Meg Lodise Discusses “Diversity, Culture and Ethics in Estate Planning” at 55th Annual Heckerling Institute on Estate Planning
Partner Meg Lodise is speaking on the virtual panel “Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning” at the 55th Annual Heckerling Institute on Estate Planning being held May 4, 2021.
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. The panelists will examine how various faiths think about estate planning, how those beliefs may impact planning and the ethical implications of considering faith, culture and diversity when working with clients.
The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team.