Estate Planning and Pandemics: What Lawyers Should Consider for Both Their Practice and Personal Affairs

COVID-19 turned the world upside down. For many, particularly older adults, the fear of contracting the virus, its possible medical complications, and higher mortality rates in seniors continue to cause great concern. That concern prompted many seniors, business owners, and professionals (including attorneys) to re-examine whether they had the necessary planning documents and advance directives in place - and if those documents were up to date both legally and as to their current wishes.

This course, presented by Anthony J. Enea, certified elder law attorney and managing member of Enea, Scanlan & Sirignano, LLP, will offer an in-depth look at what can be done – remotely or in-person – to protect client assets and ensure their health care wishes are followed. Emphasis will be placed on which estate planning documents are most critical, both for clients as well as attorneys who may need to quarantine or who have taken ill due to COVID-19.

Learning Objectives:

1. Assess and be prepared to address potential issues that may arise in your practice due to quarantine or unexpected illness
2. Examine the purpose and benefits of a Durable General Power of Attorney vs. a Limited Power of Attorney to Manage Law Practice at a Future Date
3. Identify the most common components of asset protection planning
   
4. Recognize effective strategies for protecting a client's assets