SpeakerYaser Ali
Managing Attorney
Ali Legal, PLC
A client's estate plan often involves more than just the transfer of wealth from one generation to the next. To draft a customized plan sometimes requires the attorney to consider a client's religious beliefs. Ensuring that religious beliefs and traditions are adhered to and passed on the next generation may even supersede a client's other estate planning goals
Topics• Explore the role of religion in American society
• Consider how to ethically and effectively counsel clients who seek to integrate aspects of their faith into their estate plan
• Design an estate plan based on unique challenges presented by specific religious beliefs
Section Chair: Eli R. Coffino, Freeland Cooper & Foreman