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
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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.
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.
FAQ
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
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