Estate Planning for the Muslim Client

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Planning a client's estate can involve more than just the transfer of wealth from one generation to the next. To draft a customized plan that achieves a client's unique goals, an estate-planning practitioner must understand the client's values and convictions and, in many cases, his or her religious beliefs. For many clients, passing on these beliefs and traditions is just as important as, if not more important than, the distribution of assets.This book helps provide planning solutions for clients who wish to adhere to a set of classical religious obligations while recognizing the practicalities of daily life in America. The authors highlight various planning opportunities and identify the most common issues that arise whenplanning for a Muslim client. Topics include:Meeting the Muslim client and understanding the pillars of their faithEthical, legal, and public policy issuesEstate planning during lifePlanning for incapacity and deathDisposition of property at deathDrafting estate planning documents, with sample formsPlanning for individuals and assets abroad, and moreThe book includes valuable appendices to put the book's information into practice, including sample forms that include an advance health care directive, last will and testament, pour-over will, individual revocable living trust, and property agreement, plus a detailed order of heirs under Sunni inheritance law.