Capacity Matters - Best Practice Guidance for Lawyers and Accountants - 3 May 2018 (On Demand)


Many professionals face the thorny issue of suspecting that their clients have compromised capacity. This may have significant impact upon the decisions clients make and whether their preferences are honoured. In response, this webinar explains the significance of capacity in the legal and financial setting.

Designed for practitioners across their careers, this webinar details where New Zealand law refers to capacity, the gaps in legislation and efforts for legal reform. Also, the distinction will be explained between a routine capacity assessment by a lawyer or accountant versus an assessment by a clinician.
Using a case study, the process of conducting an assessment will be illuminated.

Tips for best practice will include raising the sensitive issue of a medical assessment with clients.

Although the information will be relevant to clients with diverse conditions and ages, the case study will involve a person with dementia.


  • Appreciation of the significance of capacity in professional dealings with our clients
  • Tips on best practice in working with clients with compromised capacity
  • Understanding of the difference between a capacity assessment by a lawyer and by a clinician
  • Knowledge of how lawyers undertake a capacity assessment
  • Recommendations for raising the sensitive issue of capacity with clients


3 May 2018


Lawyers, barristers, accountants, professional support staff.


Professor Kate Diesfeld, Professor of Law at Auckland University of Technology.

Dr Mark Fisher, Service Clinical Director for Liaison Psychiatry and Mental Health Service for Older People at Auckland District Health Board.

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑ and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.