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

$195.00

CLE credits earned: 1 General Credit, 1 Ethics Credit (WA 1 Law and Legal)

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

Select your state to see if this class is approved for CLE credit.

Choose the format you want.

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Original Broadcast Date: March 29, 2021

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.

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.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NM, NJ, NY and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previously recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NM, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

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