Advanced Planning for Clients with Disabilities and Dementia
Author: Braeden J. Rahn and Geoffrey W. White, KC
Current to: October 2025
Estate planning isn’t just about what happens after death—it’s about ensuring clients can live with dignity, safety, and independence throughout their lives.
Our newest Practice Point, “Advanced Planning for Clients with Disabilities and Dementia,” was prepared by Braeden J. Rahn and Geoffrey W. White, KC (Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP) for CLEBC’s Elder Law 2025 conference.
Available through CLEBC’s Courses on Demand subscription, this insightful paper explores the critical importance of holistic estate planning—addressing not only the distribution of assets but also the growing need for incapacity planning as life expectancies rise and dementia diagnoses become more common.
You’ll gain practical strategies for:
- supporting adults with diminished capacity while maintaining their autonomy and safety
- avoiding the costly pitfalls of inadequate incapacity planning
- drafting estate plans that properly integrate with disability benefit eligibility
- navigating your ethical duties when working with clients with diminished capacity
Strengthen your ability to help vulnerable clients and their families plan effectively for the future.
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View PDF of the paper