Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA ELDER LAW SECTION SEMINAR
OCBA ELDER LAW SECTION PRESENTS: SPECIAL NEEDS ISSUES
Start Date - End Date
September 21, 2016
5:30 PM - 9:15 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
SPECIAL NEEDS ISSUES
Navigating the Ethical Issues of Special Needs Planning, Avoiding Bias Towards Special Needs Clients, and Addressing the Competency of Practicing Attorneys with Dementia and Alzheimer’s
Speakers:
Stuart D. Zimring, Esq.
Certified Estate Planning, Probate & Trust Law Specialist by the Board of Legal Specialization of the State Bar of California
Co-Author: California Guide to Tax, Estate & Financial Planning and Fundamentals of Special Needs Trusts (LexisNexis)
Law Offices of Stuart D. Zimring, Esq.
Melinda Hunsaker, Esq.
Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
McGonigle & Hunsaker, LLP
Program Chairs: Gisselle Amini, Esq., Michelle Lepich, Esq., & Brooke Weitzman, Esq.
Topics to Include:
- Ethical Issues in Representing Seniors, Their Families and People With Disabilities - Beware of the Hidden Conflicts
- Client Capacity - The Ever Moving Target in California
- Current Planning Options for Special Needs Trusts - 1st Party, 3rd Party, Pooled and ABLE Accounts
- Communicating With Your Senior Client - Are You Really Listening?
- How to Protect Yourself and Your Practice Against Your Own Loss of Capacity That Could Affect Your Competency as an Attorney
Cancellation Policy: Cancellations must be received in writing by September 16, 2016 (no refunds after this date).
Available Functions
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Vegetarian Meal
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Speakers
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