Michigan attorneys may take NACLE courses with our DVDs, Audio CDs, USB Stick, Online, and iOS/Android App formats. CLE is voluntary for MI attorneys.
State Bar of Michigan
306 Townsend St
Lansing, MI 48933-2012
Phone: (517) 346-6300
Phone: (800) 968-1442
https://www.michbar.org/
Ethical Issues in Representing Clients with Diminished CapacitySKU: EPR080
Available In:
Ethics Credits
1
Price$50
DescriptionThis CLE course will cover some of the legal rules applicable to attorneys working with clients who experience diminished capacity and the consequent potential for fraud and abuse against a client with diminished capacity. In this course, attendees will learn how to identify a client who has diminished capacity and the appropriate steps to take to assure continuity in managing the client's portfolio. The course will also discuss how to document a client's file with the appropriate legal documents to anticipate diminished capacity protocols and practices the advisor can use to protect him/herself. Lecturer BioHoward Krooks, Esq,Howard’s practice is devoted to elder law and trust and estate matters, including representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives. Howard is certified as an elder law attorney by the National Elder Law Foundation and currently serves as chair of the Florida Bar Elder Law Section and the board of trustees of the NAELA Foundation. Howard received the 2006 Outstanding Achievement Award from the New York Chapter of NAELA for serving as co-chair of a Special Committee on Medicaid Legislation formed by the NYSBA Elder Law Section to oppose New York Governor George Pataki’s budget bills containing numerous restrictive Medicaid eligibility provisions that, if enacted, would severely impact the frail elderly and disabled populations. He was named Member of the Year in 2010 by the Florida Bar Elder Law Section for his work in obtaining Medicaid approval for the use of promissory notes in Medicaid planning.
CLE is voluntary for Michigan attorneys.
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