Aging Clients: Estate and Longevity Planning

Accreditation Wreath Icon AL
SKU: EST4100
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The aging of the population should not be news to anyone. What this means for estate and other types of financial planning, may be. This CLE course will explain the services that aging clients may benefit from, how their planning may differ from traditional estate planning and how to address and draft documentation that takes those differences into account. The course will explain durable powers of attorney and revocable trusts and their sufficiency for aging population as well as the changing roles of attorneys, CPA’s and care managers in light of this populations particular needs.
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