How to integrate LPAs into family wealth planning

  • To understand why clients might need an LPA.
  • To be able to explain the benefits of using an LPA.
  • To be able to show how an LPA can work with intergenerational planning.
  • To understand why clients might need an LPA.
  • To be able to explain the benefits of using an LPA.
  • To be able to show how an LPA can work with intergenerational planning.
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
How to integrate LPAs into family wealth planning
Photo: Craig Adderley via Pexels
PAGE 4 OF 4
CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. According to the authors, the LPA allows the donor to choose people to do what?
  2. An attorney must be:
  3. Why do the authors say it is good to put an LPA in as early as possible?
  4. True or false: An individual can have more than one LPA in operation at the same time?
  5. According to the authors, an LPA can work together with the will as part of what?
  6. What can LPAs NOT be used for, according to the authors?
  7. To bank your CPD you must sign in or Register.
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In