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Author: Martin M. Shenkman
Description:
About half of all people older than 85 have some form of cognitive impairment. This reality is critical to consider in planning with and for all elderly clients, and to guide them to implement planning prior to the onset of cognitive issues that render it difficult or impossible for clients and their planners to implement important steps. This course provides a background on Alzheimer's Disease (AD), a major cause of cognitive impairment, and explores ways that both estate planning and document drafting can be modified to meet the special challenges the condition raises. Additionally, the course covers:
- A two-pronged approach to evaluating an AD client’s competency
- The types of estate planning actions that the AD client and families should take to protect the client’s finances and avoid challenges to his or her will and estate
- Other coexisting health conditions clients may have that affect their decision making
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Course Details:
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Price: $32.00
Field of Study: Taxes
Prerequisites: None
Level: Overview
Advanced Preparation: None
CTEC course number: 1075-CE-5567
Course was last updated on: 05/14/09
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Library:
Learning Center Core
Wealth Management
Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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| Credit Available For: |
Units |
| CPE |
2.0 CPE |
| QAS |
2.0 CPE |
| CFP® (Accepted by the CFP Board) |
1.0 CPE |
| Enrolled Agent (Accepted by the IRS) |
2.0 CPE |
| CTEC Federal |
2.0 CE |
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Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.
Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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