About This Course
This informative CLE session will delve into the legal guidelines that apply to attorneys when assisting clients who face diminished capacity. The discussion will shed light on the potential risks of fraud and abuse that individuals with diminished capacity may encounter.
Attendees of this course will gain valuable insights on recognizing clients with diminished capacity and implementing necessary measures to ensure the seamless management of their portfolios.
Additionally, the session will explore the importance of comprehensive documentation, including relevant legal instruments, to proactively address protocols and practices related to diminished capacity. By adopting these strategies, advisors can effectively safeguard themselves and their clients.
