Planning for incapacity

Incapacity Planning of a Parent. The case study must have a title page, Turnitin Originality Score , and a reference page. (There should be a minimum of three to four references (with online links) for each case study.) Total page count of each case study should be 5 to 8 pages (1,500 to 2,400 words). The case studies will be evaluated on the completeness of the recommended solution(s) and the quality of the written assignment using the Course Written Paper Rubric provided in the course syllabus.

Case Study

Incapacity Planning of a Parent

John Jones has just finished visiting his aging mother, Claire. Her home is uncharacteristically unkempt. Some bills are unpaid and others have been paid twice. She cannot remember when she last took her medicine and she tells the same stories repeatedly. John has contacted you, his financial adviser, about what he can do to protect his mother. Eventually, Claire’s signature will be needed to manage a bank account, pay a bill, or handle her property. Being that you are unable to do so on her behalf, a court could get involved if you do not plan.