Skip to main content
Not Found

Ethical and Legal Challenges of Working with Minors: Tools to Navigate Mandatory Reporting, Documentation, Boundary Issues, and More

Terry Casey, PhD
Approx. 6 Hours
May 17, 2024
Product Code:
Media Type:
DVD - Also available: In-Person Seminar  2 | Digital Seminar

Other great resources - exclusive savings when you add now!

Tags: APA


Working with minor clients and their families can feel like navigating a minefield.

There can be confusion over changing ethical standards and laws....

Fear that parental factors may cause complications or interfere with treatment...

Anxiety that at any moment we might unintentionally cross a line that could jeopardize our professional license or otherwise put us in legal peril.

As a result, working ethically and legally with children and adolescents requires that mental health professionals have a special set of knowledge, skills, and resources.

So, join Ethics expert Dr. Terry Casey as he shows you how to integrate ethical and legal requirements into your practice and shares the resources and tools you need that will allow you to focus on what truly matters – the well-being of your young clients.

From consent and confidentiality to reporting child abuse and navigating the nuances of divorced parents, he’s shown thousands of therapists how to make ethical decisions with more confidence and less worry.

In this one-day training, Dr. Casey will break it all down with detailed instruction and real-world examples so you know exactly what to do in some of the most challenging ethical/legal situations you face in your work including:

  • How to strike the right balance between transparency and confidentiality
  • Determine when HIPAA or FERPA applies
  • Consent rules and issues involving minors
  • Ways to navigate boundary issues with minors and their parents
  • Access to a minor’s records
  • And so much more!

Get the peace of mind that you are ethically and legally serving the needs of your most vulnerable clients!

Register today!


Planning Committee Disclosure - No relevant relationships

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.

* Credit Note - CE Information Coming Soon

Continuing education credit information is coming soon for this non-interactive self-study package.

CEs may be available for select professions, as listed in the target audience. Hours will be dependent on the actual recording time. Please check with your state licensing board or organization for specific requirements. 

There may be an additional fee for CE certificates. Please contact our Customer Service at 1-800-844-8260 for more details. 

**Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards.


Terry Casey, PhD's Profile

Terry Casey, PhD Related seminars and products

Terry Casey, PhD, is a licensed psychologist, HSP health service provider with over 30 years of professional experience, including a 16-year tenure as the director of counseling & psychological services for a non-profit agency with over 30 counselors at over a dozen locations. He is in private practice in Franklin, Tennessee, teaches ethics and professional issues in counseling at Lipscomb University’s graduate program in clinical mental health counseling, and guest lectures at Trevecca Nazarene University’s PhD program in Clinical counseling. Dr. Casey also served for several years as the chair of the ethics committee for the Tennessee Licensed Professional Counselors’ Association and in an advisory capacity for graduate counseling programs at two universities. He has presented frequently on ethics to organizations such as the American Counseling Association, the Tennessee Licensed Professional Counselors Association, the Nashville Area Association of Christian Counselors, and others. For more information, visit his practice website at


Speaker Disclosures:
Financial: Dr. Terry Casey maintains a private practice and is a faculty member of Lipscomb University. He is a published author and receives royalties. Dr. Casey receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Dr. Terry Casey is a member of the American Psychological Association, the Tennessee Psychological Association, the Tennessee Licensed Professional Counselor Association, and others. For a complete list, please contact

Additional Info

Access for Self-Study (Non-Interactive)

Access never expires for this product.


Visit our FAQ page at or contact us at


  1. Analyze legal and ethical responsibilities when working with minors in clinical practice.
  2. Describe the circumstances in which a parent/guardian or others can legally provide consent for a minor.
  3. Identify the legal and ethical limits within which parents/guardians or others may access a minor’s private records.
  4. Determine ethical implications associated with boundaries, multiple relationships, and power differentials involving minors and parents/guardians.
  5. Outline confidentiality standards for minor clients and when limits to these standards can be applied to the clinical relationship.
  6. Determine the ethical and legal course of action to take in situations involving conflicting desires of divorced parents of minor clients.


Society & Vulnerability of Minors: Navigating Ethical and Legal Issues

  • The ethical and legal landscape
  • Vulnerability and power differentials
  • Federal and state laws outlining legal responsibilities
  • Licensing rules
  • Suggestions & resources for avoiding problems and mitigating risk
  • Limitations of the research and potential risks

The Necessity of a Decision-making Model

  • The Multiple Perspective Model: Step-by-step guide
  • The five essential perspectives
  • Consult, consult, consult
  • Decision & documentation

Different States, Different Laws!

  • Variability among state laws pertaining to minors
  • Documenting that parents are informed
  • Checking assumptions of parents & minors
  • Guidance to parental & minors rights resources

Consent Rules and Issues Involving Minors

  • Consent vs. assent
  • Who can provide consent?
  • Parental rights and consent rules
  • Special rules for older adolescents
  • Informed consent process

Who is the Identified Client and why this Matters

  • When does an individual become a client?
  • Personal representatives
  • Ethical vs. legal considerations

Confidentiality Standards and Limits with Minors

  • Limits of confidentiality
  • Communications with minors and parents
  • Progressive scenarios technique
  • Parental agreements

Parental Rights…and Wrongs

  • Default rights
  • Special situations
  • Exceptions

Responding to Requests for Records

  • Health care records vs. educational records
  • Who has access?
  • Clinical records and psychotherapy notes

Caught in the Middle of Divorced Parents

  • Informed consent process
  • Parenting plans
  • Other legal considerations

Mandatory Reporting: The “what”, “when” and “to whom”

  • Mandatory reporting – state laws
  • Federal definition of child abuse
  • Variability among state laws
  • Ethical considerations

Relationships and Boundaries with Minors

  • Social media policies
  • Boundary issues with minors, and parents/guardians
  • Multiple relationships
  • Power differentials
  • Virtual relationships
  • Vulnerability of minors & potential for exploitation
  • Texting and messaging
  • Physical touch: When it is appropriate, and when it is not Informed consent
  • Organizational policies


  • The Phone Intake - reporting abuse & more
  • Client in a Bind – multiple relationships
  • The Dilemma with Julia – disagreeing parents
  • Ashley’s tweets – multiple relationships & more
  • Celeste and Her Father – parental access to records

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Case Managers
  • Addiction Counselors
  • Therapists
  • Marriage & Family Therapists
  • Nurses
  • Physicians
  • Other Mental Health Professionals


Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.

ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.

PESI Mobile App

Access CE trainings on your phone or tablet through our free mobile app. Choose video or audio-only versions of online courses from the world’s best instructors, and complete your CE requirements anywhere, anytime, at your own pace.

Please wait ...

Back to Top