Assessment of Capacity in Older Adults - Module 5: Creating and Defending your Expert Report

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CE Credit: 1

Length: 1 hour

Exam Items: 4

Closed captioning provided.

In this module we discuss writing and defending the expert report; illustrated by actual courtroom testimony by Dr. Lichtenberg and his analyses. Cases include the assessment of capacity in a person with dementia and one of suspected undue influence.

Presenter: Peter A. Lichtenberg, PHD, ABPP

Peter A. Lichtenberg, PHD, ABPP is the Director of The Institute of Gerontology and the Merrill Palmer Skillman Institute and Professor of Psychology at Wayne State University in Detroit.  He is particularly interested in the area of intersection between financial capacity and financial exploitation; finding ways to balance autonomy and protection for older adults. In 2013, he published the first nationally representative study on predictors of older adult scam victims. He recently completed the creation of the Lichtenberg Financial Decision Making Rating Scale, and the Lichtenberg Financial Decision Screening Scale: He has authored 7 books and over 200 scientific articles and book chapters in Geropsychology including being the senior editor for the American Psychological Association’s Handbook of Clinical Geropsychology. 

Learning Objective 1
Describe how to form a capacity opinion and how it differs from other clinical opinions and delineate what courts are seeking in written and oral testimony, especially in legal disputes.


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Supplementary Materials

  • Creating and Defending your Expert Report PowerPoint Slides
  • Assessment of Capacity in Older Adults References