CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Incapacity Planning Guidelines for Financial Professionals

Incapacity Planning Guidelines for Financial Professionals

1.5 Credits


Subject Area


Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00383-21-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0385)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

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

1.5 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00383-21-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00383-21-S)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance