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 TRUSTS & ESTATES ANNUAL SEMINAR
Decisional Capacity in Estate Planning: Best Practices to Draft Enforceable Plans and Avoid Litigation
Start Date - End Date
October 21, 2025
5:00 PM - 7:45 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
Advance Registration Required.
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org.
Speakers:
Dr. Bonnie Olsen, Ph. D.
Clinical Professor of Family Medicine
Keck School of Medicine of USC
John P. Glowacki
Partner
The Glowacki Firm
Christy Lewis-Traut, Esq., LL.M.
Founding Partner
Lewis-Traut & Ruswick, APC
Decisional Capacity in Estate Planning: Best Practices to Draft Enforceable Plans and Avoid Litigation
Navigate the complex challenges of serving aging clients facing early neurocognitive decline and the escalating risk of undue influence. This essential CLE program will include summary presentations by each speaker followed by a compelling, fact-intensive case study to explore how to analyze controversial, last-minute plan changes.
We will provide actionable, evidence-based strategies for:
- Assessing and documenting client capacity in the face of dementia
- Identifying and countering suspicious patterns of undue influence
- Implementing drafting techniques to withstand scrutiny; and
- Much more!
Join us, and acquire the tools necessary to protect your clients’ wishes and minimize legal exposure.
This activity has been approved for Minimum Continuing Legal Education Credit by the State Bar of California in the amount of 2.0 hour(s), as appropriate to the content of the activity. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing by October 16, 2025 (no refunds after this date)
Available Functions
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$100.00 |
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