Religion and Estate Planning

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Virginia MCLE
Accreditation Info

Courses purchased through the United Institute for Continuing Legal Education are provided and fully accredited by The National Academy of Continuing Legal Education, an approved Virginia State Bar MCLE Accredited Sponsor. To view our full accreditation details please .

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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