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Tips for Dealing With and Drafting for Clients With Diminished Capacity

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Manage episode 399618671 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

  continue reading

309 episodes

Artwork
iconShare
 
Manage episode 399618671 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

  continue reading

309 episodes

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