Look Before You Leap! Planning at the Cliff of Client Capacity
Partner Marve Ann Alaimo will present a webinar for CPAs identifying the legal issues that can arise when planning with clients of diminishing or questionable capacity. Marve Ann will review steps CPAs can take to ensure their clients' wishes are respected and best practices for how to deal with clients of advanced age or illness. The webinar, "Planning at the Cliff of Client Capacity," begins at 4pm EST on Monday, July 31 and Wednesday, Aug. 30.
Monday, July 31, 2017
Wednesday, Aug. 30, 2017