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Consider multiple meetings with your client to help screen for lack of capacity and situations of undue influence.
Undue Influence: Protecting Vulnerable Adults Through Estate Planning
| CLE: 0.75 | Level: Intermediate/Advanced
Dementia or other cognitive impairments can make even an adult vulnerable to undue influence. Protect your vulnerable adult clients from undue influence while shielding their estate plan from undue influence challenges.
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