Cannon Estate Planning Teleconference: Estate Planning for the Disabled and Aging Population

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We will review the following issues and challenges that are of particular interest and relevance in this context:

• Financial Elder Abuse
• Testamentary Capacity and Undue Influence
• Design and Efficacy of Revocable Trusts, Durable Powers of Attorney and Advance Directives
• Designing and Administering Special Needs Trusts

Hosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety.

Boxed lunches will be served for those attending in person beginning at noon. Socially distanced seating is available in our conference room for a limited number.

If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com.

Speakers

Charles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

Kim D. Fetrow is a partner of the law firm of Heckscher, Teillon, Terrill & Sager, a firm which is devoted entirely to the practice of trust and estate related law. Kim’s practice includes all aspects of estate, guardianship and trust planning and administration, particularly in the area of estate planning for individuals with disabilities, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel, is a Pennsylvania “Super Lawyer,” is listed in the Best Lawyers of America, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia, Pennsylvania office.

About Cannon Estate Planning Teleconferences

The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.

Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.