CLE: Impaired Clients—Avoiding Estate Planning Pitfalls for Beneficiaries
Join us from noon until 1 p.m. Wednesday, March 17 to hear from our panel of mental health professionals experienced in supporting families and their trusts. Learn the common struggles of people in recovery and the tools that can be used to help them move forward more successfully. Estate practitioners, family law attorneys, elder law attorneys, and mental health practitioners who are interested in helping their impaired clients (while avoiding the pitfalls that come with the territory) will better understand: the questions to ask parents in an attempt to get more information during the discovery process; how to plan in the midst of a crisis vs. prior to the crisis occurring; how to effectively partner with your clients who are struggling with mental illness or addiction in their family during the estate planning process; how to distinguish between proactive and reactive planning when mental illness or addiction is present in the family unit; and much more.
This program qualifies for 1.0 hour of MCLE credit.