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Planningatthecliff porter

LEGAL ESTATE PLANNING ISSUES: PLANNING AT THE CLIFF OF CLIENT CAPACITY

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Law
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Series: Estate Planning, Women in Accounting
Course Description

This program identifies the legal issues that can arise when planning with clients of diminishing or questionable capacity. Learn how to diminish the risk that your client’s estate plans will be invalidated by issues of questionable capacity. In this program, we will review the steps you can take to ensure that your client’s wishes are respected. Learn best practices when dealing with clients of advanced age or illness, including clients diagnosed with the early stages of dementia or Alzheimer’s disease. Learn more about your responsibilities when dealing with clients at the cliff of capacity, including responsibilities you may have to report suspected elder abuse.

Learning Objectives

  • Attendees will learn about common challenges brought against estate plans made by clients of diminished capacity and the tests used to determine the validity of those plans.

  • Attendees will learn how to ensure that clients are at their mental best when making planning decisions.

  • Attendees will learn about their responsibilities in facilitating the planning wishes of clients with diminished capacity, including requirements to report suspected elder abuse.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Marve Ann Alaimo

Porter Wright Morris & Arthur LLP
Attorney at Law
malaimo@porterwright.com
(239) 593-2964

Porterwright

Marve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship. Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamicscan often complicate an already stressful time. She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer and she has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.

About Our Presenter

Porterwright
From our six offices in Ohio, Florida and Washington, D.C., Porter Wright seamlessly brings together the knowledge, skill and experience needed to help our clients achieve goals and solve problems, effectively and efficiently. We are committed to our clients. For 170 years, clients have trusted Porter Wright to provide exceptional legal advice. We pride ourselves on the responsiveness of our service, and for providing real value in all that we do. We are committed to our profession. Porter Wright lawyers have taken leadership roles in national, state and local bar associations, judicial societies and professional organizations. We devote our talents and our time to aspiring lawyers, legal educational programs and pro bono representation. We are committed to our communities. Porter Wright lawyers and staff serve as leaders of civic, charitable and cultural organizations. Through firm-wide and individual efforts, we help make our cities, counties and states better places to live and work. We are committed to the future. Our history says as much about our future prospects as our past success. Porter Wright has thrived by anticipating and reacting to changes in the law and business and in our clients’ objectives and needs. We have seen a lot in the last 165 years, and it gives us a great sense of confidence about the future.