December 2, 2026
What Estate Planners Need to Think About in Terms of Incapacity Planning : Advanced considerations, emerging issues, and strategies when documents fail.
9:00 – 11:00 a.m.
Live webcast and recording available
MCLE Program Description
Effective incapacity planning requires more than standard documents—it demands careful coordination, precise drafting, and an understanding of evolving legal and practical challenges. This program provides a deeper dive into advanced considerations, including fiduciary authority, trust administration during incapacity, and integration with tax and long-term care planning. Explore common drafting gaps, third-party acceptance issues, and emerging topics such as digital assets and agent oversight, and learn what strategies are available when documents fail. This program also features an Aging Life Care Manager who will offer a frontline perspective on the practical realities of implementing incapacity plans—bridging the gap between legal documents and real-world care coordination.
Experience in practice
How to Protect Yourself in Litigation as a Fiduciary
Income and Asset Protection A Masterclass on Wealth Preservation
A Legislative Compass for End-of-Life Decision-Making
Shayne Lotito Joins Rubin Rudman’s Fiduciary Litigation Group
