DESIGNED FOR
CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility
BENEFITS
After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.
HIGHLIGHTS
The major topics that will be covered in this class include:
- What is diminished capacity/incapacity
- What to do if you have concerns
- How to prepare your files while clients are competent
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None