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Ethical Challenges and Best Practices in Elder Law

December 10, 2024

12:00PM - 1:00PM CST

$100 for Basic Members

CLE 1.0 CLE

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ABOUT THIS WEBINAR:

There are many ethical challenges and legal responsibilities attorneys face when representing clients with cognitive impairments such as dementia. It’s important to know how to navigate the complexities of maintaining a normal client-lawyer relationship while addressing diminished capacity concerns.

Join Rebecca A. Hobbs, Certified Elder Law Attorney at O’Donnell, Weiss & Mattei, P.C., for a special CLE* session on this topic! She will cover strategies for assessing a client’s capacity, effective communication techniques, and implementing protective legal measures to prevent threats, fraud, undue influence, and manipulation.

Attorneys will also learn how to document concerns, involve trusted individuals appropriately, and employ legal mechanisms such as powers of attorney, guardianship, and fiduciary arrangements to safeguard vulnerable clients. Attendees will walk away understanding:

Ethical obligations under Rule 1.14 regarding clients with diminished capacity
Techniques for assessing and documenting client capacity
Legal safeguards to protect vulnerable clients from exploitation
How to balance client autonomy with protective actions

Plus, we will share insights on common ethical dilemmas in elder law and practical solutions to help attorneys mitigate the risk of client exploitation. Save your spot today!

*1.0 Ethics hour pending

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MEET THE PRESENTER

Rebecca A. Hobbs, CELA

Principal – O'Donnell, Weiss & Mattei, P.C.

Rebecca focuses her practice on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. She is Certified as an Elder Law Attorney (CELA) and is licensed to practice in both Pennsylvania and New Jersey. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is an active member of the Pennsylvania Bar Association (PBA), serving on the PBA Charitable Organizations Committee and the PBA Legal Services to Persons with Disabilities Committee. She is a Director of the Montgomery Bar Association, serves on the Executive Committee, and is co-chair of the Elder Law Committee.

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