Legal Capacity: Working with a Questionably Competent Client

Real estate professionals are sometimes required to work with clients with impaired mental capacity, who may be questionably competent or who may be represented by someone in a fiduciary capacity. Wes Fitzwater, J.D. will discuss:

• Various standards of legal capacity
• Practical steps when working with a questionably competent client
• Steps to be taken with an incapacitated client and how to report potential abuse
• Legal tools such as powers of attorney, trusts, and conservatorships
• The duties and liabilities of a fiduciary (POA, trustee, joint account holder)
• The red flags of undue influence and elder abuse

Course Content

This online course is approximately one-and-a-half hours long. It consists of a prerecorded webinar presentation divided into 15 sections. Each video must be watch in its entirety to move onto the next video. A course completion certificate for Oregon CE credit will be issued after completing the course.