Religion and Estate Planning

Accreditation Wreath Icon AL
SKU: EST9700
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

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 a recent poll, 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.

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