In Events, PK Law Learning Center

Ethical Considerations When Dealing With Difficult Clients and Dysfunctional Families


Saturday, March 7, 2020 – 8:30 –12:00 p.m.

Heartlands Senior Living at Ellicott City

3004 North Ridge Road

Ellicott City, MD 21043

Please RSVP by Monday, March 2 to Kyla Prout: or call (410) 461-9494


Sponsored by: HeartLands Senior Living at Ellicott City, BrightStar Care of Howard County and PK Law


Speaker Name: Cheryl A. Jones

Cheryl is a Member in PK LAW’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, and corporate executives in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies.


Program Summary: Situations involving patients with limited or diminished capacity are often fertile ground for conflict. When patient’s preferences aren’t clear, or when the patient is a child, caregivers and family members may not agree with one another, or with the medical team. How should case managers and social workers respond when faced with this situation and still advocate for the patient’s interests? This three-hour seminar will explore the framework of patient capacity and identity, identify the legal issues surrounding who can act for the patient, and address special ethical problems that arise when dealing with elderly individuals, using case studies to help attendees develop strategies for dealing with difficult situations.


Agenda: Distribution of copies of the Maryland Board of Social Workers’ Code of Ethics, COMAR 10.02.03 and the CCMC Code of Professional Conduct.  

Confidentiality and Privacy Issues in Identifying the Patient and His/Her Rights

  • Legal and Ethical Concerns When Addressing Capacity
  • Identifying Who Can Act
  • Legal Considerations When There’s No One To Act
  • Surrogate Decision Making/Guardianship/Supported Decisions With Family Conflict
  • Ensuring a Decision Maker Has Legal Authority
  • Ethical Considerations For Surrogate Decision Makers
  • Supportive Decision Making and Estate Planning Issues
  • Handling Conflict Between Health Care Providers and Family Members
  • Special Ethical Issues Related to the Elderly
  • Elder Abuse and Mandatory Reporting Issues – When to Get Involved
  • Safety Issues In The Home After Discharge
  • Financial Abuse Scenarios
  • Documentation Liability – Follow Up/Follow Through and Non-Compliance
  • End of Life Decision Making and Conflicts With Agents/Family Members

CEU Credits: 3 hours for social workers; 3 hours for nurse case managers