When Reporting on your SC Commission Compliance Report, please use this code: 171608ADT

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About the Teleseminar

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.  

  • 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 

About the Speaker

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.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour


 (Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.