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Representing a Client with Diminished Capacity

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

Credits: None available.


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



  • 0.00 - Specialized Knowledge & Application

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