Business Exit Strategies Series

Incapacity Planning

Guest: Emily Pattison
Emily Pattison is an attorney with expertise in navigating complex legislation and regulatory compliance, along with specialized training in elder law and estate planning. With her comprehensive approach, Emily ensures her clients receive individualized care in crafting their unique estate plans and business succession strategies.

Guest: Rachel Truhlsen
Rachel advises her clients in the potential tax issues that may affect these areas of practice, including ways to minimize both income taxes and potential estate or inheritance taxes.​  She will explore with you, methods to avoid probate, to minimize court costs and attorney’s fees after the death of a loved one.

October 12, 2021
Why is Incapacity Planning important for your financial future? In this episode our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Emily Pattison, attorney, and Rachel Truhlsen, Managing Member at Vandenack Weaver Truhlsen, discuss incapacity planning; the practical aspects of it and the legal documents needed. Learn the difference between mental and legal capacity, how to identify possible concerns, what conversations you need to have in regard to Healthcare Power of Attorneys and how to pick your advocate? Listen in so that you have all the steps in place to protect yourself and your loved ones.