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Incapacity planning guidelines for financial professionals

  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • CSA
Incapacity planning guidelines for financial professionals

1.5 Credits

$15

Subject Area

Finance

Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

What is Incapacity Planning?

Although living longer allows us to enjoy more time with our loved ones, increased medical concerns and health issues are unfortunate consequences of aging. At the same time, the future is uncertain for individuals of any age, and a serious accident or sudden illness can strike at any time. The best way to protect yourself and your loved ones is to plan for incapacity before it happens. 

Though incapacity planning is often a heightened concern for seniors, the fact is anyone can sustain an illness or injury at any time. Irrespective of what stage you are in your life, the best way to protect your assets and your well-being is to consult with an experienced law and estate planning attorney.

For instance, a well-conceived estate plan involves preparing for the expected as well as unexpected possibility of becoming incapacitated. To deal with such a situation efficiently, the speaker is going to cover vast area with following topics:

  • The importance of Incapacity Planning in protecting assets
  • Important Incapacity Legal Documents and the possible consequences if you don’t have them
  • Long Term Care – The three ways of funding and the pros and cons of each method
  • Asset Protection Strategies
  • Preplanning Versus Crisis Planning
  • Using Estate Planning Attorneys as a resource in discussing Incapacity Planning

This webinar will be a useful value addition for the professionals who want to increase their basket of services and grow their business.

Click for more webinars on Trust and Estate Planning |Financial Planning |Tax Planning, etc

Learning Objectives

  • To recognize the importance of Incapacity Planning in protecting assets
  • To identify the importance of legal documents and consequences
  • To recall the three ways of funding long term care
  • To strategize asset protection
  • To differentiate between Preplanning and Crisis planning

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Estate Planners
  • Finance Pros
  • Financial Planner
  • Licensed Financial Advisor
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Staff of Accounting Firm

Testimonial

4.7

(107)
77%
19%
5%
0%
0%

MB

Excellent presentation.

JP

great experience.

JS

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