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Representing a Client with Diminished Capacity


Jan 18, 2016 11:20am ‐ Jan 18, 2016 12:10pm


Credits: None available.

Description

This session will cover some of the legal rules applicable to attorneys working withclients who experience diminished capacity and the consequent potential for fraud and abuseagainst a client with diminished capacity. Attendees will learn how to:
• Identify a client who has diminished capacity and the appropriate steps to taketo assure continuity in managing the client’s portfolio
• Document a client’s file with the appropriate legal documents to anticipatediminished capacity protocols and practices the advisor can use to protect him/herself

Speaker(s):

Credits

  • 0.00 - Specialized Knowledge & Application

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