My Client Is Incapacitated. Now what?
This course is part of WealthCounsel’s Exploring Trusts and Estates series, which is intended for attorneys and financial professionals who are new to estate planning, eager to refresh their foundational knowledge, or looking for new ways to discuss estate planning matters with clients. This presentation, “My Client Is Incapacitated. Now What?,” will discuss assessing capacity, identify the ways in which estate planners can assist before and after the loss of capacity, explore the utility of various tools in the estate planning arsenal (such as durable powers of attorney), and examine real-world problems practitioners are likely to encounter.
Following the webinar, visit this link in a new tab to complete a brief survey.
Presented by: Phoebe Stone, JD, MA (Bioethics)
CLE: 1.0 General credit
Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AZ, CT, FL, ND, MO, NH, & TX are eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
