The following sessions may be approved for ethics credits by many of the accrediting agencies. Ethics credit for these sessions may not be available in all instances. Please refer to the ethics accreditation information for your specific jurisdiction and profession.
Tuesday, January 10, 2017 (3:55 – 4:45 p.m.)
I Have it Because Mom Liked Me the Best: How to Help Protect Vulnerable Seniors from Financial Exploitation
Stuart C. Bear
You learn that your client is “slipping”. She is unable to fully care for herself but she is stubborn and wants to keep living independently. You have reason to believe that son is stealing money from mother. As a trusted advisor, what do you do in terms of your legal and ethical responsibilities? This session will identify your legal and ethical responsibilities, and provide practical advice and guidance regarding what you can do to protect your client.
Wednesday, January 11, 2017 Special Session I-F (2:00 – 3:30 p.m.)
Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting Your Client’s Privacy and Personal Security
John F. Bergner, R. Kris Coleman, Mark Lanterman
As public access to information increases, clients are seeking solutions to protect their privacy and personal security. This panel will discuss how the professional advisor can structure estate plans and financial transactions in a confidential manner and protect clients against physical and cyber-attacks.
Wednesday, January 11, 2017 Special Session II-D (3:50 – 5:20 p.m.)
Mom Wanted Me to Have It: A Panel Discussion on the Legal, Ethical, and Practical Considerations Involving the Financial Exploitation of Seniors
Stuart C. Bear, Mary F. Radford, Francis J. Rondoni
This session will provide practical advice and guidance from the perspective of an elder law lawyer, a legal ethicist, and an estate litigator and criminal prosecutor. The focus will be on how to protect vulnerable seniors from others, as well as from themselves when a senior’s judgment is impaired.
Thursday, January 12, 2017 Special Session IV-D (3:50 – 5:20 p.m.)
Protecting Yourself When Planning in Unsettled Waters: A Case Study on How to Structure Your Client Relationship to Protect Yourself from Malpractice Claims and Ethical Issues
Shawn C. Snyder, Dominic J. Campisi, Jessica A. Uzcategui
This session will explore the steps that practitioners can take to protect themselves from malpractice suits when planning in unsettled areas. It will illustrate practical and ethical issues surrounding the initial client engagement, settlement negotiations with third parties, and practical defenses to common malpractice claims.