The Importance of Planning Before Incapacity

Listen to two TEXCOM members in this podcast where Kim McGhee, a legal specialist in Estate Planning, Trust & Probate Law by the California State Bar, certified Elder Law attorney and VA accredited attorney, discusses key incapacity issues with respect to estate planning, as hosted by Kimberly Strand. While people are living longer than ever before, incapacity later in life is also growing more prevalent, and elder abuse is on the rise.  In this podcast, we review the documents necessary for thorough incapacity planning — the considerations involved in creating them and, importantly, when and how to implement them. 

 Why planning in advance so important

• How to handle clients when you see a slipping of capacity
• The cross-over between incapacity and elder abuse
• Current challenges with conservatorships

 Kimberly R. McGhee, is the principal attorney at Black & McGhee, A Professional Law Corporation. She is a Certified Elder Law Attorney by the National Elder Law Foundation, a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, V.A. Certified Accredited Attorney, and member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM). She is the Past-President of the Southern California National Academy of Elder Law Attorneys, Member of the Thomson Reuters Practical Law Trusts & Estates Advisory Board, and contributing author and editor for CEB’s Trusts & Estates practice guide. She is licensed in California and Nevada.

 

Kimberly A. Strand, Esq. is a shareholder at Ellerman Strand, a Professional Law Corporation in Cameron Park, California. She received her J.D. degree, with honors, from the State University of New York at Buffalo. She practices in the areas of estate planning, trust and probate administration, and conservatorships. She also represents private fiduciaries and public administrators in probates, trust administrations, and conservatorship matters.  She serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).

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Edited by Cat Hammons and Todd Gajdusek