Older Adult Financial Capacity Assessment Webinar

10 Continuing Education Hours FLYER

The Older Adult Financial Capacity Assessment Course helps psychologists expand their work as experts in legal cases that fall under the jurisdiction of Probate Court. Offered through Wayne State University’s Department of Psychology and the Institute of Gerontology, the course is taught by Institute of Gerontology Director Peter Lichtenberg, PhD, ABPP, and University of Louisville Professor Benjamin Mast, PhD, ABPP. Drs. Lichtenberg and Mast are board certified clinical geropsychologists with years of experience conducting capacity assessments and providing expert testimony in court hearings. The instructors provide background, review actual cases, and discuss capacity assessment approaches across 10 topics. Participants will strengthen their skills and confidence about performing expert work in civil legal cases involving financial capacity, guardianship, and conservatorship, as well as in report writing and testifying in depositions and at trial. The live on-line course will be provided through ZOOM, in 60-minute increments, including 10 min Q and A.

LEARNING OBJECTIVES
At the end of this course, participants will be able to:

1. Discuss ethical issues in capacity assessments and preparing to be an expert

2. Describe core competencies for capacity assessment

3. Conduct whole person assessments

4. Conduct financial capacity assessments

5. Describe financial exploitation and its relationship to capacity assessment

6. Assess undue influence

7. Assess guardianship and conservatorship cases

8. Describe how to work with attorney in giving depositions, and court testimony

9. Assess testamentary and contractual capacity

10. Improve legal case report writing and strategies for enhancing your practice

TO APPLY
Send letter of interest and CV to Dr. Peter Lichtenberg: 313-664-2633 | p.lichtenberg@wayne.edu 

Winter 2024 Schedule
Each session provided through ZOOM
Tuesdays 4:00-5:00 PM EASTERN TIME:
January 23, 30
February 6, 13, 20, 27
March 5, 12, 19, 26

COST
The complete Older Adult Financial Capacity Assessment Course provides 10 CEs in psychology and costs $375.
Fees are payable to the Institute of Gerontology after the applicant is accepted into the course.

PLEASE NOTE
• Participants should be familiar with online webinars. We use Zoom, links will be sent out for each class.
• Participants are responsible for having a stable internet connection.
• We will try to help with technical issues, but support is limited.
• It is recommended that for the first class, participants log onto the site 5-10 minutes before class begins.
• Send your CV and letter of interest to Peter Lichtenberg at p.lichtenberg@wayne.edu

Once approved by Dr. Lichtenber make your payment HERE:

Wayne State University - Department of Psychology is approved by the American Psychological Association to sponsor continuing education for psychologists. Wayne State University - Department of Psychology maintains responsibility for this program and its content.Questions? Contact, Donna MacDonald at donnamacdonald@wayne.edu

REGISTRATION/PAYMENT: Contact, Catherine Blasio at cblasio@wayne.edu