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Overview
Protect Yourself and Your Vulnerable Clients
Our experienced faculty will delve into the ethical considerations that come along with representing aging clients. Strengthen your understanding of Model Rule 1.14 and handling clients with diminished capacity. Gain confidence in ethically navigating communications with guardians and caretakers. Equip yourself with the tools you need to identify undue influence and abuse. Protect your clients and shield yourself from liabilities- register today!
- Discover strategies for evaluating your client’s ability to make informed decisions.
- Enhance your ability to identify and address potential abuse, undue influence, or coercion.
- Preserve confidentiality and the attorney-client privilege with ease, even when family memebers or caregivers are involved.
Abbreviated Agenda
- Relevant Rules of Professional Conduct: Rule 1.14 and More
- Techniques for Assessing Client Capacity
- Ethically Handling Caregivers and Third Parties: Confidentiality, Privelege, and Other Considerations
- Strategies for Effectively Communicating With Aging Clients
- Ethical Duties in Preventing, Recognizing, and Addressing Undue Influence and Abuse
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 10-31-2026 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 10-31-2026 |
| California CLE |
|
1 Total | 10-31-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 10-31-2026 |
| Delaware CLE |
|
1 Total | 10-31-2026 |
| Florida CLE |
|
1 Total | 04-30-2026 |
| Hawaii CLE |
|
1 Total | 10-31-2026 |
| Idaho CLE |
|
1 Total | 10-31-2029 |
| Illinois CLE |
|
1 Total | 10-30-2026 |
| Maine CLE |
|
1 Total | 10-30-2026 |
| Minnesota CLE |
|
1 Total | 10-31-2026 |
| Missouri CLE |
|
1.2 Total | 10-31-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 10-31-2026 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 10-31-2027 |
| North Dakota CLE |
|
1 Total | |
| Nebraska CLE |
|
1 Total | 10-31-2026 |
| New Hampshire CLE |
|
1 Total | 10-31-2027 |
| New Mexico CLE |
|
1 Total | 10-31-2026 |
| Nevada CLE |
|
1 Total | 10-31-2027 |
| New York CLE |
|
1 Total | 10-31-2027 |
| Oklahoma CLE |
|
1 Total | 10-31-2026 |
| Oregon CLE |
|
1 Total | 10-31-2027 |
| Pennsylvania CLE |
|
1 Total | 10-31-2026 |
| Rhode Island CLE |
|
1 Total | |
| Tennessee CLE |
|
1 Total | 10-30-2026 |
| Vermont CLE |
|
1 Total | 10-31-2026 |
| Washington CLE |
|
1 Total | 10-30-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 10-31-2026 |
Select Jurisdiction
CLE
Agenda
-
Legal Ethics of Representing Aging Clients
- Relevant Rules of Professional Conduct: Rule 1.14 and More
- Techniques for Assessing Client Capacity
- Ethically Handling Caregivers and Third Parties: Confidentiality, Privilege, and Other Considerations
- Strategies for Effectively Communicating With Aging Clients
- Ethical Duties in Preventing, Recognizing, and Addressing Undue Influence and Abuse
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Howard L. Lotven
is a sole practitioner with the law office of Howard L. Lotven P.C. He primarily represents clients in criminal/municipal courts and traffic courts. Mr. Lotven has been either a prosecutor or a defense attorney in more than 10,000 cases. He also represents clients in family law matters, including divorce, paternity, modification of child support, custody and visitation. Mr. Lotven's professional associations and memberships include Volunteer Attorney Project, The Missouri Bar's General Practice Committee, Municipal Court Prosecutors Association of Western Missouri, Missouri Municipal and Associate Circuit Judges Association, and Association of Women Lawyers. He is admitted to practice in Missouri, and before the U.S. District Court for the Western District of Missouri and U.S. Federal Court. Mr. Lotven earned his B.A. degree, with honors, from Drake University; and his J.D. degree from the University of Missouri-Kansas City School of Law.
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