This program identifies the legal issues that can arise when planning with clients of diminishing or questionable capacity. Learn how to diminish the risk that your client’s estate plans will be invalidated by issues of questionable capacity. In this program, we will review the steps you can take to ensure that your client’s wishes are respected. Learn best practices when dealing with clients of advanced age or illness, including clients diagnosed with the early stages of dementia or Alzheimer’s disease. Learn more about your responsibilities when dealing with clients at the cliff of capacity, including responsibilities you may have to report suspected elder abuse.
Attendees will learn about common challenges brought against estate plans made by clients of diminished capacity and the tests used to determine the validity of those plans.
Attendees will learn how to ensure that clients are at their mental best when making planning decisions.
Attendees will learn about their responsibilities in facilitating the planning wishes of clients with diminished capacity, including requirements to report suspected elder abuse.
Marve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship. Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamicscan often complicate an already stressful time. She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer and she has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.