Developing A Plan To Work With Clients Who Have Mental Illness

This presentation will touch on the areas that a fiduciary needs to consider when working with a client who is mentally ill.  Areas covered will include: 1) Strategies for working with the different mental health diagnoses; 2) Effective communication; and 3) Importance of time management and boundary setting and self care for the fiduciary.


Sylvia Thompson, CMC, NTG

Sylvia Thompson, CMC, NTG

National Task Group of Intellectual Disabilities and Dementia Practices

Sylvia joined LivHOME in 2005, using her mental health and special needs background to advocate for seniors and adults who are challenged by disability. Her expertise and compassion are invaluable when providing guidance to concerned families and professionals with inquiries about appropriate services, local resources and the complications of aging.

Previously, Sylvia worked as a special education itinerant teacher (SEIT) in New York City, providing emotional and physical support for children with special needs as well as to their families. In her role as advocate, Sylvia was often called upon as an expert witness before the Board of Education. In 1992–93, Sylvia worked alongside Mother Teresa and the Missionaries of Charity at Prem Dan in their home for the destitute and dying in Calcutta, India. This led to a lifelong commitment to global volunteerism including 4 years as President of her local NAMI affiliate as well as being a State Trainer for NAMI’s Family Education Class.