Course Category : Person

Are They Prepared? Crisis Planning for Clients and the Role of the Fiduciary

Crisis Planning for Clients with Special Needs and the Role of the Fiduciary

Addressing Mental Health Needs During A Time Of Social Isolation

This course covers the following topics:Identifying mental health issues most likely to be triggered by social isolation/COVID (depression, anxiety, PTSD, substance abuse, suicidality)Education about the importance of behavioral activation, cognitive restructuring, and action plans in alleviating mental health symptoms.How to develop a “COVID care plan.”How to develop a “post-COVID wish list.”

A “How To” Guide for Public Benefits in California

A nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits.

Physical and Cognitive Functional Assessments

Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum. In this presentation, geriatric experts Dr. Mehrdad Ayati, medical advisor to the United States Senate Special Committee on Aging, Dr. Chio Choi, 10-year Occupational Therapist and faculty member of San Jose State University, and Vince […]

Navigating The Regional Center System

Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for […]

Managing Challenging Personalities: A Fiduciaries’ Practice Guide

Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. The consequences often include fiduciary burnout, increased liability, and hours spent on non-billable client management tasks. This presentation offers psychological explanations for understanding problematic client behaviors including unrealistic expectations, oscillating between loving and hating one’s fiduciary, difficulty comprehending complex legal […]