouts One Slide Per Page Three Slides Per Page
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Religion and Estate Planning
WealthManagement.com Sep 27, 2016 Martin M. Shenkman Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a client’s religious concerns into the drafting of many common legal documents. Addressing the myriad religious, philosophical, cultural and related issues in practice is not only…
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Catholic Considerations and Estate Planning
WealthManagement.com Oct 01, 2015 Martin M. Shenkman Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive security efforts and followed on television no doubt by tens of millions of others who couldn’t see him in person. Almost every aspect of his…
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Estate Planning for Jewish Clients
Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious beliefs. Yet despite the central role religion plays in many clients’ lives, the topic is rarely addressed in the…
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Estate Planning for Scientologists
This webinar will explain how estate planners might modify planning and documents for a client who is a member of the Church of Scientology, or a Scientologist. How should all estate planning, and even business entity, documents be modified to reflect Scientology views of psychiatry and psychotropic drugs? How can belief in future lives be…
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Estate Planning for the Muslim Client
This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisors, and others, can address client religious concerns of Muslim clients. These are vital concepts that every practitioner should be familiar with. A 2017 Pew study on U.S. Muslim population estimated 3.5 million…
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Catholic Estate Planning
Course Description: Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Provisions in living wills addressing end-of-life decision making, pregnancy and more should be considered in light of Church doctrine. One way to integrate Catholic values into an estate plan might be for a client to add to…
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Catholic Estate Planning
WEALTH PLANNING>ESTATE PLANNING Catholic Considerations and Estate Planning Taking into account religious issues Martin M. Shenkman | Oct 01, 2015 Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive security efforts and followed on television no doubt by tens of millions…
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Christian Estate Planning
Sponsors: Interactive Legal and Peak Trust Company. Speakers: Pastor Chris Edmonson, Jonathan Blattmachr, and Martin Shenkman, Esq. Pastor Chris Edmondson has 26 years of Christian ministry experience and a Masters of Theology from Dallas Theological Seminary. He and his wife Kim founded oneChurch.tv in a military community at Clarksville, TN in 2007. oneChurch.tv is a…
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Free Webinar: Christian Estate Planning
Date and Time of Webinar: Wed, Jun 19, 2019 3:00 PM – 4:00 PM EDT. Description: Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or…
