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Navigating Estate Planning for Clients with Diminished Capacity
Guest Expert: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
Date:
Attendee's Excellent Rating: 85%
Webinar Replay Description

As clients age, some may face challenges such as cognitive decline that can impact their ability to manage their own legal affairs.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Better understanding of the issues of undue influence to support financial advisor's responsibility in recognizing potential elder fraud.
- Chip R.

To put estate planning in the context of meeting clients goals and not to focus too much on the numbers.
- Mark Z.

Answers are there just search them out. good online references. Harry seems accessible himself
- Jennifer S.
Comments
A few comments from listeners when they were asked what the learned from the webinar:

Better understanding of the issues of undue influence to support financial advisor's responsibility in recognizing potential elder fraud.
- Chip R.

To put estate planning in the context of meeting clients goals and not to focus too much on the numbers.
- Mark Z.

Answers are there just search them out. good online references. Harry seems accessible himself
- Jennifer S.
Navigating Estate Planning for Clients with Diminished Capacity 09-13-2024