You have no items in your shopping cart.
Search
Filters

EPI 2018: Clients with Diminished Capacity: Facts, Strategies, and Ethics

What is incapacity? And how can an attorney recognize it while still providing ethical representation? Meg Lodise discusses these questions and more in this program that covers the facts, strategies and ethics of diminished capacity.

 

1 hour MCLE Credit, including 
1 hour in Incompetency Planning and Administrative Procedure

Diminished capacity can have its origins in changes due to aging, diminished senses or physical or psychological issues, among others. What is incapacity? And how can an attorney recognize it while still providing ethical representation? Join Meg Lodise as she discusses these questions and more, including:

  • Aging populations
  • Recognizing diminished capacity
  • Should you seek a medical evaluation?
  • Options for dealing with diminished capacity
  • Protecting the client
  • Noteworthy cases

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54825-191

Live program recorded 4/20/18.

 

If you are signed in and a CLE Passport holder, your adjusted cost appears below.

$ 79.00

Diminished capacity can have its origins in changes due to aging, diminished senses or physical or psychological issues, among others. What is incapacity? And how can an attorney recognize it while still providing ethical representation? Join Meg Lodise as she discusses these questions and more, including:

  • Aging populations
  • Recognizing diminished capacity
  • Should you seek a medical evaluation?
  • Options for dealing with diminished capacity
  • Protecting the client
  • Noteworthy cases

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

MARGARET G. LODISE

Margaret G. Lodise , Sacks, Glazier, Franklin & Lodise LLP, Los Angeles, has more than 20 years' experience representing beneficiaries and trustees, conservators, individuals and institutional clients in connection with a range of matters pertaining to estate, trust and conservatorship litigation. In addition, she handles estate, trust and conservatorship administration. Ms. Lodise also handles appellate work concerning trusts, estates and conservatorships, and has been appointed by the court as a guardian ad litem in connection with significant matters. She received her J.D. from the University of California at Los Angeles School of Law and her LL.M., in taxation from Loyola Law School.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital