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Ethics In Context: Special Needs Planning (2010)

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Presented by Stephen Dale, Session from Special Needs Law Summit February 2010, Joan L. Robert and Kristi Vetri. 1 hour 15 minutes. What issues confront the practitioner who has a practice that includes special needs planning? Discussions concern ethical issues that arise frequently in a special needs planning context, and how Model Rules provide guidance for professional ethical conduct.
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$119.00
$119.00

Ethics of Assessing Capacity (2016)

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Discusses how to recognize the unique ethical issues that arise when dealing with clients with diminished capacity; identifies the different functional capacities required by law; demonstrates questioning skills to determine legal capacity new ways to maximize capacity. Presented by Edwin M. Boyer and Prof. Roberta K. Flowers
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$199.00
$199.00

Ethics of Fiduciary Representation (2012)

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This interactive session looks at the ethical issues an attorney encounters when representing a fiduciary. Also covers issues such as who is the client, confidentiality, conflicts of interest and focuses on Special Needs Trusts as well as other types of fiduciary relationships. The presenters use the audience response system and multiple choice questions to engage the audience in a dynamic discussion of the issues. Presented by Prof. Roberta K. Flowers, JD, Stetson Unversity College of Law; and Shirley Berger Whitenack, CAP as part of the National Aging and Law Institute.
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$129.00
$129.00

Ethics Rule 1.14: Where Do You Draw the Line? (2017)

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While representing a client under Rule of Professional Conduct 1.14, you are able to communicate with more people than just your client but where do you draw the line on who you should and should not communicate with? Presented by: Marco D. Chayet, Esq. and Tamara E. Trujillo, Esq.
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$199.00
$199.00

Getting Answers To Practical Ethical Questions (2018)

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Through the NAELA Aspirational Standards learn to navigate the many difficult ethical issues that often arise when representing elderly individuals and individuals with disabilities including how to; Holistically meet the needs of clients; Identify the client and the individuals who will assist the client at the earliest stage of representation; Avoid conflicts of interest with family members, fiduciaries, and joint or concurrent clients; Preserve client confidentiality in situations involving frequent contacts with family members, caregivers, or other third-party individuals who are not clients; And appropriately protect clients who have diminished capacity who are at risk of substantial harm or who cannot adequately act in their own interest.
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$199.00
$199.00

Good Movies, Bad Lawyers--Putting Ethics and Professionalism on Trial (Part II of the 2012 Clifton B. Kruse Jr. Ethics Lecture) (2012)

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Continued discussion of Elder Law ethics initiated in the 2012 Clifton B. Kruse Jr. Ethics Lecture. During this session there is opportunity to participate and engage in discussion about what movies can teach us about Elder Law ethics. Presented by Richard A. Setterberg, Esq., of Richard A. Setterberg Co., LPA. Presented as part of the National Aging and Law Institute
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$129.00
$129.00

How Far Do You Push the Envelope on Ethics? (2017)

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Learn to apply ethical rules (including NAELA's Aspirational Standards) to your conferences with clients. Deal with the issues of first impression and be better positioned to advise clients of the potential risks and benefits of being the "test case". Presented by Lawrence A. Frolik, CAP, Fellow and Jennifer L. Vanderveen, CELA, CAP
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$199.00
$199.00

Is My Client Incapacitated? (2017)

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Learn how to prepare questions to ask the potential client to assess whether they have capacity to retain you as counsel; articuate to the court your decision to represent a client who has retained you even after the court has appointed a guardian; and apply the rules of client confidentiality when representing a client who is the subject of an ongoing protective proceeding. Presented by Joan L. Robert, CELA, CAP and Jennifer L. Vanderveen, CELA, CAP
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$199.00
$199.00

Knowing Your Ethics Limits On Taxes (2017)

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What can a tax lawyer do and not do for a client? How do you recognize when a client wants to commit tax fraud and what steps can you take to avoid being involved? Presented by Ruth A. Phelps, CELA, CAP, Fellow
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$199.00
$199.00

NAELA Fellows Roundtable (2012)

Product Details:
General Session from the 2012 Annual National Conference.1 hour.
Veteran Elder Law attorneys, Kristi Vetri and Ira Wiesner, will present an in depth analysis into the multitude of ethical and legal issues posed by "Medicaid Planning," a term used to describe legal advocacy within the framework of federal and state law to effect asset protection, timely eligibility for Medicaid and appropriate delivery of long term care to seniors. Using the Socratic teaching method to elicit a higher level of intellectual response and comprehension amongst the legal practitioners, the presenters will draw on experiential learning to reach profound heights.
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$129.00
$129.00