The Life & Legacy Estate Planning Podcast

Issues with completing planning documents for clients with dementia or incapacity

March 18, 2022 Kevin Season 1 Episode 8
The Life & Legacy Estate Planning Podcast
Issues with completing planning documents for clients with dementia or incapacity
Show Notes

Attorney Davidson discusses why attorneys often cannot alter existing estate plan documents or create new estate plan documents for clients with dementia or other cognitive incapacity.

Disclaimer:  None of the information presented herein or in the Life & Legacy Estate Planning Podcast should be interpreted or relied upon as legal advice and no attorney client relationship exists as a result of presenting this material.  As with all legal matters, you should review your specific circumstances with an attorney familiar with the details of your circumstances. 

Theme music:
"Next Adventure" performed by Lobo Loco. License at: creativecommons.org/licenses/by/4.0/