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5/22/2017
Ethics for Real Estate Lawyers (Telephone)

5/23/2017
Drafting Gun Wills & Trusts - and Preventing Executor Liability (Telephone)

5/23/2017
The Truth, The Whole Truth and Nothing But the Truth (Webinar)

5/24/2017
Ethics in Negotiations (Telephone)

5/27/2017
The 2017 Ethy Awards (Webinar)

Estate Planning for Religious and Philosophical Beliefs of Clients (Telephone)
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Every trust and estate plan reflects the values of the client. These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems. Some clients choose to make these values explicit in their trust and estate plans. This is often a new world for lawyers, unfamiliar with explicitly integrating religious, philosophical, and ethical statements into legal documents.

1/10/2017
When: Tuesday, January 10, 2017
12:00 PM - 1:00 PM CT

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MCLE Accreditation
Nebraska Activity #133882, 1.0 hour CLE

Every trust and estate plan reflects the values of the client.  These values are often rooted, consciously or not, in religious, philosophical or ethical belief systems.   Some clients choose to make these values explicit in their trust and estate plans.  This is often a new world for lawyers, unfamiliar with explicitly integrating religious, philosophical, and ethical statements into legal documents. Understanding the purposes of clients, advising clients about what the law will allow or not allow, and drafting documents for these clients can be a major challenge.  This program will discuss advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans, cover the limits of what can be practically achieved, and provide drafting tips. Original speaker will be available for questions.

  • Trust and estate planning to incorporate religious, philosophical and ethical beliefs
  • Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans
  • Counseling clients about what can be practically achieved and the limitations of law
  • Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation
  • Practical guidance on drafting underlying legal or supplementary documents – and common traps

John A. Warnick is an attorney and wealth counselor in Denver, Colorado, with a national estate and trust planning practice. He is widely recognized for his counseling of high net worth families on purposeful giving, the process of not only transferring wealth but creating a lasting legacy. He is also the managing collaborator of the Purposeful Planning Institute and a wealth consultant with Family Wealth and Transition Solutions.  Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel and formerly practiced law with Holme, Roberts & Owen, LLP in Denver.  He received his B.A. from Brigham Young University and his J.D. from The George Washington University Law School.




To Register:
Cost $89.00

http://ne.webcredenza.com

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:
Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; sweber@nebar.com

Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098