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2021 Teleconference: Estate Planning for the Disabled and Aging Population

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Description

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context:

  • Financial Elder Abuse
  • Testamentary Capacity and Undue Influence
  • Design and Efficacy of Revocable Trusts, Durable Powers of Attorney and Advance Directives
  • Designing and Administering Special Needs Trusts

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If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

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Your archive will be available within 5 days of the live event.
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Attorneys must apply for CLE approval
30 days before event date or earlier.
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Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Kim D. Fetrow

    Kim D. Fetrow is a partner of the law firm of Heckscher, Teillon, Terrill & Sager, a firm which is devoted entirely to the practice of trust and estate related law. Kim's practice includes all aspects of estate, guardianship and trust planning and administration, particularly in the area of estate planning for individuals with disabilities, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel, is a Pennsylvania "Super Lawyer," is listed in the Best Lawyers of America, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia, Pennsylvania office.

July 27, 2021
Tue 1:00 PM EDT

Duration 1H 30M

This live web event has ended.