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02/25/2026 - Where Mental Illness and Estate Planning Collide – How to Counsel Clients with Dementia and Other Mental Illnesses
Estate planning professionals increasingly serve clients facing mental illness or diminished capacity. This presentation by Elijah Keyes explores how to identify capacity levels, manage undue influence risks, and meet ethical duties while preserving client autonomy. Attendees will gain practical strategies for assessing capacity under California law, communicating effectively with impaired clients, and documenting decisions to protect both client and attorney.
1 Participatory MCLE Credits
All
Early Registration
Standard
Non-Member
N/A
$75.00
CLA Member
N/A
$55.00
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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