September 26, 2017

Ethical Challenges and Responsibilities When Working with Clients with Diminished Capacity

Kerry Peck

Alzheimer’s disease is an illness that causes the progressive decline of a person’s cognitive ability, which is generally described by doctors in stages. These stages are often categorized as mild, moderate, or severe. As you meet with your next hypothetical client, it is imperative that you discuss with the client and the client’s spouse or family whether the client has an Alzheimer’s diagnosis and what stage has been diagnosed. If the client has recently been diagnosed with early or mild Alzheimer’s, then the client very likely retains the mental capacity to execute a new estate plan.

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