Got Capacity? Selecting and Applying Mental Capacity Standards

March 25, 2021

California Lawyers Association, Trusts and Estates Section

Downey Brand partner and trust and estate litigator Jeffrey Galvin is co-presenting with Jerilyn Paik on a webinar regarding the selection and application of mental capacity standards. The webinar, hosted by the Trust and Litigation Section of the California Lawyers Association, is on March 25, 2021, from 12-1:00 pm. In their presentation, Jeff and Jerilyn will review the rules that apply to mental capacity and apply them to some of the following estate planning situations:

  1. What are the governing capacity standards in estate planning and other civil law contexts?
  2. How should an estate planner evaluate and document a client’s capacity to make or change an estate plan?
  3. What ethical obligations and potential liability does a lawyer have?
  4. How will a court review a mental capacity challenge to a document, and how does the estate planner’s testimony fit into the puzzle?

For more information and to register, please visit the California Lawyers Association Event Page.