Back to All Events

Cannon – Estate Planning for the Disabled and Aging Population

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context:

  • Financial Elder Abuse

  • Testamentary Capacity and Undue Influence

  • Design and Efficacy of Revocable Trusts, Durable Powers of Attorney and Advance Directives

  • Designing and Administering Special Needs Trusts

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $15. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!