On-Demand Video
CC

Using Psychological Testing to Aid in Measuring Capacity (Guardianship & POA Conference 2025 session)


  • City:
  • Start Date:2025-09-16 06:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Elder

$79.00 ProPass

[{"jurisdiction":"Supreme Court of Delaware Commission on Continuing Legal Education","status":"Applied for upon completion","state":"Delaware","credits":"","expiration_date":"September 15, 2026","speciality_credit":[{"category":"General","state_category":"General","credit":"1.0"}]},{"jurisdiction":"Virginia State Bar","status":"Self Apply","state":"Virginia","credits":"","expiration_date":"October 31, 2026","speciality_credit":[{"category":"General","state_category":"General","credit":"1.0"}]},{"jurisdiction":"Supreme Court of New Jersey Board on Continuing Legal Education","status":"Reciprocity ","state":"New Jersey","credits":"","expiration_date":"September 15, 2028","speciality_credit":[{"category":"General","state_category":"General","credit":"1.2"}]},{"jurisdiction":"The Florida Bar","status":"Self Apply","state":"Florida","credits":"","expiration_date":"March 15, 2027","speciality_credit":[{"category":"General","state_category":"General","credit":"1.0"}]},{"jurisdiction":"New York CLE Board","status":"Approved","state":"New York","credits":"","expiration_date":"September 15, 2028","speciality_credit":[{"category":"General","state_category":"Areas of Professional Practice","credit":"1.0"}]},{"jurisdiction":"Supreme Court of Ohio","status":"Approved","state":"Ohio","credits":"","expiration_date":"December 31, 2026","speciality_credit":[{"category":"General","state_category":"General","credit":"1.0"}]},{"jurisdiction":"West Virginia State Bar Continuing Legal Education Commission","status":"Approved","state":"West Virginia","credits":"","expiration_date":"September 15, 2028","speciality_credit":[{"category":"General","state_category":"General","credit":"1.2"}]},{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"September 15, 2027","speciality_credit":[{"category":"General","state_category":"General","credit":"1.0"}]}]
Credit States Status Credits Earn credit until

This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Measuring and defining mental capacity varies across legal and psychological standards. However, standardized psychological evaluations and assessments provide reliable measures of capacity to be used in supporting legal arguments. Mental capacity is a critical component of prosecuting in the criminal system, consenting to medical treatment and life-saving procedures, or establishing guardianship. Understanding the appropriate resources needed and available can strengthen a case for guardianship. This course will provide an overview of psychological assessments for various populations, benefits of clinical interviewing, and use of expert testimony.

Recorded in September 2025.

Faculty

Nora Chatha, Esq.

As Inspire Trust’s Business Development Director, Nora educates individuals who have experienced a life altering injury, loss, or medical event in selecting Inspire Trust Company’s uniquely tailored fiduciary services to comprehensively identify, meet, and address their needs. Nora guides individuals, their loved ones, and their professional advisory teams — including litigation counsel, settlement consultants, case managers, estate and trust planners, and financial advisors — in understanding Inspire Trust’s fiduciary offerings. Prior to joining Inspire Trust, Nora represented corporate fiduciary banks and trust companies, families, special needs loved ones, and professional teams in private practice for nearly 20 years, across all areas of estate, trust, public benefits, capacity, guardianship, and settlement planning and administration, both in and out of court. Nora is a Fellow of the esteemed American College of Trust and Estate Counsel (ACTEC) and a Certified Elder Law Attorney through the National Elder Law Foundation. She received her B.A., summa cum laude, and J.D., with a community service award, from the University of Pittsburgh. Her deep understanding of unique planning needs, combined with her knowledge of fiduciary duties and processes and her prior experience as legal counsel for one of the largest state Medicaid agencies — the Pennsylvania Department of Human Services (formerly Public Welfare) — uniquely equip her in her role at Inspire Trust. Nora serves on the council for the Allegheny County Bar Association Probate and Trust Section and is a research assistant for Pennsylvania’s Joint State Government Commission on Decedents’ Estates and Trusts. She is a frequent volunteer and speaker for various local community, advocacy, nonprofit, and professional groups, including the Pennsylvania Bankers’ Association, the Fiduciary Education Foundation, the Pennsylvania Bar Institute, the National Business Institute, the Trust Education Foundation’s Trust Advisors Forum, and the Children’s Institute of Pittsburgh. In her personal time, Nora enjoys her family, traveling, the outdoors, and a regular yoga practice.


You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.