At Capacity: The Tough Questions (1 hour)

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Jul 22, 2020

Registration: 5:30 AM / Program: 6:00 AM - 7:00 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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.

Designed For

CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility

Objectives

After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.

Major Subjects

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


This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.