<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=7128892&amp;fmt=gif">

Dealing with Incapacity as a Wealth Advisor

 

IFB Member: $18

Non-Member: $23

 

Incapacity is a growing issue for wealth advisors to deal with. This presentation is focused on reviewing incapacity from the perspective of wealth advisors and will deal with: 
- What incapacity is and how to spot it, including the presumption of capacity.
- The incapacity tools available, such as: Powers of Attorney, Representation Agreements, Mandates in Anticipation of Incapacity, Alter Ego Trusts, and Joint Partner Trusts.
- Issues surrounding financial institutions, including regulatory obligations, trusted contact persons, trading authorities, processes for dealing with substitute decision-makers (such as attorneys for property), requiring and reviewing medical evidence, and when a financial institution can refuse to accept instructions from an attorney. 
- Dealing with non-financial assets such as real property and private corporations. 
- Dealing with powers of attorney and guardianship orders from other jurisdictions.

 

 

IFB Members:
To access Member pricing, please make sure you are logged into your IFB account and your web browser has Cookies enabled.

Complete below for access to this course