Latest Incapacity Planning CPE Webinar

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Incapacity Planning Guidelines for Financial Professionals

Reviewed

February, 2024

Glen Wagstaff

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

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.

Overview

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

Webinar Qualifies For

1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
1.5 CE Credit of Finance for Chartered Financial Consultant (ChFC)
1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 CE Credit of Finance for Retirement Income Certified Professional (RICP)
1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit of Finance for Financial Services Certified Professional (FSCP)
1.5 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
1.5 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1.5 PL Credit of Finance for CIPM
1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1.5 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)

About Instructor

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.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

Ratings and Review

4.7

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Poor

Terrible

Michael Blankenbecler, CPA (US)

Excellent presentation.

Jeff Piotrowski, CPA (US)

great experience.

Jennifer Shelly, CPA (US)

No comment

Linda Mathey, CPA (US)

This was an excellent overview of incapacity planning. I enjoyed the presentor and felt he adequately covered the topic and used relevant cases.

Ashley Sanders, CPA (US)

Not entirely relevant to my job but good content

1.5 Credits

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Finance

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Incapacity Planning Guidelines for Financial Professionals

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Glen Wagstaff

Other Details

Additional Information

1.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.7

Michael Blankenbecler, CPA (US)

Jeff Piotrowski, CPA (US)

Jennifer Shelly, CPA (US)

Linda Mathey, CPA (US)

Ashley Sanders, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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