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Assessment of Capacity in Older Adults

CE Credit: 7

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Length: 7 hours

Exam Items: 20

Special APA member discount price through January 31, 2018.

This workshop is jointly sponsored by the APA Committee on Aging (CONA) and the APA Continuing Education Committee.

This intermediate workshop discusses three increasingly common areas of capacity assessment for those who work with older adults in private practice, long-term care and other settings: medical consent, independent living capacity, and financial capacity. Following a review of foundational knowledge, participants use case-based learning to identify practical approaches to capacity assessment of older adults

Learning Objective 1
Define capacity as it is used in civil capacity assessment of older adults and delineate the key components of a comprehensive capacity assessment per the ABA-APA model

Learning Objective 2
Describe the general concepts about capacity in law, and specifically about capacity assessment in guardianship law and practice.

Learning Objective 3
Summarize key neurocognitive disorders of aging and how they impact capacity and delineate the role of memory, judgment and awareness in capacity functioning.

Learning Objective 4
List four legal standards for consent capacity and their application in a case.

Learning Objective 5
Describe a framework for evaluations relative to guardianship of person/independent living as well as sexual consent.

Learning Objective 6
Define and distinguish financial capacity, financial exploitation and undue influence.

Learning Objective 7
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.

Presenters: Jennifer A. Moye, PhD, Erica Wood, JD, and Peter A. Lichtenberg, PhD, Rebecca Allen, PhD

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Supplementary Materials

  • Assessment of Capacity In Older Adults PowerPoint Slides
  • Assessment of Capacity to Consent to Treatment (ACCT) Interview
  • Assessment of the Capacity to Consent to Treatment (ACCT) Administration and Technical Manual
  • Capacity to Execute an Advance Directive
  • Adult Guardianship: Capacity Assessment and Elements of Reform PowerPoint Slides
  • Assessment of Capacity in Older Adults References
  • Neurocognitive Disorders of Aging and How They Affect Capacity PowerPoint Slides
  • Medical and Sexual Consent and Visitation PowerPoint Slides
  • Brief Capacity Report
  • Financial Capacity, Financial Exploitation and Undue Influence PowerPoint Slides
  • Assessment of Mr. Blinded’s financial capacity
  • Lichtenberg Financial Decision Screening Scale (LFDSS)
  • Lichtenberg Financial Decision Screening Scale (LFDSS): Instructions for Administration and Scoring
  • Lichtenberg Financial Decision-Making Rating Scale (LFDRS) Short Form
  • Lichtenberg Financial Decision-Making Rating Scale (LFDRS) Short Form - Instructions for Administration
  • Creating and Defending your Expert Report
  • References