Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.
The major topics that will be covered in this class include:
CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.