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The Estate Planner's Guide to Religious Implications in Estate Planning

  • Wed, March 22, 2023
  • 7:30 AM - 9:30 AM
  • Virtual

Registration

  • Regular Members & invited guests: $30 in advance, $36 at the door
  • Free, Guests: $30 in advance

The March 22, 2023, meeting will include a presentation by Stacy Singer, on the topic "The Estate Planner's Guide to Religious Implications in Estate Planning". 

When an estate planning attorney is working with someone strong in their faith, especially when that client has a different faith than that of the attorney, doesn't the attorney provide a greater service to the client with an understanding of how the client's faith might impact their estate plan? In this presentation, Stacy Singer will discuss how the religious requirements of Christianity, Islam and Judaism may impact the estate planning for clients who practice those faiths. The ethical implications of those requirements will also be discussed.

Stacy E. Singer

Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services at The Northern Trust Company, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients nationally and with wealth advisory professionals on the delivery of proactive wealth planning advice. She previously served as the National Director of Estate Settlement Services. Ms. Singer joined Northern Trust in 2003. 

Ms. Singer was previously a Vice President in the Estate Administration Division at Harris Trust & Savings Bank in Chicago, where she handled the administration of decedent, minors and disabled estates. Prior to Harris, she was a member of the estate and succession planning department at Burke, Warren, MacKay & Serritella, P.C., where she specialized in estate and succession planning strategies, estate and trust administration and guardianship for minors and disabled adults. She has been appointed as a Guardian ad Litem in both decedent and disabled estates and as a Special Administrator in decedent estates.

Stacy joined Northern Trust as a Vice President in June, 2003 as an Estate Administrator, and then served as a Manager of Administration in the Estate Settlement Services Group, managing a team and handling account acceptance and risk management for the division. Prior to joining Northern Trust, Stacy was a Vice President in Estate Administration at Harris Trust & Savings Bank. Stacy was previously in private law practice, as an Associate at Burke, Warren, MacKay & Serritella, P.C. from 1995 to 1999 and as an Associate at Chuhak & Tecson, P.C. from 1993 to 1995.

Stacy received a B.A. degree in Political Science with high honors from the University of Michigan and a J.D. degree from the University of Michigan Law School. Stacy also holds a Certified Private Wealth Advisor designation.

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Location:

  • Virtual

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
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