Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality.
What is diminished capacity/incapacity. What to do if you have concerns. How to prepare your files while clients are competent.
CPAs, attorneys, enrolled agents, trustees, and others with fiduciary responsibility.
After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.
- Sanford Mall
Non-Member Price $59.00
Member Price $39.00