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Product ID: 403562EAU
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Legal Aspects in Representing Clients With Dementia

OnDemand Webinar (83 minutes)

Gain a better understanding of why preplanning measures are important to avoid crisis situations upon medical incapacity.Whenever individuals or their families are faced with a medical diagnosis of dementia, they are confronted with daunting questions--how to provide for care when the patient can no longer manage his or her own affairs, what to do to protect their rights and property, and how to cope with the day-to-day challenges of fading memory and diminished cognition. This content addresses handling the legal aspects that often arise when a client has dementia.


Kim Boyer, CELA, Boyer Law Group


Importance of Assessment and Capacity

• Confirm the Diagnosis

• Assess Level of Ability to Make Decisions

• Levels of Capacity, Including Contractual Capacity and Testamentary Capacity

Representing a Client With Diminished Capacity

• Clients With Diminished Capacity, and Discussion of Model Rules of Professional Conduct Rule 1.14

• Protective Action

• Balancing Protective Action With Confidentiality

Advance Planning

• Importance of Early Planning

• Addressing Health Care Planning and End-Of-Life Issues

• Minimizing Need for Guardianship and Probate With Estate Planning Documents

Planning for Cost of Care

• Long Term Care Options

• Paying for Long Term Care


• Recognizing and Reporting Exploitation

• New FINRA Rule 2165