At Capacity: The Tough Questions WEBINAR

Tuesday, February 1 12:00pm - 1:00pm PST

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1.0 Credits

Member Price $39.00

Non-Member Price $59.00

Overview

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.

Highlights

What is diminished capacity/incapacity. What to do if you have concerns. How to prepare your files while clients are competent.

Prerequisites

None.

Designed For

CPAs, attorneys, enrolled agents, trustees, and others with fiduciary responsibility.

Objectives

After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.

Preparation

None.

Notice

None.

Leader(s):

  • Sanford Mall

Non-Member Price $59.00

Member Price $39.00