SF Estate Planning Council Event: Planning & Applied Practice Considerations of Aging & Cognition
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SF Estate Planning Council Event: Planning & Applied Practice Considerations of Aging & Cognition

San Francisco Estate Planning Council Event

When: Friday, October 2nd
From 8am until 1pm
Where: Golden Gate University
536 Mission Street
San Francisco
Contact: Christine Maderos

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San Francisco Estate Planning Council and Golden Gate University School of Law, LLM in Estate Planning, Trust, and Probate Program join together in presenting a morning symposium:


The Planning and Applied Practice Considerations of Aging and Cognition

Friday, October 2, 2015 8:00 AM to 1:00 PM

With practitioners increasingly caught between the duties of confidentiality, professional conduct and the moral imperative to intervene in dementia-related situations, it appears once again the law is behind the times with an important societal phenomenon. This half-day symposium featuring keynote speakers as well as panel discussions will explore the legal, emotional, and applied practice considerations of aging and cognition in our client bases.

8:00 – 8:30 am Registration & Coffee/Pastries

8:30 – 8:40 am Welcome and Opening Remarks

8:40 – 9:40 am Morning Keynote: Jonathan D. Canick, Ph.D.: “Aging, Cognition & Capacity”

9:40 – 10:40 am Panel 1: “Capacity Standards & Their Implications”

10:40 – 10:55 am Break

10:55 – 11:55 am Panel 2: “Caught Between Confidentiality & Moral Imperative: Should I, Can I, How Do I Intervene?”

Noon - 1:00 pm Lunch, Keynote: Dale E. Bredeson, M.D., Founding President, Buck Institute for Research on Aging: “MEND Program for Cognitive Improvement (MEND = Metabolic Enhancement for Neurodegeneration)”

1:00 pm Conclude

Panelists to date include David W. Baer, Partner, Hartog & Baer; Lawrence J. Nelson, Associate Professor of Philosophy, Santa Clara University; Katherine Ragusa, Senior Counsel, Wells Fargo Law Department; Caron, Schmierer, Fiduciary Resources; Kirsten Weisser, Managing Director, Evercore Wealth Management and Honorable Marshall Whitley, Director of LL.M. Tax and Estate Planning Programs


Golden Gate University, located at 536 Mission Street (between First and Second Streets) in San Francisco. More info


Payment: $85.00 per member or guest (includes coffee/pastries and lunch)


Online registration closes Wednesday, September 30th!


Continuing Education Credit:

This event qualifies for 4.0 hours of MCLE credits, and MCLE Legal Specialist Credits in Estate Planning, Trust, and Probate Law.


The San Francisco Estate Planning Council is a State Bar of California approved Provider.

CPA & CFP®: A sign-in sheet and an attendance certificate are provided.

Questions: Christine Maderos at 925.566.8590

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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