ICLE | Talk to Clients About End-of-Life Care and Treatment
Seminars
  
Talk to Clients About End-of-Life Care and Treatment
On-Demand Seminar (Posted 05/30/19) | Level: Intermediate
    

Talking to clients about end-of-life care and treatment can be difficult. Our experts explore the topics to address in the first client meeting, like identifying who the client is and assessing capacity. Review and revise or update estate plans as necessary and discuss long-term planning options and tools.

Watch so you can:

  • Assist your client in choosing the most appropriate agent
  • Identify some long-term care options
  • Remedy outdated clauses in prior estate plans
  • Incorporate Lady Bird deeds into your planning
Available Formats
ON DEMAND
Tara Peterson Miekka and Mara Kent discuss useful long-term planning tools with Shannon DeWall....
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