November 19, 2019 – Operating in the Gray Zone of Diminished Capacity

Operating in the Gray Zone of Diminished Capacity

November 19, 2019

Matt Lueders, attorney, Fizer Beck Webster Bentley & Scroggins and member of CGPH Board of Directors

As our population continues to age, developing a plan to deal with diminished capacity and incapacity will become ever-more important for gift and estate planning professionals and their clients. This presentation discusses awareness of the possibility of diminished capacity; understanding the vulnerabilities of elderly persons and those with diminished capacity; and the available options and appropriate actions to take when dealing with a client’s diminished capacity and incapacity.

Matt Lueders is an attorney with Fizer Beck, practicing in the areas of estate planning, estate administration, tax-exempt organizations, and charitable giving. Matt advises clients with developing simple to complex estate and gift plans, including the preparation of wills, trust agreements, and incapacity planning documents. Matt also represents fiduciaries in connection with probate procedures, trust and estate administrations, trust modifications, and the preparation of federal gift and estate tax returns. Matt is licensed to practice law in the State of Texas and is a member of the State Bar of Texas (Real Estate, Probate, and Trust Section), the Houston Bar Association (Probate, Trust, and Estate Section), the American Bar Association (Real Property, Trust, and Estate Law Section), and the Houston Estate and Financial Forum. He received his B.S. from Texas A&M University and his J.D. from Baylor Law School.

Pre-register member price: $40

At the door member price: $50

Guest Price: $65