- April 28, 2017
3:00 PM - 4:00 PM
DATE: Friday, April 28, 2017
TIME: 3 PM Pacific / 6 PM Eastern
PRESENTED BY: Lori Lewis, Attorney at Law, Mullen & Henzell, LLP, Santa Barbara, CA
AHDI-APPROVED CED: 1 Medicolegal (ML)
Problems with providing care, associated documentation, and how estate planning plays a role for incapacitated patients is on the rise as the baby boomer generation ages. The legal definition for “incapacity” and what it is NOT can vary widely. For example; are patients with dementia, incompetence, or senility considered to be incapacitated? Learn about the importance of preparing proper estate planning documents in advance, and the vital role they play in assisting the medical professional in the treatment of an incapacitated patient.
MEET THE PRESENTER: Lori works closely with individuals and their professionals, such as income tax preparers, medical caregivers, and investment advisors in giving advice and preparing customized incapacity and estate planning documents. Lori also works with fiduciaries, both private and professional, and family members in administering conservatorship, probate or trust administrations. Lori assists clients in preparing and executing estate planning documents to memorialize their testamentary wishes, avoid probate, and reduce or eliminate estate taxes, whenever possible, while reducing the likelihood of conflict and promoting efficiencies in administration. In 2012, Lori received the “Top 50 Women in Business” award. She is actively involved in the Santa Barbara community, serving as a board member of Hospice of Santa Barbara, a member of the Senior Advisory Panel of the Legal Aid Foundation of Santa Barbara; a member of the Planning Giving Committees for the Fund for Santa Barbara and Environmental Defense of Santa Barbara. Lori is also an Adjunct Faculty member of both the University of California at Santa Barbara (Extension Program for Legal Assistantship Certificate Program and The Certified Financial Planners Program) and at the Santa Barbara/Ventura Colleges of Law (Wills and Trust and Estate Planning).
NOTE: All payments are based on US currency.