1/11/24 TVEPC Council ZOOM Program

PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

January 11, 2024

"What Lawyers and Other Estate Planning Professionals Should Know about Capacity"

Presented by: 

Bonnie Olsen, PhD, Professor of Clinical Family Medicine,
Vice Chair for Research, Department of Family Medicine

Keck School of Medicine of USC

Join Us January 11

from 5:30pm - 7:00pm

Presentation Summary:

Dr. Olsen will present a conceptual framework for decisional and executive capacity as well as the components of capacity assessment which may serve as the basis for understanding both how and when capacity issues become relevant in estate planning matters for civil attorneys and other estate planning professionals.  She will also propose strategies for those professionals to employ that may help them to determine when clients retain sufficient capacity to proceed with estate planning or enter into contracts and when a formal capacity assessment should be sought from a medical provider.  Lastly, she will provide information that informs assessment for undue influence in this context.

Learning Objectives:

Understand when capacity issues should be considered in estate planning or contractual matters with older adult clients

Describe the components of a capacity assessment

About Our Speaker:

Bonnie Olsen, Ph.D. is a clinical geropsychologist, working in academic medicine for over 25 years. She provides cognitive assessment and psychotherapy in a geriatric primary care setting. As the Vice Chair for Research in the Department of Family Medicine at the Keck School of Medicine at USC, Dr. Olsen is the Principal Investigator on several federally and foundation funded grants focusing on elder abuse identification, prevention, and response in medical settings, facilitating guardianship reform in the court, and interprofessional geriatric clinical education. She has conducted numerous assessments for capacity and lectures on this topic nationally. She has remained dedicated to community service to improve the quality of life for older adults throughout her career.

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org