Special Drafting Considerations for Elderly Clients (2/11/2021)

Available: In Stock
Product No: 37205
Duration: 58.41 Hours
Publish Date : 2/11/2021

Item Description :

Please note - this purchase is for a digital download of the Learn Online Materials, including online viewing / download of the video presentation. 

BBA Member Price: FREE. Included as part of your membership
Non-Member Price: $100


A panel of experts discuss special drafting considerations for practitioners to be mindful of when advising elderly clients. Specifically, they discuss language concerning end of life decision-making and care, and the importance of counseling clients on the implications of including or excluding certain powers from their documents with an eye towards protecting the client and achieving his or her planning goals. The discussion will be beneficial both for practitioners new to estate planning and for seasoned estate planners.


Patricia Keane-Martin
Seegel Lipshutz & Lo, LLP

Kristin Dzialo
Eckert Byrne LLC

Sarah Hartline
Margolis & Bloom

Pricing :
Non-Member Pricing $100.00
BBA Member Pricing $0.00