Twilight Years or Twilight Zone? - Planning and Incapacity Challenges in Protecting Your Family and Its Wealth Transfer Strategies | Hawaii Tax Institute
Private Client Services Chair Laura Zwicker will present "Twilight Years or Twilight Zone? - Planning and Incapacity Challenges in Protecting Your Family and Its Wealth Transfer Strategies" at the Hawaii Tax Institute on Monday, November 15, 2021.
Description: As people age, capacity, cognition and abilities may gradually fade over time or rapidly disappear. This session will discuss how to distinguish between the normal aging process and a mental disorder/lack of capacity/susceptibility to undue influences and what can be done to protect the individual, his or her family and its wealth transfer strategies.