Sep 27, 2016
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,
Read his commentary here.
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