About This Course
This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges.
The course delves into judicial perspectives on undue influence, offering techniques to prevent and defend against such claims.
Attendees will explore ethical approaches to assessing client capacity, ensuring compliance with legal standards while prioritizing client autonomy. By examining the attorney’s role in safeguarding the estate planning process, the course provides actionable insights to uphold both the client’s wishes and the plan’s integrity.
