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  • Description

    While it may seem unlikely, a client’s religious beliefs may be a factor in planning his or her estate. Along with their goals, values, morals, and principles, a person’s religious beliefs are a factor in creating a customized estate plan. Given that in 2017, 37% of respondents classified themselves as “highly religious” and in that same year donated upwards of $127 billion in support of religious causes and organizations, this impacts a considerable number of people.

    This CLE course will offer a survey of the many areas of estate and other planning that may be affected by a person’s religious beliefs including wealth distribution and end of life care. The course will offer a variety of possible avenues for most major religions and explain some of the vital concepts that all practitioners, whether they be lawyers, CPA’s or wealth advisers, should consider.

  • Instructor Bio

    Martin Shenkman

    Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

    To learn more about Marty visit his website

    Jonathan Blattmachr

    Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

    Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of five books and more than 400 articles on estate planning and tax topics.

    Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.

    Yaser Ali

    Education and law are two of my greatest passions. Throughout my career, I’ve committed myself to educating others about their rights and assisting them with their legal needs.

    After obtaining my undergraduate degree from the University of Florida, I attended Harvard University’s Graduate School of Education where I studied educational pedagogy and learned how to effectively convey information to diverse groups of people. I then went on to study law and legal advocacy at the University of California, Berkeley (Boalt Hall) where I was a member of the California Law Review. After law school I was privileged to clerk for renowned civil rights jurist, Judge Damon J. Keith on the United States Court of Appeals and to work at one of Arizona’s premier law firms, Osborn Maledon. At the firm, I represented businesses and governmental entities in a variety of complex litigation matters in state and federal court.

    In 2015, I founded Yaser Ali Law in order to focus on serving the needs of individuals, families, and small businesses. My exceptional training has enabled me to better understand my clients’ unique personal situations, to convey complex concepts in simple terms, and to aggressively advocate on my clients’ behalf. Whether you’re contemplating drafting an estate plan for your loved ones or are unclear about how to resolve a dispute with a business partner, give us a call. We’d be honored to assist you.

    Chris Edmondson

    I was born in Clarksville and graduated from Austin Peay State University in 1993 with a trumpet degree. I attended Dallas Theological Seminary where I received my Masters of Theology (ThM) in 1997, with an emphasis on pastoral leadership and church planting. I have served on church staff at churches in Texas, Alabama, Virginia and pastored a church in Iowa."