Catholic Estate Planning

July 25, 2019

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 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 Catholic 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 Catholic values. This practical webinar will explore a range of issues. Speakers: Salvatore J. LaMendola, Esq. (author of the book Estate Planning for Catholics) and Martin Shenkman, Esq. Sponsors: Interactive Legal and Peak Trust Company. An article link on this topic can be found here. A Certificate of Attendance will be provided but no formal CPE or CLE credits are given.