Webinar Registration

Navigating Estate Planning for Clients with Diminished Capacity

Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs -

Thursday, September, 12

12:00pm ET

75 minutes

Harry S. Margolis, Esq.

Elder Law Attorney Margolis Bloom & D’Agostino

What You'll Learn

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, we'll dive deep into the complexities of estate planning for individuals experiencing diminished…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

(1) Understanding Legal Capacity: We'll discuss the varying legal standards necessary for the execution of essential documents, such as wills, trusts, and powers of attorney.

(2) Protective Measures: Learn how to safeguard your clients from undue influence while ensuring their wishes are respected and effectively executed.

(3) Ethical Considerations: Gain insights into the ethical responsibilities that professionals, especially attorneys, must navigate to protect and advocate for clients with reduced cognitive functions.

Join us to ensure you are fully prepared to assist clients who may be vulnerable due to diminished capacity.