I heard Jerry Chasen, JD give an excellent talk today for Dallas Foundation. His topic was, "Focusing Client Intentions: Planning Processes, and Passion." Jerry, a top-rated estate tax attorney, is carrying the message of values based planning around the country and making his materials available online, at the Advisors Project, for free. To test my working hypothesis that those who are really good at values-based, or civic minded, planning have a dual background (not just tax, law, or finance, but also some liberal arts), I asked Jerry about his undergraduate degree. "Religion," he said.