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Section | Estate Planning, Trust and Probate

Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual)

The Challenge of Creating Effective Advance Directive Protocols that are Legal, Ethical, Moral, and Clinically Acceptable

Speaker
Stanley A. Terman, MD, PhD | Adult Psychiatry

The MCBA Estate Planning, Trust and Probate & Probate Litigation Sections September Meeting (virtual), The Challenge of Creating Effective Advance Directive Protocols that are Legal, Ethical, Moral, and Clinically Acceptable, will be held virtually on Wednesday, September 17th from 12:00 to 1:00 PM via a Zoom Webinar.

Dr. Stanley A. Terman specializes in the intersection of clinical medicine, bioethics, and law. His work often involves navigating complex client needs, particularly for aging individuals, in collaboration with attorneys.

We plan to focus on avoiding advanced dementia as a starting point for the discussion. Dr. Terman will provide an overview of Caring Advocates' Strategic Advance Care Planning protocol, which he has spent two decades developing. This protocol aims to reduce the suffering of patients and families dealing with dementia-related challenges.

This presentation will be particularly valuable for:
- Estate planning attorneys working with older clients who are preparing for dementia.
- Individuals who have witnessed dementia in family or friends and wish to plan for their own future.
- Anyone interested in the intersection of bioethics and legal practice, especially those who enjoy debates on these topics

Time will be reserved for questions and discussions.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS GENERAL/LS (Estate Planning, Trust and Probate Law) CLE Credit.

MCLE Notice: To receive MCLE credit, for in person: you must sign in/out at MCBA registration table. If virtual: you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

1.0 CLE | General

Contact

Denise Belli | Email
Julie Cervetto | Email

09/17/2025 12:00 PM 09/17/2025 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual) The Challenge of Creating Effective Advance Directive Protocols that are Legal, Ethical, Moral, and Clinically Acceptable Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Sep 17, 2025

Members: $ 30
Non-Members: $50

$20 for MCBA Estate Planning, Trust and Probate or Probate Litigation Section Members

Date and Location

Wednesday | September 17, 2025
12:00-1:00P

Zoom Webinar

Speaker Information

Stanley A. Terman, MD, PhD

Adult Psychiatry

Stanley A. Terman's career is dedicated to empowering people to make informed decisions so they can successfully meet challenges in their lives with more pleasure, less suffering, and improved relationships. He considers life a journey that can, at times, be challenging. When problems seem overwhelming, or when one's coping mechanisms seem maxed out, it may be prudent to consult an experienced professional who can combine empathy, insight, wisdom, and skill... to brainstorm and to problem-solve.

Dr. Terman offers "Strategic Advance Care Planning' (patent pending). This protocol is for patients who want their last treating physician to write orders to fully relieve pain and suffering as their lives end, and to write orders so others will not force them to endure a prolonged dying with possible suffering-even if they have "no plug to pull." This protocol must be completed while patients still have capacity. Then, if they do lose capacity in the future, its strategies are designed to overcome common challenges to a peaceful and timely dying.

Dr. Terman created the "Now Care Planning®' (patent pending) protocol to help patients in advanced dementia who did not complete an effective living will. It requires three or more loved ones who are sure that the patient would want to avoid being forced to endure a prolonged dying with possible suffering.

Dr. Terman's general approach to PSYCHIATRIC THERAPY: He uses medications only when necessary and almost always in combination with psychotherapy. He follows the teachings of Buddha, St. Francis of Assisi, Viktor Frankl, Aaron Beck, Albert Ellis, Adrian Wells, Jay Haley, among others. He offers psychodynamic cognitive behavioral therapy with meta-cognitive techniques. His strategies are consistent with existential psychotherapy and he strives to be non-judgmental and to honor patients' values. He considers psychotherapy a journey in which he joins patients in their search for meaning that their current suffering has inspired. He always keeps this in mind: People called patients need to be accepted, although they want help to change.

Dr. Terman's work incorporates the healing potential of relationships, which tend to bring out the best and worst in individuals, from which there can be much to learn. Thus, he often conducts sessions with spouses and/or other family members.

Dr. Terman has written dozens of articles and four books: "Lethal Choice' (a medical thriller that presents a balanced view of Physician-Assisted Dying); "The BEST WAY to Say Goodbye: A Legal Peaceful Choice at the End of Life'; "Peaceful Transitions: Stories of Success and Compassion'; and "Peaceful Transitions: Plan Now, Die Later-Ironclad Strategy.' He also created "My Way Cards'-a patient decision aid that generates a clear and specific Living Will that informs family members and surrogate decision-makers about the patient's wishes so they can make the difficult "WHEN' decision that time has come, for patients in Advanced Dementia.

Dr. Terman is often asked to diagnose Mild Cognitive Impairment and Early Dementia versus normal age-related memory loss. He can assess and document an individual's competence (capacity) in specific areas. These include making medical treatment decisions and handling financial matters.

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