Critical Issues with Incapacitated Patients (1 ML)

• Discuss how “incapacity” is defined legally and explain what it is not, such as dementia, incompetence or senility.
• Examine the problems the medical professional may face in provision/documentation of care to incapacitated patients.
• Explain the importance of estate planning documents prepared by lawyers before medical treatment is rendered.
• Discuss the relationship between estate planning documents and the vital role they play in assisting the medical professional in the treatment of the incapacitated patient.

Bio: Lori works closely with individuals and their professionals, such as income tax preparers, medical caregivers, and investment advisors in giving advice and preparing customized incapacity and estate planning documents.  Lori also works with fiduciaries, both private and professional, and family members in administering conservatorship, probate or trust administrations. Lori assists clients in preparing and executing estate planning documents to memorialize their testamentary wishes, avoid probate, and reduce or eliminate estate taxes, whenever possible, while reducing the likelihood of conflict and promoting efficiencies in administration. In 2012, Lori received the “Top 50 Women in Business” award.  She is actively involved in the Santa Barbara community, serving as a board member of Hospice of Santa Barbara, a member of the Senior Advisory Panel of the Legal Aid Foundation of Santa Barbara; a member of the Planning Giving Committees for the Fund for Santa Barbara and Environmental Defense of Santa Barbara.  Lori is also an Adjunct Faculty member of both the University of California at Santa Barbara (Extension Program for Legal Assistantship Certificate Program and The Certified Financial Planners Program) and at the Santa Barbara/Ventura Colleges of Law (Wills and Trust and Estate Planning). 

CEC: 1 Medicolegal (ML)