4163  |  On Demand  |  Intermediate  |  Self-Study

Incapacity and Postmortem Estate Planning

Friday, May 1, 2020 - Friday, April 30, 2021

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Non-citizen spouses, adoption, cohabitation, pets, blended families, and community property are all issues that may affect your clients' financial and estate plans when they are temporarily, intermittently, or permanently incapacitated.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course will equip you with the knowledge you need to help your clients plan for these possible situations. As the personal financial planner, you must be adept in navigating these and other new and oftentimes unchartered waters to avoid intervention by a court and the appointment of a guardian or conservator, which could be required if not planned for appropriately.


Identify the court-appointed substitute decision maker for an incompetent adult. Recall the most critical feature of a special needs trust. Identify the person appointed to manage Social Security payments on behalf of an individual. Recall the features of a qualified terminable interest property trust. Recall the due date for Form 706, "United States Estate (and Generation-Skipping Transfer) Tax Return." Identify the latest date by which a disclaimer must be made. Recognize the implications of a nonresident, noncitizen spouse of a U.S. citizen. Recall the personal financial planning constraints when working with cohabitating partners.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.


Incapacity planning Guardianship Conservatorship Postmortem estate planning Powers of attorney Advanced medical directives Trusts Other estate planning considerations

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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