Important Planning Documents You Should Consider as You Grow Older [CC]

    Important Planning Documents You Should Consider as You Grow Older [CC]
    CLE 60 min

    Important Planning Documents You Should Consider as You Grow Older [CC]

    This is the first of a series that will review aspects of the retirement planning process.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2022

    1.00 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/30/2022

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      07/31/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.00 credit hours

      Available until:

      01/25/2026

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2024

    1.20 total credit hours including

    • General

      Status:

      Self apply

      1.20 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.20 total credit hours including

    • General

      Status:

      Available for credit

      1.20 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.20 total credit hours including

    • General

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2026

    1.00 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/31/2021

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • Substantive

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      10/30/2021

    1.00 total credit hours including

    • Law & Legal Procedure

      Status:

      Self apply

      1.00 credit hours

      Available until:

      01/25/2026

    1.20 total credit hours including

    • General

      Status:

      Applied for

      1.20 credit hours

      Available until:

      01/25/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      01/25/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      01/25/2024

    $00
    NON-MEMBERS
    $00
    MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    Unlock the discounted member rate

    Join first as a member, and then purchase this product at special member pricing.

    Join Now

    Closed Captioned.

    Part of retirement planning process is the preparation of documents that provide instruction in the event of disability or death. A durable general power of attorney and an advance healthcare directive are essential in the event of disability or illness. And, of course, a will is necessary to determine the disposition of assets at death, as are beneficiary designations for retirement benefits and other assets.

    We will also cover the Polst* form in practice and how often it fails to honor a person's desires for a humane and compassionate end of life. Is there any moral accountability for those failures, or fiduciary liability? What are the most common errors with the improper use of a POLST that could and should be remedied to respect a person’s end of life?

    By the end of the program you will be able to:

    Prepare advance planning documents including a Power of Attorney and Healthcare Directives in the event of disability or death.
    Describe what Advance Planning Documents are and how often should they be updated?
    Recognize the importance of timely access to medical records.
    Explain what a Power of Attorney does, including the importance of naming an agent and documenting and discussing values with them.

    Product Details

    Panelists

    David M Godfrey, Mary Vigal, Robert Henry Louis

    Sponsors

    Financial Services & Retirement Planning, Senior Lawyers Division

    Product Code

    SL2101RETOLC

    Duration

    60

    Publication Date

    1/26/2021 12:00:00 AM

    Related Products

    Related Events