Course Category : Person
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.
Financial Elder Abuse, What’s Involved and Is It Worth the Time and Expense?
Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by an elderly person. Therefore it’s important that the fiduciary be able to identify the various means by which financial elder abuse occurs. […]
Deconstructing the Neuropsychological Exam
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions: What are the domains of cognitive functioning included in an exam; how is data used for diagnosis and treatment planning; how can this information help patients and families; what is the difference between a clinical and medical/legal […]
Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. The “gray area” of client best interest has come under heated debate from parties who would advocate against standard Conservatorship practices as well against CA Licensed Fiduciaries. Codified Probate Court procedures and accountings can offer […]
Conflicts of Interest: What You (And Your Clients) Need to Know!
Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality? What about attorneys who refer you cases and who may owe duties to you and to others? This is the course for identifying and […]
Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership
The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce greater client outcomes together than the sum of their separate effects. Moreover, the discussion will point out Aging Life Care Managers function as problem solvers to make the lives of […]