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DTSTART:20260505T000000Z
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LOCATION:Gainey Ranch Golf Club, 7600 E Gainey Club Dr, Scottsdale, AZ 85258
UID:2782420260505T000000ZMay Program Meeting: Religion & Diversity in Estate Planning
DTSTAMP:20260420T013848Z
DESCRIPTION:\nThank you to our sponsor!\n \n[](https://www.northerntrust.com/united-states/about-us/corporate-social-responsibility/corporate-philanthropy/foundation)\n \nTopic: Religion & Diversity in Estate Planning\n \nAs a trust and estate planning professional, you have the rare opportunity to get a glimpse into the personal values and beliefs of your clients. 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? This presentation discusses 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.\n \nLearning Objectives:\n Understand the responsibilities of attorneys to understand religious and cultural differences and how they impact an attorney’s approach to estate planning. Understand the approach under Judaism, Christianity and Islam towards estate planning, end of life issues and disposition of remains Understand the ethical issues that intersect with religious and diversity challenges \nSpeaker: Stacy E. Singer\n \nStacy 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. Stacy joined Northern Trust in 2003 as a Vice President and 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.\n \nStacy 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.\n \nStacy 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.\n \nStacy 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 AdvisorSM designation.\n \nStacy is a Fellow of the American College of Trust and Estate Counsel (ACTEC), where she serves as the Illinois State Chair. She is a past President of the Chicago Estate Planning Council and a member of the Board of Directors for the Illinois Institute for Continuing Legal Education. She is a former Adjunct Professor at the John Marshall Law School, Center for Tax Law and Employee Benefits, and was previously on the faculty of the American Bankers Association National Trust School. She is the Chair of the Professional Advisory Committee for Jewish United Fund of Metropolitan Chicago and a member of the American Technion Institute and The Hadley Institute for the Blind and Visually Impaired. She is a frequent speaker for numerous organizations, including the Heckerling Institute on Estate Planning, ACTEC, ALI-CLE, the Notre Dame Tax and Estate Planning Institute, the Illinois Institute for Continuing Legal Education, and the Chicago Estate Planning Council. She has authored articles in numerous publications, including Estate Planning, Trusts & Estates and the Journal of Philanthropy.\n \nRSVP must be received by 12:00 p.m. on Wednesday, April 29, 2026. Registration will close at this time.\n ------\n\nSubmitting an RSVP for this event implies your agreement [to the following COVID-19 policy](https://admin.naepc.org/assets/Councils/CentralArizona-AZ/userContent/files/CAEPC%202021-2022%20Event%20Policy.doc). By registering for this event, you grant the Central Arizona Estate Planning Council (CAEPC) permission to take photographs or video of you during the event. These images and videos may be used on the CAEPC website, social media pages, and/or in newsletters for promotional purposes. Please note that Insurance CE credits are not available for Zoom participants. Zoom participants can still earn CFP and ABA credits by notifying CAEPC, but insurance CE credits will not be offered for the virtual format.\n ------\n\nDinner Menu\n \nSALAD\n \nItalian Chopped Salad with romaine, assorted olives, pepperoncini, mozzarella cheese, genoa salami, grape tomatoes, Italian dressing (Vegan: without cheese)\n \nENTREE\n \nChicken Parmesan-crispy chicken, provolone cheese, fresh basil, marinara sauce, Ratatouille +Cavatappi Pasta, Vodka Sauce\n \nVegan: Ratatouille with Cavatappi Pasta, Marinara Sauce & Grilled Asparagus\n \nDESSERT\n \nTiramisu with coffee sauce\n ------\n\nSchedule\n 5:00 p.m. Networking 6:00 p.m. Dinner 6:20 p.m. Announcements 6:30 p.m. Program 7:30 p.m. Program Concludes ------\n\nThank you to our sponsor!\n \n[](https://www.northerntrust.com/united-states/about-us/corporate-social-responsibility/corporate-philanthropy/foundation)\n \nAttendees understand and agree that their contact information may be shared with the event sponsor(s).\n ------\n\nEVENT CONDUCT STATEMENT\n \nThe Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.\n ------\n\nAttending without a reservation? [Please read this](https://www.caepc.org/assets/Councils/CentralArizona-AZ/library/At%20the%20Door%20Info.pdf).\n \n \n
SUMMARY:May Program Meeting: Religion & Diversity in Estate Planning - Central Arizona Estate Planning Council 
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