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NAEPC Webinar - "Effective Estate Planning for Diminished Capacity: Can You Avoid Guardianship"
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5/10/2017
When: 05/10/2017
3:00 - 4:00 PM
Where: Webinar
United States
Presenter: Diana Zeydel, JD, LL.M., AEP® (Distinguished)
Contact: NAEPC

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Effective Estate Planning for Diminished Capacity:
Can You Really Avoid Guardianship

Diana Zeydel, JD, LL.M., AEP® (Distinguished)

 

About the Program

This intermediate/advanced session will focus on lifetime planning for a client with diminishing capacity (physical or mental impairment), whether a guardianship can be avoided; if there is family disharmony, how the estate planning documents stand up in the event of a guardianship and what we should add to our estate planning documents even absent a dispute to ensure the ability to deal with all aspects of preserving and enhancing the estate plan when the client is no longer able to act.  

About the Speaker
Diana S.C. Zeydel is the Global Chair of the Trusts & Estates Department of Greenberg Traurig, P.A. and is a member of the Florida, New York and Alaska Bars.  She focuses her practice on estate, business succession and tax planning for high-net-worth individuals and families as well as planning for U.S. and non-U.S. citizens and residents.  Diana specializes in sophisticated intra-generational wealth transfer strategies, business succession planning and complex transfer tax controversies.  She received her LL.M. in Taxation from New York University School of Law (1993), her J.D. from Yale Law School (1986) and her B.A. from Yale University (1982).

REGISTER HERE for the individual program.  

To register for the 2017 series, please click here


Registration Fees
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering 

 

To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.


Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-fileIt is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self- file for a distance-learning program

 

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education.  Programs are available live and on-demand to individuals and to be used as group gatherings where EPC members view the program together in a single location.   Why not consider adding a webinar to your schedule as a new and creative program?  

  

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