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Got Capacity? Selecting and Applying Mental Capacity Standards
Trusts & Estates Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
As Baby Boomers age, lawyers increasingly face situations where clients or other parties have questionable mental capacity. What are the governing capacity standards in estate planning and other civil law contexts? How should an estate planner evaluate and document a client’s capacity to make or change an estate plan? What ethical obligations and potential liability does a lawyer have? How will a court review a mental capacity challenge to a document, and how does the estate planner’s testimony fit into the puzzle? In this webinar, we will review the rules (not always clear-cut) that apply to mental capacity and apply them to estate planning situations, with practical suggestions.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
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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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