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Topics relevant to a Professional Fiduciary’s Practice which relate to the various representative capacities in which a Professional Fiduciary serves such as Agent under a Health Care POA, Agent under a Financial POA, Guardian of the Estate, Conservator of the Person and/or Estate, Personal Representative of a Decedent’s Estate or Trustee of a Trust (including Special Needs Trusts).
Suggested topic ideas include:
Assets Administration
- Asset collection
- Evaluation of investments
- Fiduciary Record keeping
- Real property asset management, purchases, and sales
- The Prudent Investors Act and authorized investments by conservator/trustee
- Approaches to the obstacles and difficulties of marshaling
Communication
- Communicating with adults with diminished capacity
- Family dynamics and conflict resolution
- Improving client communication skills
Ethical Issues/Cultural Awareness
- Addressing issues of bias (Race, Gender, Class, etc.)
- Substituted judgement (considering paternalism/maternalism in probate)
- Ethical issues associated with managing a client’s assets
- Culturally centered client conversations and evaluation
Legal Issues
- Mandatory reporting requirements for elder and dependent adult abuse/and other issues (domestic violence, etc.)
- Agent under Power of attorney – authority, responsibilities, reporting requirements
- Elder and dependent adult financial abuse and legal remedies
- Court accountings
- Probate law as it applies to professional fiduciaries
Medical Decision Making
- End-of-life decisions
- Medical decision making by a conservator – authority & best practices
- Medical insurance
- Physical and cognitive functional assessments
Mental Health
- LPS conservatorships
- Working with clients/beneficiaries/family-members suffering from mental illnesses
- Working with psychiatrists in mental health cases
- Medication management for the mentally ill
- Dementia and Mental illness – Diagnosis and Treatment
- Working with alcoholic/drug addicted clients/family-members
Other
- Marital and domestic partnership issues relating to disabled adults
Practice Management
- Running a professional fiduciary practice
- Fiduciary practice risk management – Insurance
- Electronic security
- Fiduciary practice effective/best practices for billing
- Marketing your fiduciary business
Proper Placement & Care
- Client evaluation for best placement
- Evaluation of residential care facilities
- Assessment of living situations
- Rights of residents and patients in residential, board-and-care, group living, and long-term care facilities
- In-home care of disabled adults with and those with diminished capacity
Public Benefits
- Community resources, Veterans Affairs
- Medi-Cal, Supplemental Security Income, and other public benefits
Special/Supplemental Needs Trusts
- Special Needs Trust Administration
- Supplemental needs trusts for addicts
- Supplemental needs trusts for the mentally ill.
- 1st and 3rd party Special Needs Trusts
Taxes
- Tax preparation related to trust administration/conservatorships
- Estate taxes
- International tax issues in trusts and estates
- Decedents Final Returns in Trust and estate administrations