Fri, May 06

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Brown & Streza

Planning with Mental Illness in Mind

While many individuals pursue estate planning to address death and taxes; equally worrisome, and sometimes far more legally complicated, is incapacity.

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Planning with Mental Illness in Mind

Time & Location

May 06, 9:30 AM – 11:00 AM

Brown & Streza, 40 Pacifica, 15th Floor, Irvine, CA 92618, USA

About the Event

Click below to register for in-person or virtual webinar:

Host: Michael Varela

Please join us in-person or via Zoom for a one-hour webinar designed to help you learn how to effectively plan for your clients. As part of a monthly webinar series offered through WealthCounsel, this presentation will dive into Psychiatric Advance Directives (PADs) - a fairly new and underutilized tool of the profession that can be used to provide both a medical history of a patient, as well as informed consent for future treatment. When used correctly (or used at all) PADs can be invaluable to those who suffer from mental illness, as well as those who care for them. 

While many individuals pursue estate planning to address death and taxes; equally worrisome, and sometimes far more legally complicated, is incapacity. One in five individuals in the United States suffer from mental illness, and one in 20 individuals suffer from serious mental illness; the prevalence of incapacity is high. We will discuss: 

  • an overview of the law of PADs
  • strategies for raising the topic of psychiatric issues with their clients
  • a sample PAD to consider incorporating into their estate planning toolkit

Earn 1 hour of CLE, CPE, or CFP credit

In order to be awarded the full credit hours, you must be present during the entire webinar

Schedule


  • 30 minutes

    Continental Breakfast


  • 1 hour

    Presentation