Summary: There is a symptom of the aging process that poses great risk to both you and your clients: it's called "diminished capacity." It exposes your clients to undue influence and financial exploitation and you to lawsuits, regulatory scrutiny, and loss of reputation. It's a virtual minefield of potential missteps and blunders. This presentation will focus on how to identify and address the issues presented by diminished capacity … and protect both you and your clients in the process.
