As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.
DESIGNED FOR
CPAs, enrolled agents, trustees, others with fiduciary responsibility
BENEFITS
- Fears of aging
- Legal capacity
- Family dynamics
- The two issues of care and financial matters
- Trust agreements
HIGHLIGHTS
Recognize signs of cognitive impairment and explain the nuances of power of attorney and trust documents when working with aged clients and their families.
ADDITIONAL NOTES
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