Elder Law Short Course 2025 – Online On-Demand Sessions

Explore the complex intersection of elder abuse and diminished capacity, with a focus on evolving strategies for identification, intervention, and advocacy. This session will address new approaches to assessing capacity, legal tools available to protect vulnerable adults, and the implications of updated ABA Rule 1.14 on representing clients with diminished capacity. Gain insight into practical case management, ethical duties, and effective collaboration with professionals in other disciplines.
Originally presented as part of Elder Law Short Course 2025.

When an interested party (caregiver, spouse, child, friend, or agent under a Power of Attorney) is involved, attorneys and geriatric care managers must clearly identify and protect the true client. This session covers practical and ethical strategies to manage caregiver influence, maintain boundaries, and address conflicts. Attendees will gain tools to recognize red flags and ensure advocacy remains focused on the client’s rights and wishes.
Originally presented as part of Elder Law Short Course 2025.

Disputes in guardianship cases are becoming more frequent and more complex. This session will cover the most common challenges that arise—such as objections to appointments, claims of undue influence, disagreements among family members, and allegations of incapacity. Learn how to navigate contested hearings, handle difficult parties, and manage the procedural and evidentiary issues that come with these high-stakes cases.
Originally presented as part of Elder Law Short Course 2025.

Retirement accounts can be a major asset in estate planning—especially when special needs trusts (SNTs) and elder law considerations come into play. This session will cover how the SECURE Act changed the rules for inherited retirement accounts and what that means when planning for individuals with disabilities. Learn practical drafting tips, explore tax consequences, and examine how to align retirement assets with SNTs and long-term care planning.
Originally presented as part of Elder Law Short Course 2025.