Skip to main content

Trust and Estate Planning for Religious and Philosophical Beliefs (Live Replay from March 2, 2023)

Thank you

Thank you for joining us today.

Description

Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.

This program discusses advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans.

  • Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans
  • Counseling clients about what can be practically achieved and the limitations of law
  • Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation
  • Practical guidance on drafting underlying legal or supplementary documents – and common traps

Contributors

  • Daniel L. Daniels

    Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in "The Best Lawyers in America," and has been named by "Worth" magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in "Trusts and Estates" magazine.

    Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

    Click here for more information about Daniel.

November 13, 2023
Mon 1:00 PM EST

Duration 1H 0M

This live web event has ended.

For Technical Support
(888) 705-6002
+1 (858) 201-4136*
*for callers residing outside of the United States