Suggested Topics

Suggested Topics

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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

Communication

Ethical Issues/Cultural Awareness

Legal Issues

Medical Decision Making

Mental Health

Other

Practice Management

Proper Placement & Care

Public Benefits

Special/Supplemental Needs Trusts

Taxes