Informal Opinion Number: 20000208
Attorney prepared a will for Client several years ago. There has been no contact between Attorney and Client since that time. Attorney was recently contacted by a second attorney and that attorney requested that Attorney provide information about Client’s mental condition on or about that time. The second attorney is representing Client in a medical malpractice action.
Question 1: May Attorney discuss competency without a court order if Client is capable of giving consent?
Question 2: May Attorney discuss competency without a court order if Client is incapable of giving consent?
Question 3: May Attorney discuss competency without a court order if Client is incapable of giving consent but a child of Client is named as attorney-in-fact under a durable power of attorney?
Answer 1: Yes. If Client has the capacity to consent to the disclosure and does so, Rule 4 dash–1.6 would not preclude Attorney from discussing Client’s competency.
Answer 2: No. Attorney may not reveal information relating to Attorney’s representation of Client if Client is incapable of consenting to the disclosure. If a guardian has been appointed, Attorney may discuss Client’s competency, if the guardian consents.
Answer 3: It would depend on the exact terms of the durable power of attorney.
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