6
Representing a Client with Diminished Capacity
Date
January 18, 2016
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
• 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
Howard S. Krooks, Certified Elder Law Attorney
Partner, Elder Law Associates PA
Specialties
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