CLE on Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges

The American Law Institute is holding a conference entitled, Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges, which will take place on Wednesday, December 6, 2017, via telephone seminar and audio webcast. Provided below is a description of the event:

Why You Should Attend

Do you find yourself going to standard forms to draft durable powers of attorney and health care directives—after carefully constructing a customized will and/or trust to meet your client’s planning objectives? Are you aware of ethical obligations in connection with representing clients with diminishing capacity?

Protecting your client in life is just as important as easing the orderly disposition of property after death. Powers of attorney and health care directives are significant tools that ensure that the clients’ wishes are honored and financial assets are protected while they are incapacitated.

Join experienced estate planners for an in-depth exploration of how to effectively draft and use durable powers of attorney and health care directives. Faculty will also address ethical obligations of attorneys to protect clients’ financial interests and minimize their financial exploitation if clients become unable to conduct their own affairs.

What You Will Learn

Topics of discussion will include:
Financial Powers of Attorney
Health Care Directives
Ethical considerations, including interaction of Model Rules 1.6 and 1.14

Who Should Attend

Estate Planners who represent disabled and elderly clients will benefit from this focus on preserving and managing assets and preserving estate planning goals in the event of disability or other incapacity.

Tuition for the telephone seminar includes a set of electronic course materials and access to the telephone seminar.

Tuition for the webcast includes a set of electronic course materials and access to the webcast.