AAEPC Education Event: Consent and Competence: Practical Tips for Estate and Trust Professionals
Consent and Competence: Practical Tips for Estate and Trust Professionals
An AAEPC Education Program
Working with clients on estate planning matters often means navigating sensitive questions about consent and mental competence. Join the Anne Arundel Estate Planning Council for a practical, in-person session designed to help attorneys, financial advisors, CPAs and trust officers handle these issues with confidence.
Richard J. Berwanger Jr., partner at Liff Walsh & Simmons, will share real-world guidance for identifying warning signs, documenting capacity and protecting both clients and practitioners in difficult situations. Whether you are early in your career or decades into practice, this session offers tools you can apply immediately.
Why Attend
- Learn practical strategies for assessing client competence
- Understand documentation practices that protect your work
- Gain insight from an experienced estate and trust attorney
- Connect with fellow professionals in the Anne Arundel estate planning community
Event Details
Date: Thursday, September 17, 2026
Time 6:00 – 8:00 p.m.
Location: Carrol's Creek Cafe, 410 Severn Ave, Annapolis, MD 21403
Cost
- Free for AAEPC members
- $80 for guests
This program is generously sponsored by Liff Walsh & Simmons.
Thank you to our 2026 AAEPC Platinum Member:
