ACTEC Trust & Estate Talk cover image

Tips for Dealing With and Drafting for Clients With Diminished Capacity

ACTEC Trust & Estate Talk

00:00

Introduction

ACTEC Fellows Tara Anne Pleat and Kim Caiman discuss the challenges of estate planning for clients with diminished capacity, emphasizing the need for medical consultation and maintaining a lawyer-client relationship.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app