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International Trust and Estate Planning 2021: Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning

Content Provider
American Law Institute CLE
Product
CLE
Run Time
90 Minutes
Recording Date
12/03/2021
Presenter(s)
Margaret Lodise, Stacy Singer, Akane Suzuki
Learning Method
On-Demand Training
Practice Area
International Law, Estate Planning and Elder Law, Taxation

Price $259.00

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Description

Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning The best estate planners seek to understand all aspects of their clients’ lives, including the information clients are reluctant to share. But one area that clients are often eager to share, but planners are reluctant to discuss, is the impact of culture, religion, and faith on estate planning. Learn about how various faiths and cultures think about estate planning, how those beliefs may impact planning and the ethical implications of considering faith, culture and diversity when working with clients, all of which are particularly important when dealing with clients with cross-border issues.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.50General12/31/2022
AlaskaApproved1.50GeneralOn-going
ArizonaApproved1.50GeneralOn-going
ArkansasApproved1.50GeneralOn-going
CaliforniaApproved1.50Participatory12/02/2026
ColoradoApproved2.00General12/31/2024
ConnecticutApproved1.50GeneralOn-going
DelawareApproved1.50General12/02/2023
FloridaApproved2.00General11/30/2023
GeorgiaApproved1.50General12/31/2022
HawaiiApproved1.50GeneralOn-going
IdahoApproved1.50General12/02/2026
IllinoisApproved1.50General04/10/2024
IndianaApproved1.50General05/26/2023
IowaApproved1.50General12/02/2022
KansasApproved1.50Ethics05/01/2023
LouisianaApproved1.50General04/10/2023
MaineApproved1.50General05/19/2024
MinnesotaApproved1.50General05/03/2024
MississippiApproved1.50General04/10/2023
MissouriApproved1.80GeneralOn-going
MontanaApproved1.50General12/02/2024
NebraskaApproved1.50General05/22/2023
NevadaApproved1.50General12/31/2025
New HampshireApproved1.50General12/02/2024
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.50General12/02/2026
New YorkApproved1.50SkillsOn-going
North CarolinaApproved1.50General12/31/2022
North DakotaApproved1.50Ethics12/02/2024
OhioApproved1.50General12/31/2022
OklahomaApproved1.50General04/10/2023
OregonApproved1.50General12/02/2024
PennsylvaniaApproved1.50General04/10/2024
Puerto RicoApproved1.50General06/05/2023
Rhode IslandApproved1.50General06/30/2023
South CarolinaApproved1.50General12/31/2022
TennesseeApproved1.50General04/10/2023
TexasApproved1.50General04/10/2023
UtahPending State Response0.00
VermontApproved1.50GeneralOn-going
VirginiaPending State Response0.00
WashingtonApproved1.50General12/02/2026
West VirginiaApproved1.80GeneralOn-going
WisconsinApproved1.50GeneralOn-going
WyomingApproved1.50General04/10/2023