Webinar: Planning for Incapacity: Estate Planning Should Cover Your Lifetime Too by ALFI

ALFI

This session will examine the legal tools for planning ahead, including powers of attorney, healthcare directives, and trusts, with a focus on best practices for drafting and client advisement across U.S. jurisdictions.

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Presenter

Jake Polivka

Estate Director

Jake Polivka is the Estate Director at Frost Law and is equipped with a strong foundation in Estate & Trust Planning and Administration. A graduate of the University of Maryland Carey School of Law and University of Maryland, College Park, Jake is well-versed in navigating the complexities of estate planning. He is licensed to practice in Maryland and the District of Columbia. His commitment to the community is evident through his involvement with the Maryland Pro Bono Resource Center's Estate Planning clinic and membership in the Baltimore Estate Planning Council.

About

When you hear "estate planning," a lot of people automatically think it means "creating a Will;" however, that's only part of the story. A complete estate plan must also address the very real possibility of incapacity during a person's lifetime. This session will examine the legal tools for planning ahead, including powers of attorney, healthcare directives, and trusts, with a focus on best practices for drafting and client advisement across U.S. jurisdictions.

Agenda

Identify the key legal documents used in incapacity planning, including durable powers of attorney, healthcare proxies, living wills, and trusts, and explain the role each plays in a comprehensive estate plan.
Analyze the interplay between incapacity planning documents and other estate planning tools such as revocable trusts and beneficiary designations.
Understand the consequences of insufficiencies in or lack of these essential documents and become familiar with the adult guardianship process.
Evaluate real-world scenarios involving disputes over incapacity documents and identify strategies to minimize litigation risk for clients.