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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 beneficial
    to those clients for whom this is important, but also can be intellectually rewarding
    and may lead to a deeper relationship with the client.

    While being in Delaware is great, getting there might take more than the trustee
    clicking his heels together three times and reciting “I want to be administered in
    Delaware.” This This topic, and many others, will be discussed at the 42nd Annual Notre Dame Tax
    & Estate Planning Institute that will be held Oct. 27 and 28, 2016 in South Bend,
    Ind.

    Read his commentary here.

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