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May 2016 Focus Group Meeting

May 26, 2016 @ 7:45 am - 9:00 am

Peggy Fisher, CFP®

Baby Boomers have changed everything going forward; they changed the schools when they entered the schools, they changed housing when they entered the housing market and they changed investing when they entered the 401(k) market.

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May 26 Focus Group Meeting.  I would like to facilitate a lively discussion surrounding the topic of determining a Trustee’s incapacity by the successor trustee.   Topics address would include the following:

  • A discussion as to the location of the authority (i.e. body of trust vs. separate document)
  • Recommended age this decision should take place.
  • What documents the successor trustee can demand to see, i.e. limited to medical records or broad to include “all documents”
  • Whether or not the person is currently acting as successor trustee or has not yet undertaken to serve as successor trustee.
  • Whether or not there should be an in-depth discussion with the successor trustee as to their successor trustee responsibilities prior to signing of the document.

I am asking that participants come prepared with their thoughts already developed.

For the attorneys of the group I am hoping they will share with the group the following points:

  • Why they do or do not include the Release of Information Regarding Incapacity.
  • Where it can be found.

For the Care Manager, Certified Financial Planners, Certified Public Accountants, Insurance Professionals, and related Professions of the group, I hope they will share the following:

Either a positive experience they had because the powers were listed in a document or an experience that went horribly wrong because these powers were missing.

Baby Boomers have changed everything as they have moved forward in life.  Estate Planning I feel should be no exception.  As members of the South Bay Estate Planning Council a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning, I see this as a real opportunity for us to come together and really make a difference.

Please join me and other like-minded individuals on the fourth Thursday in May (May 26, 2016) for a riveting discussion on Release of Information Regarding Incapacity.

Details

Date:
May 26, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Peggy Fisher, CFP®
Topic
Release of Information Regarding Incapacity

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
May 26, 2016
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Peggy Fisher, CFP®
Topic
Release of Information Regarding Incapacity

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map