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DTSTART:20250923T123000Z
DTEND:20250923T141500Z
LOCATION:Midland Hills Country Club, Roseville, MN
UID:2769920250923T123000ZBreakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients
DTSTAMP:20260414T110104Z
DESCRIPTION:\n[DETAILS](https://cvent.me/Kdn7LE)\n[REGISTRATION](https://cvent.me/w79oWo) \n \n \n \n \n \n \nEthical and Practical Considerations When Working with Incapacitated Clients\n Panelists: Aram Desteian | Dena DeGroat, CLTC®, FIC | Christopher Smith CFP®, CLTC® | Kyle Playford, CFP®, CEPA| Nate Danielson, CTFA\n Moderator: Natalie A Roberts, J.D., LL.M. in Taxation\n       \n \n \n \n \n \n \nServing clients who are experiencing diminished or complete incapacity presents unique challenges for attorneys, estate planners, and financial professionals. This program explores the ethical responsibilities and real-world considerations that arise when capacity is in question. Attendees will gain insight into recognizing warning signs of diminished capacity, balancing client autonomy with fiduciary duty, navigating confidentiality and decision-making authority, and coordinating effectively with family members, caregivers, and other professionals. Through case examples and best practices, participants will learn strategies to protect vulnerable clients while upholding ethical standards and legal obligations.\n \nLearning Objectives\n By attending this session, attendees will learn about:\n Identify and assess indicators of diminished capacity in clients, and understand the legal and professional standards that guide next steps. Apply ethical frameworks and fiduciary responsibilities when balancing client autonomy with the need to protect vulnerable individuals. Develop practical strategies for collaboration with family members, caregivers, and other professionals while maintaining confidentiality and compliance with applicable laws. \nRegistration, Networking, and Breakfast Buffet: 7:30 am\n Presentation Begins: 8:00 am\n Program Ends: 9:00 am\n
SUMMARY:Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients - Twin Cities Estate Planning Council 
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DESCRIPTION:Reminder
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