Are your clients showing signs of impairment that is affecting their financial lives? Accountants and financial planners are on the front line and are often the first to see signs of impairment. This course, provided by an Elder Law attorney and professional guardian, will help you recognize the signs and suggest steps you can take to help your clients and their families suffering from cognitive loss that will affect their financial lives.

Learning Objectives: 

• Recognize indications that a guardianship may be needed 


• Identify how to approach your clients and their families on this sensitive topic


• List the different types of guardianships and goals of each appointment process 


• Define contested vs. uncontested guardianships


• Determine when it is better to have a professional guardian vs. a family guardian


• Determine how to calculate expected costs and fees