Basic Will Drafting & Why Provisions are Included

It’s time to get back to the basics. This session will review every tax we can find that affects the elderly in a format that is easy to remember and entertaining

This session includes: (1) an overview of the challenge facing practitioners given the privilege of serving persons with diminished capacity; (2) examination of relevant ethical rules you must consider in dealing with clients with diminished capacity under the IRPC; (3) deciding when it is appropriate to treat the client in a normal attorney-client manner vs seeking protective action for the client; & (4) estate planning strategies to consider in light of diminished capacity and the distinctions between representing single vs married individuals.