Luncheon: Before, During, and After the Shiva Call: Religious Considerations in Estate Planning sponsored by Ulmer & Berne
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If attending in person, please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served at noon with the meeting beginning at 12:20 pm.
If attending virtually, the webinar session will begin at 12:20 pm.
About the Program
As estate planners, we often need to develop cultural competence with respect to religions other than our own. The intersection of 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 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.
About the Speaker
Abbie is a skilled estate planning, estate administration, and tax attorney who works closely with clients to develop and analyze estate plans appropriate to their needs and objectives. She has experience in both domestic and international tax and estate planning, and provides counsel on the use of wills and trusts, gift planning, lifetime and post-mortem tax planning, living wills, and powers of attorney. Abbie is also experienced with Halachic estate planning and works with clients to develop comprehensive estate plans that conform to Jewish religious laws. In addition to being a member of the Estate Planning Council of Cleveland and local and state bar associations, Abbie is involved in the community and is on the board of Trustees for Fuchs Mizrachi School as well as the Jewish Federation of Cleveland. She has been named to the 2022 Ohio Super Lawyers list of Rising Stars and recognized by The Best Lawyers in America: 2023 Ones to Watch, Tax Law; Trusts and Estates. Abbie earned her Bachelor of Arts from The Ohio State University and her J.D. from Columbia Law School where she was the executive editor of the Columbia Journal of Tax Law.
Michael Wear, Esq., AEP® │ 2022-2023 Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders, from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit, and from the Ohio Department of Insurance. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy –
IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $35 for members when paid in advance before noon 11/07/22, $50 for members at the door, $50 for guests, and $210 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 11/04/22). If you reserve and are unable to attend, please call the office to cancel by noon 11/07/22 to avoid a no-show reservation billing.
VIRUTAL: All attendees must register in advance. The meeting cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.
To reserve, click "Register Now" below.
Program sponsored by:
