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Legal Aspects in Representing Clients With Dementia

Gain a better understanding of why preplanning measures are important to avoid crisis situations upon medical incapacity.

Whenever individuals or their families are faced with a medical diagnosis of dementia, they are confronted with daunting questions--how to provide for care when the patient can no longer manage his or her own affairs, what to do to protect their rights and property, and how to cope with the day-to-day challenges of fading memory and diminished cognition. This content addresses handling the legal aspects that often arise when a client has dementia.

Runtime: 84 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Importance of Assessment and Capacity

  • Confirm the Diagnosis
  • Assess Level of Ability to Make Decisions
  • Levels of Capacity, Including Contractual Capacity and Testamentary Capacity

Representing a Client With Diminished Capacity

  • Clients With Diminished Capacity, and Discussion of Model Rules of Professional Conduct Rule 1.14
  • Protective Action
  • Balancing Protective Action With Confidentiality

Advance Planning

  • Importance of Early Planning
  • Addressing Health Care Planning and End-Of-Life Issues
  • Minimizing Need for Guardianship and Probate With Estate Planning Documents

Planning for Cost of Care

  • Long Term Care Options
  • Paying for Long Term Care

Exploitation

  • Recognizing and Reporting Exploitation
  • New FINRA Rule 2165
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at ondemandinfo@lorman.com or call us at 866-352-9540.

This course was last revised on June 22, 2018.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.25 including Ethics 0.5
     
  • Alaska attorneys may receive 1.25 hours of continuing legal education, including 0.50 hours of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.4 including Ethics 0.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.4 hours' credit, including 0.5 hours of ethics credit.
     
  • Arizona CLE 1.25 including Ethics 0.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.25 hours toward your annual CLE requirement for the State Bar of Arizona, including 0.50 hours of professional responsibility.
     
  • CA MCLE 1.25 including Ethics 0.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.25 CLE hours of participatory credit, of which includes 0.50 hours of ethics credit.
     
  • CO CLE 2.0 including Ethics 0.6
     
  • This program may qualify for 2.0 credit hours including 0.6 hours of ethics credit through the Colorado Supreme Court Board of Continuing Legal and Judicial Education through reciprocity. This course is accredited in other jurisdictions such as New Jersey. To receive CLE credit for this program, a home study affidavit must be submitted to the Supreme Court Board of Continuing Legal and Judicial Education.
     
  • CT CLE 1.0 including Ethics 0.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 0.50 hour(s) of ethics credit.
     
  • HI CLE 1.25 including Ethics 0.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours.
     
  • ME CLE 1.0 including Ethics 0.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 0.50 ethics hours under M. Bar R. 12.
     
  • MS CLE 1.4
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.4 credit hours.
     
  • MT CLE 1.5 including Ethics 0.5
     
  • This program has been approved by the Montana Board of Continuing Legal Education for a total of 1.5 CLE credits, which includes 0.50 hours of ethics credit.
     
  • ND CLE 1.5 including Ethics 0.5
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • NH MCLE 1.4 including Ethics 0.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). This Program contains 80 minutes of legal ethics credit.
     
  • NJ CLE 1.6
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.6 hours of total CLE credit.
     
  • NV CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 0.50 hours of ethics credit.
     
  • PA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours including 0.50 hours of ethics, professionalism or substance abuse CLE credit.
     
  • RI CLE 1.5 including Ethics 0.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • VT CLE 1.25 including Ethics 0.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.25 hours of self-study CLE credit, including 0.50 hours of ethics.
     
  • WA CLE 1.5 including Ethics 0.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit, including 0.50 hours of ethics credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.7 including Ethics 0.6
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.7 MCLE hours, including 0.6 hours of ethics credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.0
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.0
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Kim Boyer, CELA

Kim Boyer, CELA

Boyer Law Group

  • Founder of Boyer Law Group
  • Board certified elder law attorney
  • Focuses on the elderly and their families, and experienced in elder law, estate planning, guardianship and probate law
  • Co-writer of the book Alzheimer’s and Dementia: A Practical and Legal Guide for Nevada Caregivers, published by the University of Nevada Reno Press
  • Publishes a monthly newsletter, and is a frequent speaker on aging and elder law topics
  • Accredited with the Veterans Administration
  • Selected as Mountain States Super Lawyer under category of elder law, 2009 and 2010
  • Selected as a Nevada Super Lawyer under category of elder law, with list limited to five percent of the lawyers in Nevada, 2007 and 2008
  • J.D. degree, magna cum laude, University of San Diego School of Law
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
  • Members Only Newsletter
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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 403562
Published 2018
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Available in Multiple Formats

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