Religious Considerations in Estate Planning

Presented by the Bar Association of San Francisco

Date February 14, 2020
Program 12:00 - 1:15 p.m.
MCLE 1 Hour in Estate Planning, Probate & Trust Specialization


Yaser Ali
Managing Attorney
Ali Legal, PLC

A client’s estate plan often involves more than just the transfer of wealth from one generation to the next. To draft a customized plan sometimes requires the attorney to consider a client’s religious beliefs. Ensuring that religious beliefs and traditions are adhered to and passed on the next generation may even supersede a client’s other estate planning goals


  • Explore the role of religion in American society
  • Consider how to ethically and effectively counsel clients who seek to integrate aspects of their faith into their estate plan
  • Design an estate plan based on unique challenges presented by specific religious beliefs

Event Code: R200019


2/14/2020 12:00 PM - 1:00 PM
Online Only CA

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