Working with Clients with Diminished Capacity and Their Fiduciaries | Carla Calogero

Session: 1:50 PM

Session Description

This session will provide an overview of best practices and ethical considerations in working with aging clients, clients with diminished capacity, and their fiduciaries. Approaches to planning for incapacity, and to addressing issues of client capacity and vulnerability to self-harm or exploitation will be discussed. The session will also address when it may be prudent or necessary to seek the expertise of other professionals, such as an elder law attorney.

Learning Objectives

  • Develop an understanding of best practices and ethical considerations in working with aging clients, clients with diminished capacity, and their fiduciaries
  • Develop approaches to planning for incapacity, and to addressing issues of client capacity and vulnerability to self-harm or exploitation
  • Understand and identify when it may be prudent or necessary to seek the expertise of other professionals in working with clients with diminished capacity and/or their fiduciaries

Speaker Bio

Carla Calogero is a member of the law firm Reed Longyear Malnati & Ahrens PLLC. Carla Calogero focuses her practice on: elder and special needs law; the representation of persons involved in guardianships, probates, and trusts; vulnerable adult protective proceedings; TEDRA (Trust and Estate Dispute Resolution Act) proceedings; and advance care, end of life, and estate planning. Carla is also regularly appointed by the King County Superior Court to serve as guardian ad litem, court-appointed attorney, or special representative for alleged incapacitated persons, adjudicated incapacitated persons, and minors in guardianship, trust, probate, and litigation matters. Carla is a past chair of the Elder Law Section of the Washington State Bar Association, and a past chair of the Guardianship and Elder Law Section of the King County Bar Association.