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Overview
Protect Aging Clients and Prevent Malpractice
As the population ages, legal practitioners must navigate unique ethical challenges related to capacity, guardianships, confidentiality, and more. Discuss the changing role of attorneys in representing aging clients and their fiduciaries, and gain insights into making legal services more accessible. Elevate your practice and strengthen your ethical foundation - register today!
- Clarify the ethical factors and practical methods for verifying the capacity of aging clients.
- Identify and address legal ethics Issues specific to adult guardianships.
- Balance your duty of confidentiality with the need to coordinate efforts with non-attorney members of the client's care team.
- Recognize and mitigate top ethical dangers when representing fiduciaries in elder law.
Abbreviated Agenda
- Who is the Client?
- Verifying Capacity
- Legal Ethics Issues in Tackling Adult Guardianships
- Access to Legal Services: Making Your Practice More Accessible
- Conflicts of Interest When Family Members and Caretakers are Involved
- Top Ethical Dangers When Representing Fiduciaries
- Guarding Aging Clients' Confidentiality
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 04-02-2028 |
| Alabama CLE |
|
1 Total | 12-31-2026 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 04-02-2028 |
| California CLE |
|
1 Total | 04-02-2028 |
| Colorado CLE |
|
1 Total | 12-31-2028 |
| Connecticut CLE |
|
1 Total | 04-02-2028 |
| Delaware CLE |
|
1 Total | 04-02-2028 |
| Florida CLE |
|
1 Total | 10-31-2027 |
| Georgia CLE |
|
1 Total | 12-31-2027 |
| Hawaii CLE |
|
1 Total | 04-02-2028 |
| Iowa CLE |
|
1 Total | 04-02-2027 |
| Illinois CLE |
|
1 Total | 03-31-2028 |
| Indiana CLE |
|
1 Total | 04-02-2027 |
| Kansas CLE |
|
1 Total | 04-01-2027 |
| Kentucky CLE |
|
1 Total | 06-30-2026 |
| Maine CLE |
|
1 Total | 03-31-2028 |
| Minnesota CLE |
|
1 Total | 04-02-2028 |
| Missouri CLE |
|
1.2 Total | 04-02-2028 |
| Northern Mariana Islands CLE |
|
1 Total | 04-02-2028 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 04-02-2029 |
| North Carolina CLE |
|
1 Total | 02-28-2027 |
| North Dakota CLE |
|
1 Total | 04-02-2029 |
| Nebraska CLE |
|
1 Total | 04-02-2028 |
| New Hampshire CLE |
|
1 Total | 04-02-2029 |
| New Jersey CLE |
|
1.2 Total | 01-27-2027 |
| New Mexico CLE |
|
1 Total | 04-02-2028 |
| Nevada CLE |
|
1 Total | 04-02-2029 |
| New York CLE |
|
1 Total | 04-02-2029 |
| Ohio CLE |
|
1 Total | 12-31-2026 |
| Oklahoma CLE |
|
1 Total | 04-02-2028 |
| Oregon CLE |
|
1 Total | 04-02-2029 |
| Pennsylvania CLE |
|
1 Total | 04-02-2028 |
| Rhode Island CLE |
|
1 Total | 06-30-2026 |
| South Carolina CLE |
|
1 Total | 12-31-2026 |
| Tennessee CLE |
|
1 Total | 04-01-2028 |
| Texas CLE |
|
1 Total | 03-31-2027 |
| Utah CLE |
|
1 Total | 12-31-2026 |
| Virginia CLE |
|
1 Total | 10-31-2026 |
| Vermont CLE |
|
1 Total | 04-02-2028 |
| Washington CLE |
|
1 Total | 04-01-2031 |
| Wisconsin CLE |
|
1 Total | 12-31-2027 |
| West Virginia CLE |
|
1.2 Total | 04-02-2028 |
| Wyoming CLE |
|
1 Total |
Select Jurisdiction
CLE
Agenda
-
Legal Ethics in Elder Law
- Who is the Client?
- Verifying Capacity
- Legal Ethics Issues in Tackling Adult Guardianships
- Access to Legal Services: Making Your Practice More Accessible
- Conflicts of Interest When Family Members and Caretakers are Involved
- Top Ethical Dangers When Representing Fiduciaries
- Guarding Aging Clients' Confidentiality
Who Should Attend
This legal course is designed for attorneys. Elder care professionals, guardians, trustees and fiduciaries, and paralegals will also benefit.
Speakers
Speaker bio
Sharon L. Michaels
is the owner of her law firm located in Houston, Texas. She earned her Bachelor of Science degree in journalism, with honors, from Northwestern University; and her J.D. degree, magna cum laude, from the University of Houston. The First Court of Appeals in Houston selected Ms. Michaels as a briefing attorney with attendance at the court's oral arguments for cases upon appeal and drafted proposed court opinions for Justice James Warren. After service with the court, she began her own law firm emphasizing on the areas of trusts, estate planning, probate, and business transactional work.
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