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Advising Clients with Dementia and Their Families

presented by NBI, Inc.
View the NBI, Inc. Profile and Course Listings

Summary

Advising Clients with Dementia and Their Families

Workshop Description/Agenda

Address the Specific Needs of Families Facing Dementia

Dementia devastates every aspect of a person's life, draining clients financially, stripping a person of autonomy and putting incredible strain on the family. Attorneys are in the position to lighten this burden with proper planning and legal advice. Get a practical guide to representing clients with dementia and their families. Register today!

  • Better understand dementia and its effects on your clients.
  • Learn how to properly verify and document client testamentary capacity to prevent future disputes.
  • Plan for future long-term care needs.
  • Find new ways of helping families and caregivers adjust, provide care, and protect family assets.

Agenda

3:00 pm to 4:00 pm Eastern Standard Time
Presenter: Thomas J. Murphy

  1. Understanding Dementia: Diagnosis, Treatment Research, Impact on Clients and Families
  2. Verifying/Documenting Client Capacity: Are the Estate Planning Documents Valid?
  3. Determining Cost of Care and Planning for Nursing Home
  4. Delegation of Decision-Making: POAs and Guardianships
  5. Working with Families and Caregivers
  6. Reducing Litigation Risks
  7. Elder Abuse Signs and Allegations

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, estate planners, investment advisers, paralegals and other legal staff will also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Elder Law

Training Course Summary: Advising Clients with Dementia and Their Families