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 estate planning context where a client’s religious beliefs may actually inform their preferences with respect to the distribution of their wealth, end-of-life care decisions, charitable giving, premarital agreements, adhering to Biblical rules of inheritance, how to draft a living will and other documents, and so much more. In many cases, ensuring that these religious beliefs and traditions are adhered to and passed on to the next generation may even supersede a client’s other estate planning goals. 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 for Jewish clients’ religious concerns.

This is part of an ongoing series exploring religion and estate planning. Presentations on general religious considerations, Christian, Catholic, Muslim and Scientology estate planning have already been presented and recordings are posted to www.shenkmanlaw.com/webinars. A program on Latter-Day Saints planning is scheduled for March 26, 2020 at 1pm EST. If you can assist us in presenting on other faiths please let us know.

Speakers: Martin Shenkman, Esq., Rabbi Mathew Hoffman, Esq., Robby Berman – Founder & Director Halachic Organ Donor Society, and Rabbi Shlomo Weissmann of Beth Din of America.

Sponsor: Interactive Legal.

There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.

*This may constitute attorney advertising.