February 08, 2018
February Meeting Minutes
• Announcements
• Introductions
• Speaker: Helen Ferarro-Zaffram, Esq, Supervising Attorney at the Center for Elder Law & Justice
o Speaking on capacity and executing documents
o Legal documents
 Last will and testament
• Typically a lower capacity standard
• Person has to know what they have and who they want to give it to
 Power of Attorney
• Typically a higher capacity standard – contractual capacity
• Can be complicated for a person to understand all that the document is and all that it can do
• Typically completed in at least two meetings with a client
o Important to meet alone with the client up front
• The POA is in effect right when it is signed
 Health Care Proxy
• Typically a lower capacity standard
• Who do you want to make your health care decisions for you
• Have been issues when the patient is getting overlooked and the doctors are defaulting straight to the HCP, without written documentation that the patient is unable to consent
 Questions
• Updates from other agencies
• Next meeting 3/6/18
