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Live Webcast Replay

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:

Dates


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 Objectives

Recognize 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

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

Prerequisites

None


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 Policy

Please 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.


Reviews

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Overall:      4.5

Total Reviews: 29