"Working with Clients with Diminished Capacity"
Estate planning professionals of all disciplines can frequently find themselves working with clients, or family members of clients, who are struggling with memory problems, dementia, or other mental health and capacity issues. Do you know where the boundary lines are when working with such individuals? Are you creating legal liability to you and your company when doing so? Please join us for a critically important discussion of this potentially hazardous, yet potentially very rewarding, aspect of estate planning. Our speaker, Provo estate planning and guardianship attorney Bill Jeffs has years of experience and expertise in navigating these types of matters.
William M. Jeffs’ practice primarily focuses on estate planning, including wills, trusts, advanced health care directives and powers of attorney, probate and trust administration (after-death administration), guardianships and conservatorships and business formations. He is regularly appointed by the courts as the attorney for the incapacitated person, personal representative, guardian and conservator serving in that capacity in hundreds of cases. He has been involved in over 550 guardianship matters representing incapacitated individuals.
William has worked at Jeffs & Jeffs, P.C. as long as he can remember. He has bad memories of filing checks, correspondence and pleadings into the individual files of the clients. He enjoys helping individuals work through their concerns and problems in areas that they are unfamiliar with, such as estate planning and caring for the aging and handicapped.
When not at work, he enjoys spending time with his wife, Joanne, and their five children and two grandchildren. As a family, they enjoy running, especially trail running, biking, playing cribbage with his 16-year-old son and attempting to golf. He has participated in a number of endurance trail runs and has run in Rim to Rim at the Grand Canyon, the Timpanogos Trail Marathon and hopes to run a 100K trail run in the future.