Estate Planning for People with Diminished Capacity

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.

Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR

SKU: P9007-22E-12A

$80.00 or 1.00 credits

Qty: decrease increase

Faculty:

Anthony Ferraro Robbins DiMonte, Ltd.

Expires:

10/1/2024

Overview

Faculty:

Anthony Ferraro Robbins DiMonte, Ltd.

Expires:

10/1/2024

Product tags

elder law (58)

Customers who bought this item also bought

Financing Long-Term Care Costs Without Public Benefits

P9007-22E-08A

• Private Reverse Mortgages • Annuities • Long-term Care Insurance

$80.00

Non-Penalized and Advanced Medicaid Planning

P9007-22E-09A

This session features Medicaid planning strategies, such as Medicaid-compliant annuities, gifting as well as non-penalized transfers of real estate, and other resources to achieve Medicaid qualification while preserving assets. The speaker will outline the steps necessary to execute these Medicaid strategies and the pitfalls to avoid potential problems.

$80.00

Why Do We Need To Do Special Planning?

P9016-22E-02

Understanding the benefits and services available to an individual with special needs will help to inspire your creativity to better serve your clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver services will be highlighted.

$60.00