Navigating Estate Planning for Clients with Diminished Capacity
Guest Expert: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
Date:
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.
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.
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
Attendees Comments:
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.