Specialized Legal Planning for Vulnerable Adults and Ethical Considerations Representing Clients with Diminished Capacity

Shana Siegel
Shana Siegel | Norris McLaughlin P.A

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy.

On-Demand: March 29, 2021

Specialized Legal Planning for Vulnerable Adults and Ethical Considerations Representing Clients with Diminished Capacity
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Program Summary

Older adults and individuals with special needs face many challenges, but those without close family members are particularly at risk. This session will help you identify clients who may be vulnerable and need specialized legal planning. We will discuss drafting documents to ensure clients’ rights are protected and ways to address the risk of exploitation. We will also discuss legal issues surrounding healthcare decision making for vulnerable adults. Lastly, we will address the ethical issues an attorney faces when representing a client with diminished capacity as well as when acting as a fiduciary for a client or former client.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Demographic and Other Trends
  • Understanding and Identifying Clients’ Increased Needs and Risks
  • Drafting POAs, Trusts (and Wills) to Protect Vulnerable Clients
  • Safeguards Against Financial Exploitation
  • Health Care Documents for Vulnerable Adults
  • Healthcare Decision Making by Guardians
  • Ethical Considerations of Representing Vulnerable Adults
  • Ethical Issues in Acting as Fiduciary

Date/Time: March 29, 2021

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.
On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.
Closed-captioning available upon request

Speakers

Shana Siegel_myLawCLEShana Siegel | Norris McLaughlin P.A

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy.

As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Prior to joining Norris McLaughlin, Shana was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

Shana is active with the Long-Term Living Association, several local chambers of commerce, and Jewish philanthropies. Shana loves to spend time outdoors hiking, kayaking, paddle boarding, and golfing.

Agenda

I. Demographic and Other Trends | 1:00-1:10
II. Understanding and Identifying Clients’ Increased Needs and Risks | 1:10-1:20
III. Drafting POAs, Trusts (and Wills) to Protect Vulnerable Clients | 1:20-1:30
IV. Safeguards Against Financial Exploitation | 1:30-1:40
V. Health Care Documents for Vulnerable Adults | 1:40-1:50
VI. Healthcare Decision Making by Guardians | 1:50-2:00

VII. Break | 2:00-2:10

VIII. Ethical Considerations of Representing Vulnerable Adults | 2:10-2:40
IX. Ethical Issues in Acting as Fiduciary | 2:40-3:10