Summary
The rapid growth in the number of Americans over age 65, and ever-increasing life expectancies, dramatically affect the estate planning industry. Clients and their family members inevitably must deal with emotional and financial issues that may impact relationships and endanger wealth built over a lifetime. Critical estate planning matters for aging clients and their family members include the following:
- Potential for financial elder abuse
- Testamentary capacity and undue influence
- Design and efficacy of revocable trusts, durable powers of attorney and advance directives
- Long-term care insurance
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, 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 BSB, then you will be charged a $100 cancellation/materials fee.
Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
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