Tips for Dealing With and Drafting for Clients With Diminished Capacity

ACTEC Trust & Estate Talk

English - February 06, 2024 21:20 - 13 minutes - 32.6 MB - ★★★★★ - 64 ratings
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Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.