The Estate Planner's Guide to Religious Implications in Estate Planning

Stacy Singer

Senior Vice President, National Practice Leader
for Trust Services and Wealth Advisory
The Northern Trust Company

When an estate planning attorney works with someone who is deeply religious, especially if the client's faith differs from the attorney's, doesn't the attorney provide greater value to the client by understanding how their faith might impact their estate plan?

Please join us for our breakfast meeting, The Estate Planner's Guide to Religious Implications in Estate Planning, on Tuesday, October 17. Stacy Singer, Senior Vice President, National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company, will explore how the religious tenets of Christianity, Islam, and Judaism may affect estate planning for clients who adhere to these faiths. The ethical implications of these requirements will also be discussed.

Program Schedule

• 7:15 am – Check-in/Breakfast
• 7:50 am – Welcome/Introductions
• 8:00 am – Presentation and Q&A
• 9:00 am – Announcements and Adjournment
  

Registration
Registration closes on Thursday, October 12. An email will be sent with a link to download the handout prior to the meeting.

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