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". Approved for 1 General CLE Credit.
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 a Senior Vice President, National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients nationally. She previously served as the National Director of Estate Settlement Services at Northern. 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.
Ms. Singer is the past President of the Board of Directors of the Chicago Estate Planning Council and a Fellow of the American College of Trust and Estate Counsel. She served on the faculty of the American Bankers Association National Trust School for five years, as an adjunct professor in the LLM Program for Tax and Employee Benefits at The John Marshall Law School and is past chair of the Chicago Bar Association Trust Law Committee. Ms. Singer is a regular speaker for the Illinois Institute of Continuing Legal Education (IICLE) and the American Law Institute (formerly ALI-ABA), and has previously spoken at the Notre Dame Tax & Estate Planning Institute, Heckerling Institute on Estate Planning, the Chicago Estate Planning Council and a broad spectrum of other civic and professional groups, including the Internal Revenue Service. She has written extensive for numerous publications, including Trusts & Estates, Advancing Philanthropy, Estate Planning and numerous IICLE publications. She holds a B.A., with distinction, from the University of Michigan and received her J.D. from the University of Michigan Law School in 1992. She is a member of the Chicago Bar Association and of the Professional Advisory Committee of the Technion Institute and the Hadley School for the Blind. She chairs the professional advisor committee for the Jewish United Fund of Metropolitan Chicago and an Executive Committee Member of the Board of Director for IICLE.
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Location:
- Virtual - Zoom (Zoom link will be sent with registration confirmation)
