How can the CPA and estate planner work together in the final days, weeks, months of a person’s life to help the family prepare for death? Join in to examine how you can help your clients take care of a loved one’s final wishes at a difficult time.
DESIGNED FOR
Professionals with clients who are able to do last minute planning before incapacitation.
BENEFITS
HIGHLIGHTS
- Estate planning when anticipating incapacity
- Estate planning under extended incapacity
- Asset ownership planning
COURSE LEVEL
Overview
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).