Focus on Function, Not Age, When Working with Clients

January 30, 2023

"Trust Me!" Podcast

Join Downey Brand partner and trust and estate litigator Jeff Galvin for a conversation with neuropsychologist Jonathan Canick about the interplay between aging and an elder client’s capacity to execute estate planning documents. Aging itself has no direct effect on mental capacity, but ageist stereotypes and implicit biases abound. Indeed, many physicians mistakenly assume that advancing age results in cognitive decline. At the same time, mental function deficits are often overlooked in clinical settings and may inhibit a person’s ability to make decisions. How then, if at all, should estate planners consider the age of their clients when undertaking estate planning?

Visit the “Trust Me!” podcast page to hear the full conversation.