Ethical Issues in Elder Law Practice: Client Identification, Confidentiality, Capacity, Conflicts, AI Use
This program offers 90 minutes of ethics credit.
A live 90-minute CLE video webinar with interactive Q&A
This CLE webinar will discuss the unique ethical issues encountered by elder law attorneys and will offer guidance on best practices for compliance with ethical rules and acting in the best interests of the client.
Outline
- Sources of ethical guidance for attorney conduct
- Rules of professional responsibility/rules of professional conduct
- Ethics opinions
- NAELA Aspirational Standards
- Common ethical issues in elder practice
- Client identification
- Conflicts of interest and communicating with nonclients
- Diminished capacity
- Confidentiality
- Other issues
- Ethical issues related to the use of AI in elder practice
- Best practice tips for compliance with ethics rules, principles, and guidelines
Benefits
The panel will discuss these and other key issues:
- What are the key ethical concerns elder law attorneys face?
- What are the elder law attorney's ethical obligations and considerations when using AI?
- What rules of professional conduct govern the ethical considerations that arise during a lawyer's representation of elderly clients?
Faculty
Lenore S. Davis
Attorney
The Law Offices of Lenore S. Davis
Ms.Davis, Esq. is an attorney admitted to the bars of the State of New York and New Jersey. She has been... | Read More
Ms.Davis, Esq. is an attorney admitted to the bars of the State of New York and New Jersey. She has been practicing law for over twenty years. Ms. Davis has her L.L.M. in Tax Law.
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Elizabeth Valentin
Assistant Professor of Law
New York Law School
Elizabeth Valentin is a Assistant Professor of Law at New York Law School, where she teaches Legal Practice, Advanced... | Read More
Elizabeth Valentin is a Assistant Professor of Law at New York Law School, where she teaches Legal Practice, Advanced Legal Methods, and Analytic Principles. Prior to entering academia, Professor Valentin was a partner at Littman Krooks LLP, where for 18 years her practice focused on elder law, special needs planning, and trusts and estates. In the last decade, her practice centered primarily on assisting clients preserve their right of self-determination in the face of disability and advanced age. She continues to work with a number of community groups on legal education and advocacy activities related to law and aging issues, believing access to this information is essential in supporting an individual’s autonomy in decision-making.
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