Incapacity Planning Guidelines for Financial Professionals

  • CPA (US)

Published: January, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Why should you be discussing Incapacity with your Clients?
    4 mins
  • What does Incapacity Planning Consist of?
    13 mins
  • Insurance Options
    28 mins
  • Government Benefit Options
    45 mins
  • VA Aid & Attendance Planning
    69 mins

Course Description

Though incapacity planning is often a heightened concern for seniors, the fact is anyone can sustain an illness or injury at any time. Irrespective at 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 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.

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
  • To efficiently suing estate planning attorneys as a resource for incapacity planning

Recommended For

  • This Online CPE webinar on taxes is recommended for CPAs and Accounting Firms who wants to expand their business practice in supporting their clients’ financial planning.

    Who Should Attend?

    • Accounting Firm
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • Entrepreneurial CPA
    • Finance Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
    • Advance Preparation :


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    About Presenter

    Glen Wagstaff

    Managing Partner, Inter Vivos, PLLC

    Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

    Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

    About Company

    Inter Vivos, PLLC

    Our Mission:

    To provide every family with access to quality estate planning that they can afford specific to their needs

    Our Vision:

    As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

    Our Business Philosophy:

    We Believe In:

    • Providing the highest quality of plans available at a reasonable cost
    • Maintaining long term meaningful relationships with our clients;
    • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
    • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
    • Providing specialized representation rather than wandering into many separate areas of legal practice;
    • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
    • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

    Our Approach to Planning:

    A Life Plan

    The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.


    A Transfer Plan

    There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.


    A Family Plan

    For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.



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    1 Ratings



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