A follow up to last year's Basic Wills and Trusts training, this two-day training will focus on determining client incapacity and options for clients, including conservatorships. Participants must have attended last year's training or have basic wills and trusts experience.
February 20, 2013
Determining Capacity for Estate Planning: A Practical Approach
Topics will include ethical considerations, legal standards, and step-by-step analysis.
February 27, 2013
Incapacity: Is Conservatorship the only Option?
Topics will include effects and problems with establishing a conservatorship, alternatives to conservatorship and an overview of the conservatorship process.
Participants must attend both courses on Wednesdays, February 20 and 27, 2013, and commit to taking two pro bono estate planning cases following the training. The training is offered for free in exchange for your commitment to take two pro bono cases, but there is a $50 materials fee.
Register by submitting a completed MCLE Registration Form to Managing Attorney Elizabeth Hom at firstname.lastname@example.org or fax to 510-452-2224. Your registration must be confirmed to be considered valid. If you have any questions, please contact Elizabeth at email@example.com, or call 510-302-2216.
Refreshments will be provided for this program. However, due to limited resources specific dietary requirements cannot be accommodated. Registration begins at 5:00 pm.