Look Before You Leap! Planning at Cliff of Capacity

This presentation examines the issues presented when dealing with a client with diminishing capacity and explores methods advisors can employ to ensure that their client is making decisions that will be legally respected. Attendees will learn about practices and resources that are available to determine and ensure their client is capable of making appropriate planning decisions. Attendees will also learn ways to respond when a client is potentially under the influence of a third party.