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Date(s) - 02/12/2019
2:00 pm


The webcast will take place on Tuesday, February 12th, 2019 at 11:00 a.m. PT / 2:00 p.m. ET.  

Advance planning documents have been promoted by the law and health professions for nearly a half a century, and yet, only one in three US adults have created any sort of advance planning document. This Legal Basics webcast will cut through some of the confusion surrounding advance planning documents and health care decision-making. Focusing on financial planning and health care, the program will explain how creating these documents can further the dual goals of assuring that the clients’ wishes are honored and reduce the risk of abuse and exploitation. The webcast will examine the following:

  • Financial planning: The basics of direct deposit, automatic payments, powers of attorney, authorized signers on accounts, and how to set up basic oversight of financial affairs. 
  • Health care advanced planning: Living wills, powers of attorney and other documents appointing a health care agent.

The webcast will provide a basic overview and will include a detailed Chapter Summary with additional information.

Closed captioning will be available on this webcast. A link with access to the captions will be shared through GoToWebinar’s chat box shortly before the webcast start time.

Presenter: David Godfrey, Senior Attorney, American Bar Association Commission on Law and Aging

Register Here.

NOTE: This training will be presented in a WEBCAST format to accommodate more participants. Due to the high volume of participants, computer audio will be the only option to listen to the presentation. No telephone call-in number will be provided. Please plan accordingly. Thank you.