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Mental Health Directives in Estate-Planning EngagementsMental Health Directives in Estate-Planning Engagements

Ask clients about underlying psychiatric conditions

Moira S. Laidlaw

July 22, 2021

12 Min Read
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As estate-planning professionals, we help clients plan in the event of incapacity, not just death. While clients may come into our offices worried about death and taxes, we educate them that equally worrisome, and sometimes far more legally complicated, is incapacity. We proceed to help them guard against it by using our mainstay advance directives: health care proxies, livings wills and powers of attorney. But are we using all of the advance directives available to us? One often unknown and underutilized directive is the psychiatric advance directive (PAD).  

Why Needed?

PADs are critical because during an acute psychiatric episode, patients lack capacity to give informed consent for treatment. Involuntary treatment laws are designed to s...

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About the Author

Moira S. Laidlaw

Hollis Laidlaw & Simon P.C.

Moira is admitted to practice in New York, Connecticut and New Jersey.  Her firm has offices in New York and Connecticut.  Moira is the former Co-Chair of the New York State Bar Association’s Elder Law and Special Needs Section’s Committee on Mental Health and the current Co-Chair of the Westchester County Trusts & Estates Committee.  Moira’s practice encompasses a broad range of trust and estate planning services, including wills, trusts, estate administration, guardianship and mental health law. She is a Certified Elder Law Attorney (CELA), administered by the National Elder Law Foundation and accredited by the American Bar Association.