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. In this crucial webinar with elder law attorney Harry Margolis, he did a dive deep into the complexities of estate planning for individuals experiencing diminished capacity.
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.