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About the Teleseminar
Representing or working with elderly clients accentuates every ethical duty an attorney has to a client. The elderly are often physically, psychologically and socially vulnerable, dependent on the care of others. Attorneys must be vigilant in guarding clients against the use of undue influence in their financial or estate planning, and more broadly against physical or psychological abuse. The elderly often have significant health issues that impact their estate planning decisions. Attorneys must be exceptionally careful to hold that information in confidence and yet make certain disclosures necessary to protect their clients’ interests. Elderly clients may also have diminished capacity to make material legal decisions. In these and many other instances, attorneys need to have a heightened awareness of ethical issues and traps in representing the elderly. This program will provide you with a practical guide to ethical duties in representing or working with the elderly, including conflict, confidentiality and capacity issues.
- Conflicts – representing couples or multiple members of a family
- Confidentiality – safeguarding health care and other information, and making reasonable disclosures to protect clients
- Capacity – understanding whether a client is competent to make decisions and what do if they are not
- Gifts – when and how can lawyers except gifts from clients
- Payment – what are your duties if someone else pays for the representation?
- Abuse – spotting mistreatment and reporting issues
About the Speakers
Julia B. Meister is a partner in the Cincinnati office of Taft, Stettinius & Hollister, LLP, and head’s the office’s estate, trust and fiduciary litigation group. She counsels clients and represents them in commercial and estate, trust and fiduciary matters before courts, administrative tribunals, and arbitrators, and in professional ethics and discipline matters. She is a member of the Ohio State Bar Association's Estate Planning, Trust and Probate Law Section Council and served as an adjunct professor of law at the University of Dayton Law School. Ms. Meister received her undergraduate degree from Xavier University and her J.D. from Notre Dame Law School with honors.
Daniel J. Hoffheimer is a partner in the Cincinnati office of Taft Stettinius & Hollister LLP, where his law practice concentrates on advising nonprofit organizations and charitable foundations, and estate planning, trust and probate law. He is a Fellow of the American College of Trust and Estate Counsel and formerly served as a Lecturer-in-Law at the University of Cincinnati College of Law. Mr. Hoffheimer formerly served as the president of Cincinnati Bar Association and currently serves on the Section Council of the Estate Planning, Trust and Probate Law Section of the Ohio State Bar Association. He received his B.S. from Harvard University and his J.D. from the University Of Virginia School of Law.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 LEPR Credit Hour. (Tentative)