Suggested Topics

Call for Presentations Is Now Closed

This list is not intended to be a comprehensive list of potential topics. Presentations are not limited to topics that fit within this list.

Suggested General Topics

Conflicts of interest – actual and potential
Family dynamics and conflict resolution
Running a fiduciary practice
Improving client communication skills
Risk management
Electronic security
Effective billing
Insurance
Legal liability

Suggested Topic Areas for Conservator of the Person/Agent under Health Care POA

Assessment of living situations
Communicating with adults with diminished capacity
Federal, State, public and community resources including Veterans Affairs
Evaluation of residential care facilities and fiduciary concerns
Home care of adults with diminished capacity
Lanterman-Petris-Short conservatorships (LPS)
Exercising Medical decision authority
Physical and cognitive functional assessments
Rights of residents and patients in residential, board-and-care, group living, and long-term care facilities
Marital and domestic partnership issues
Medi-Cal, Supplemental Security Income, and other public benefits
Medical insurance
Authority to determine least restrictive living situation
Medication management – authority to authorize prescription medication
End of life decision making

Suggested Topic Areas for Conservator of Estate, Probate Administration and Trust Administration

Asset recovery
Marshalling assets
Elder and dependent adult financial abuse and legal remedies
Evaluation of investment securities
Marital and domestic partnership issues
The Prudent Investors Act and authorized investments
Real property asset management, purchases and sales
Administration of Special Needs Trusts
Court accountings
Record keeping
Probate Estate and Trust distribution
Litigation
Legal requirements
Legal authority

Suggested Topic Areas Relating to Taxes

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