Webinar: Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
Please contact our NAEPC President, Paul Viren for the magic free code, the first responder will receive this webinar free of charge!
paul@virenandassociates.com
Wednesday, May 10, 2017 3:00pm - 4:00pm ET
Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
This intermediate/advanced session will focus on lifetime planning for a client with diminishing capacity (physical or mental impairment), whether a guardianship can be avoided; if there is family disharmony, how the estate planning documents stand up in the event of a guardianship and what we should add to our estate planning documents even absent a dispute to ensure the ability to deal with all aspects of preserving and enhancing the estate plan when the client is no longer able to act.
Diana S.C. Zeydel is the Global Chair of the Trusts & Estates Department of Greenberg Traurig, P.A. and is a member of the Florida, New York and Alaska Bars. She focuses her practice on estate, business succession and tax planning for high-net-worth individuals and families as well as planning for U.S. and non-U.S. citizens and residents. Diana specializes in sophisticated intra-generational wealth transfer strategies, business succession planning and complex transfer tax controversies. She received her LL.M. in Taxation from New York University School of Law (1993), her J.D. from Yale Law School (1986) and her B.A. from Yale University (1982).
REGISTER HERE for the individual program. To register for the 2017 series, please click HERE.
Registration Fees
- $40 / Accredited Estate Planner® designee
- $60 / member of Spokane Estate Planning Council
- $100 / non-member
- $250 / council meeting or group gathering
Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
