Planning for Incapacity

Date: Available 24/7 CLE Credits: 2 General

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    Course Description

    This program was recorded on October 24, 2019

    This two-hour presentation is meant to be an overview of the issues associated with Incapacitated Adults. It is a basics-level program designed to assist counsel with identifying issues of diminished capacity, to develop a familiarity with the estate planning documents every client should have, to explore the court process for ensuring persons who are incapacitated are cared for, and to provide practice pointers for common issues.

    • Nicole D. Warmerdam
      Ms. Warmerdam is certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. She frequently speaks on issues relating to estates and trusts for members of the legal profession.

      In her practice, Ms. Warmerdam assists clients with drafting and implementing their estate plans, petitioning the probate court to resolve issues relating to estates and trusts, and navigating the process of administering estates and trusts after death. She frequently advises clients regarding the minimization of gift, estate, and property taxes. Her practice also focuses on nontax issues affecting the planning and administration of estates and trusts, including creditor protection, blended families, vulnerable beneficiaries and property co-ownership.

      Contact Nicole D. Warmerdam
        • 2 General Credits
        • ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

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        Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
      1. Incapacity Issues
      2. Financial Powers of Attorney
      3. Health Care Powers of Attorney
      4. Revocable Living Trusts
      5. HIPAA Releases
      6. Conservatorships

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