Best Practices for Working with Cognitively Impaired Clients and Families
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 29
- Categories:
- Partner Produced | Accounting and Auditing
- Faculty:
- Doug Chalgian
- Course Levels:
- Overview
- Duration:
- 1 Hour
- License:
Description
As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.
Basic Course Information
Learning ObjectivesRecognize signs of cognitive impairment and explain the nuances of power of attorney and trust documents when working with aged clients and their families.
Major Subjects
- Fears of aging
- Legal capacity
- Family dynamics
- The two issues of care and financial matters
- Trust agreements
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Best Practices for Working with Cognitively Impaired Clients and Families Handout (2.4 MB) | Available after Purchase | ||
Faculty
Doug Chalgian Related Seminars and Products
Attorney Douglas G. Chalgian is both certified in elder law by the National Elder Law Foundation and a Fellow with the American College of Trust and Estate Counsel. He is also the only attorney in Michigan who has served as Chair of both the Probate and Estate Planning and Elder Law and Disability Rights Sections of the State Bar. Mr. Chalgian was appointed by the Governor to the Commission on Services to the Aging. He was one of about a dozen attorneys on the Michigan Trust Code Drafting Committee and has been selected five times as one of the top 100 lawyers in Michigan by Super Lawyers Magazine. Mr. Chalgian writes and speaks regularly on the topics of estate planning, elder law, and probate court litigation.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, enrolled agents, trustees, others with fiduciary responsibility
Original Recording Date
2023
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
04/17/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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