Shana Siegel Speaks on Legal Planning for Vulnerable Adults

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, virtually presented “Specialized Legal Planning for Vulnerable Adults and Ethical Considerations Representing Clients with Diminished Capacity” on Monday, March 29, 2021, co-sponsored by the Federal Bar Association and myLawCLE.

“In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. It is our duty to assist those who are vulnerable and to educate others who do the same,” said Siegel.

Legal Planning for Vulnerable Adults

Older adults and individuals with special needs face many challenges, but those without close family members are particularly at risk. This session helps identify clients who may be vulnerable and need specialized legal planning. Discussion topics include drafting documents to ensure clients’ rights are protected and ways to address the risk of exploitation, legal issues surrounding health care decision making for vulnerable adults, and ethical issues attorneys face when representing a client with diminished capacity as well as when acting as a fiduciary for a client or former client.

This live webinar is now accessible on-demand, viewable for up to one year. One general and one ethics CLE credit may be earned, depending on state availability. For more information and to purchase the on-demand video for $195, please visit mylawcle.com.

About Shana Siegel

Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Prior to joining Norris McLaughlin, Siegel was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. Siegel is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

Siegel is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

 Save as PDF