Serious conflict and irreparable harm to family relationships often occur when an estate plan is the product of undue influence or in the shadow of diminished capacity. This workshop identifies those situations that put the professionals and the clients at the greatest risk, offering positive solutions for the professionals, beneficiaries and elders.
|ABA Article re Trusted Contact Persons 2018.pdf||2.12 MB|
|Capacity Materials IACP workshop 29.docx||82.82 KB|
|Chapter 6.pdf||1.37 MB|
|FINRA rules - Exploitation of Seniors 2018.pdf||2.63 MB|
|Sample Participation Agreement for Use in the Planning Stage.docx||22.48 KB|