Course Category : Person

Mental Health and the Holidays

Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability

The Critical Role of Caregiving Technology

Ms. Symonds will present and explain the importance of modern technological devices that can be lifesaving when locating a wandering client.

Elder Abuse and the Criminal Justice System

Contra Costa County Deputy District Attorney Mary Knox will provide an overview of investigative and charging processes for elder abuse crimes in Contra Costa County. Ms. Know will highlight her office’s elder abuse investigative and prevention system.

Developing A Plan to Work With Clients Who Have Mental Illness

As fiduciaries, we work every day with clients with mental illnesses and mental disorders. Our clients can be difficult or downright impossible to work with at times. This webinar will educate us more fully about mental illness and teach us strategies for working with the different diagnoses. Ms. Thompson will discuss communication styles, boundary setting […]

Where’s the FUN in DysFUNctional Families: Interactive Case Studies

Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations. The team will address how best to “wow” and persuade the judge to implement their solutions. The case studies will be derived from the practices and […]

The Neuropsychological Approach to Capacity: A Deeper Dive

Dr. Jonathan Canick, Ph.D., will be presenting educational information to help fiduciaries more deeply understand the neuropsychological capacity approach. Objectives include: Provide insight into what neuropsychologists do according to their professional credentials and training when conducting a capacity evaluation under Probate Code 811 and when making a diagnosis. Help fiduciaries gain clarity about the benefit […]

The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

Many of your clients may need additional help beyond what their resources can provide. It is the job of the private professional fiduciary to “Look for the Bare Necessities, the Simple Bare Necessities” and ensure that all available benefits are being received. Many cases where fiduciaries are involved have significant or adequate resources. Some cases […]

The (Not So) Dumb Questions You are Too Scared to Ask

This is a panel presentation by an attorney, private professional fiduciary and certified public accountant. This presentation will cover the basics of setting up a client file, to picking the right team to assist you, as well as will answer questions about what most private professional fiduciaries think they should already know, or have questions […]

Here Today, Gone Tomorrow: A Fiduciary’s Guide To Attorney-Client Privilege

Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. The attorney-client privilege rules as applied in the fiduciary context are exceedingly complex, and one accidental misstep can expose your private communications to the world (or, more ominously, to a contentious beneficiary or dissatisfied […]

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships

This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.