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Overview
Critical Guidance for Representing Declining Clients Without Overstepping Boundaries
When you're representing a client in decline, it's like navigating a corn maze. While every move you make is critical, you can't make each decision by yourself; you need to find a balance between letting your client choose their path while providing guidance that aligns with their best interests. In this fast-paced program, our seasoned faculty present you with best practices for handling ethical issues when representing a client in decline. Whether you just launched your legal career, or you're a veteran in the legal profession, you're sure to find value in this course - register today!
- Identify critical factors to take into consideration when assessing client capacity.
- Review the limits of confidentiality when involving family or third parties in decision-making.
- Uncover practical guidance for balancing client autonomy with advocacy.
Abbreviated Agenda
- Evaluating Client Capacity: Key Factors and When to Consult Medical Professionals
- Confidentiality Limitations When Involving Third Parties or Family
- Preventing Undue Influence and Financial Exploitation in Client Decisions
- Conflicts Involving Clients in Decline (Dual Representation, Personal Interests, etc.)
- Balancing Advocacy for the Client's Best Interests vs. Client Autonomy
- Ethical Duties When Representing a Client in Decline in Court
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 05-21-2027 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 05-21-2027 |
| California CLE |
|
1 Total | 05-21-2027 |
| Colorado CLE |
|
1 Total | 12-31-2027 |
| Connecticut CLE |
|
1 Total | 05-21-2027 |
| Delaware CLE |
|
1 Total | 05-21-2027 |
| Florida CLE |
|
1 Total | 11-30-2026 |
| Georgia CLE |
|
1 Total | 12-31-2026 |
| Hawaii CLE |
|
1 Total | 05-21-2027 |
| Idaho CLE |
|
1 Total | 05-21-2030 |
| Illinois CLE |
|
1 Total | 05-20-2027 |
| Maine CLE |
|
1 Total | 05-20-2027 |
| Minnesota CLE |
|
1 Total | 05-21-2027 |
| Missouri CLE |
|
1.2 Total | 05-21-2027 |
| Northern Mariana Islands CLE |
|
1 Total | 05-21-2027 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 05-21-2028 |
| North Dakota CLE |
|
1 Total | 05-21-2028 |
| Nebraska CLE |
|
1 Total | 05-21-2027 |
| New Hampshire CLE |
|
1 Total | 05-21-2028 |
| New Mexico CLE |
|
1 Total | 05-21-2027 |
| Nevada CLE |
|
1 Total | 05-21-2028 |
| New York CLE |
|
1 Total | 05-21-2028 |
| Oklahoma CLE |
|
1 Total | 05-21-2027 |
| Oregon CLE |
|
1 Total | 05-21-2028 |
| Pennsylvania CLE |
|
1 Total | 05-21-2027 |
| Tennessee CLE |
|
1 Total | 05-20-2027 |
| Vermont CLE |
|
1 Total | 05-21-2027 |
| Washington CLE |
|
1 Total | 05-20-2030 |
| Wisconsin CLE |
|
1 Total | 12-31-2026 |
| West Virginia CLE |
|
1.2 Total | 05-21-2027 |
Select Jurisdiction
CLE
Agenda
-
Ethical Issues You Can't Ignore When Representing a Client in Decline
- Evaluating Client Capacity: Key Factors and When to Consult Medical Professionals
- Confidentiality Limitations When Involving Third Parties or Family
- Preventing Undue Influence and Financial Exploitation in Client Decisions
- Conflicts Involving Clients in Decline (Dual Representation, Personal Interests, etc.)
- Balancing Advocacy for the Client's Best Interests vs. Client Autonomy
- Ethical Duties When Representing a Client in Decline in Court
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Siobhan Leger
is the owner of Leger Law Group, LLC, where her practice focuses mainly on estate planning, special needs planning, successions, trust administration, Medicaid planning, and veteran's aid and attendance advocacy. She is a VA accredited attorney and a volunteer attorney with Wills for Heroes, an organization that provides pro bono estate planning services to veterans and first responders. Ms. Leger is also a member of various professional organizations, including the National Academy of Elder Law Attorneys; Elder Law, Disability Planning and Bioethics Group, American Bar Association; National Academy of Family Law Attorneys; and Louisiana State Bar Association. She earned her J.D. degree from the Paul M. Hebert Law Center at Louisiana State University and her B.A. degree from Louisiana State University.
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