Mental Incapacity: Issues and Consideration for Advisors

By CE Corner

This course equips advisors to navigate mental incapacity challenges in clients and beneficiaries. Participants will explore key legal concepts, recognize signs of declining capacity, and apply practical strategies for sensitive client management. The session also covers planning tools for beneficiaries with special needs, including RDSPs, Henson Trusts, and Lifetime Benefit Trusts, ensuring advisors can provide informed, ethical guidance in complex situations.