Aging Clients: Estate and Longevity Planning

SKU: EST4100

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About This Course

Every practitioner is aware that the population generally, and client base in particular, are aging. But what does this mean for estate and other planning? What new services can practitioners offer aging clients? Why do traditional planning and drafting techniques not meet the needs of many of our aging clients and how can you specifically plan and draft differently to address these issues? Why are durable powers of attorney insufficient planning for many aging clients? Why does the law not practically address issues of revocable trusts and how can you draft differently? How will the composition of the estate planning evolve providing changing roles not only for attorneys but for CPAs and care managers and what does this mean to the process?

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