Course Description

Nearly 40% of U.S. adults incorporate complementary and alternative medicine (CAM) into their healthcare — yet many advanced directives, living wills, and legacy plans leave these deeply held values unaddressed. This one-hour CLE bridges that gap. Designed for estate planners, elder law attorneys, probate practitioners, and professionals serving wellness-oriented or high-net-worth clients, the session equips you with:

• Legal implications of CAM in healthcare decision-making

• Practical strategies to integrate holistic preferences into directives and trusts

• Ethical considerations when documenting client wellness beliefs

• Real-world examples of CAM-inclusive planning in action

Learning Objectives

• Discover the scope and prevalence of CAM in client healthcare choices

• Understand the legal implications of integrating CAM into advanced planning

• Identify limitations of traditional planning documents

• Learn key strategies for documenting CAM preferences compliantly

• Analyze real-world examples of successful integration

• Anticipate the future role of wellness values in legal and health planning frameworks

• Participate in LIVE Q&A w/Dr. Patti

Registration Details

• Regular Rate: $79

• Includes: Live interactive CLE credit (1.0 hour, Texas MCLE pending reciprocity), certificate of completion, and digital materials,

Limited Seats — Register early to secure your spot and guarantee the refreshment box.

*This program is for educational purposes only and does not constitute legal advice. All planning decisions remain the responsibility of licensed attorneys. MCLE credit approved in Texas. reciprocity in many state