Monthly Program

Before, During, and After the Shiva Call: Religious Considerations in Estate Planning

October 13, 2023
7:45 AM | Registration/Breakfast
8:15 AM | Program

DoubleTree By Hilton, Independence
6200 Quarry Lane | Independence OH 44131

 As gift and estate planners, we often need to develop cultural competence with respect to religions other than our own. The intersection of gift planning, estate planning and religion occurs in many ways, both before and after death. This presentation will cover issues amongst a variety of religions relating to end-of-life decisions, charitable giving, and testamentary imperatives, including the presenter’s particular expertise in preparing estate plans in accordance with Halachic (Torah) law.  We will also discuss the practical information that estate planners need to know surrounding the death and burial practices of clients from varied cultures 

Speaker: Abbie Pappas, Ulmer & Berne LLP

Credits applied for

Cost to Attend:

NOCGP Members: $30
Non-Members: $35
Non-Members + New Membership: $50

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