Jan

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

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

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    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.

    Event Details

    Duration

    60

    Format

    Web

    Date

    Jan 26, 2021

    2021-01-26T13:00:00-05:00 2021-01-26T14:00:00-05:00 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.

    Sponsors

    Panelists

    David M Godfrey

    Mary Vigal

    Robert Henry Louis

    MCLE Information

    The ABA will seek 1.00 general CLE credit hours in 60-minute-hour states, and 1.20 general CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    View - MCLE Details

    Deaf/Hard of Hearing Attendees

    CART (Communication Access Realtime Translation) service provides instant accessibility for the deaf and hard of hearing by delivering the spoken word as a realtime stream of text. CART service for this program is firewall-friendly and works in almost any network environment with Internet access, and is compatible with all major web browsers.

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