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Ethical Landmines and the Elder or Dependent Client
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About
This Course
Maintaining an ethical practice is foundational to every lawyer's call, and the representation of an elder client with alleged cognitive impairment presents some of its own unique challenges. At a minimum, practitioners need to understand the rules of professional conduct and make sure their behavior is within the boundaries the rules set. However, new case law and statutes bring into question what an attorney's duties may be when dealing with a potentially incapacitated client. This seminar addresses various ethical landmines for practitioners in today's legal landscape. It is for all attorneys, and particularly those who find themselves representing elderly and/or incapacitated clients and provides potential solutions to negotiate these issues.
Topics
- Review updates on recent case law and statutes that impact an attorney’s duties toward elderly or incapacitated clients
- Learn ethical and legal challenges that arise when representing older clients, especially those with alleged cognitive impairments
- Legal and ethical considerations when determining whether a client is potentially incapacitated
- Strategies and best practices for ethically managing representation of clients with cognitive or capacity issues
About the Presenters
Jeff Loew, Esq.
Trust Law Partners
Practice Area: Trial (+ 3 other areas)
Jeffrey R. Loew is a distinguished trial attorney and Certified Specialist in Estate Planning, Trust, and Probate Law, with over two decades of experience advocating for clients in complex trust and estate litigation. As Managing Partner and Chief Legal Officer at Trust Law Partners, he oversees the firm’s strategic direction and legal operations, guiding one of the nation’s leading contingency-based trust and estate litigation practices.A dynamic speaker and respected thought leader, Mr. Loew is known for his mastery of fiduciary disputes, trust contests, financial elder abuse claims, probate and trust administration, and estate planning. Before joining Trust Law Partners, he founded ...
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Jeff Hall, Esq.
Trust Law Partners
Practice Area: Litigation (+ 2 other areas)
Jeffrey M. Hall’s practice focuses on trust and estate litigation and trials. Jeff handles all types of trust and estate disputes, with a particular affinity for trust and will contests, fiduciary misconduct and financial elder abuse matters. With over twenty-seven years of litigation experience, the last decade of which has been almost exclusively in the probate courts throughout the state, Jeff has successfully represented hundreds of clients in state and federal courts, including beneficiaries, heirs, trustees, executors and administrators.Over that last ten years, in addition to undue influence and breach of fiduciary duty claims, Jeff’s cases have included Heggstad/850 Petitions, ...
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