November 14, 2024 – RRD Senior Counsel Joel S. Luber will attend Legacy Conversations: The Value of Educating Clients About Ethical Wills and Letters of Wishes, an educational program hosted by the Philadelphia Estate Planning Council.

The event will cover insightful information regarding the valuable benefits of writing non-binding personal legacy letters to heirs, successors and trustees as part of an approach to legacy planning that goes beyond the allocation of financial assets. Presenter will share a historical, literary and legal overview of ethical wills, expressions of donor intent and letters of wishes to trustees, along with practical suggestions for introducing the instrument to clients.