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## Course Overview


When you hear “estate planning,” a lot of people automatically think it means “creating a Will;” however, that’s only part of the story. A complete estate plan must also address the very real possibility of incapacity during a person’s lifetime. This session will examine the legal tools for planning ahead, including powers of attorney, healthcare directives, and trusts, with a focus on best practices for drafting and client advisement across U.S. jurisdictions.


## Credit Types:


![IRS Provider Logo Continuing Education](https://www.alfi.org/wp-content/uploads/2026/08/Layer_1.png)


![National Registry of CPE Sponsors](https://www.alfi.org/wp-content/uploads/2026/08/image-1.png)


EARN 1 CE CREDITS


EARN 1 CPE CREDITS


DURATION: 1 Hour


![](https://www.alfi.org/wp-content/themes/alfi/assets/images/instructor-bg-3.png)


![Headshot of Jake Polivka](https://www.alfi.org/wp-content/uploads/2026/06/Jake-500x500-upscale.png)


Jake Polivka


Estate Director


[VIEW COURSES](https://www.alfi.org/instructor/jake-polivka/)