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Estate Planning for the Cognitively Impaired

SKU: EPP075
General Credits
1
Price$50
  • Instant Online Access
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Description

This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims.

Attorneys will learn how to assess capacity ethically, document client intent thoroughly, and structure estate plans that withstand future legal challenges. The course also reviews how courts evaluate undue influence, and provides tools for strengthening the enforceability of estate documents.

Attendees will leave with a clearer understanding of how to protect both client autonomy and the integrity of the estate planning process.

Lecturer Bio

Stefan Dunkelgrun, Esq.

Stefan Dunkelgrun is a seasoned estate planning attorney dedicated to helping individuals and families navigate the complexities of preparing for the future. With a focus on wills, trusts, guardianships, and Medicaid planning,

Stefan works closely with clients to develop personalized strategies that ensure their assets are distributed according to their wishes. He is committed to providing clear, compassionate guidance, particularly for those facing cognitive challenges or planning for the long term.

Stefan practices in Paramus, New Jersey and Pearl River, New York. Stefan is further licensed to practice and serves clients in Florida and Minnesota.

National Academy of Continuing Legal Education is a sponsor of CLE activities approved by the Supreme Court of Wisconsin Board of Bar Examiners. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Board of Bar Examiners (BBE). To view our full accreditation details, please click here.


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