A well-drafted incapacity plan is only as effective as its ability to work when it is actually needed. Patricia Malley will participate in MCLE’s What Estate Planners Need to Think About in Terms of Incapacity Planning, which takes a closer look at the legal and practical issues that can arise when incapacity plans move from paper to practice.
The program will explore fiduciary authority, trust administration during incapacity, tax and long-term care planning, drafting gaps, third-party acceptance issues, digital assets, agent oversight, and strategies available when documents fail. An Aging Life Care Manager will also provide a practical perspective on implementing incapacity plans and coordinating care.