OM DENNE EPISODE
Assessing Testamentary Capacity.
Making sure a client has capacity before signing any documents is an important aspect of being an attorney. Doctor’s notes and family testimony can only paint some of the picture. Additionally, capacity is not either “you have it or you don’t”. Capacity can change with age, experiences and even just time of day.
In this podcast, we discuss how we look at capacity in our practice. We hope this gives a clear picture of why we do not include family in meetings with our clients, as well as what we are looking for in these meetings. Assessing testamentary capacity can be challenging without meeting with a client alone.
Engelsk
USA
UDSKRIFT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Elder Law Issues.
ANDRE EPISODE I DENNE PODKAST
Naming a Fiduciary Who Will Just Hire the Firm.
Many clients want to name their children, friends or other family members in fiduciary roles in their estate planning documents. Some may also have the expectation that these individuals will simply request the law firm that drafted their documents t…
College bound estate planning is not something many people consider as their child goes off to university. Once someone turns eighteen, most parents will no longer be their legal guardian. This may lead to a loss of access to information about their child. Hospitals, universities, banks and other i…
Clients often become wary of updating their estate plans after they receive a dementia diagnosis. Fortunately, a diagnosis is not necessarily the cut off for capacity. In this podcast we discuss the level of capacity required to complete estate planning documents. We also discuss some of our experi…
AI in The Practice of Law
AI is becoming a greater part of everyday life and that includes the legal profession. In this podcast we discuss the applications and pitfalls of AI in the legal space. We touch on hallucinations, confidentiality concerns and human review. Time savings, research and anal…
Why Won’t My Family Share Trust Information?
This may be one of the most common questions we receive as an elder law firm. It may be that you are not entitled to the information… or that the trustee is deliberately hiding information you are entitled to receive. Without a copy of the t…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Fleming & Curti PLC, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
REDIG
Takk fordi du hjelper med å holde podkast-databasen oppdatert.
