Christian Estate Planning

June 19, 2019

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 in a military community at Clarksville, TN in 2007. is a North Point Strategic partner and longs to be “a church unchurched people loved to attend—a church for people who have given up on church and religion.”

Course 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 her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Christian values. 

A Certificate of Attendance will be provided but no formal CPE or CLE credits are given.