The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”
March 19, 2017
When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”
March 19, 2017
Reporting Elder Abuse: Should I? Must I? Or Must I Not?
$25.00
Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals. These are especially prevalent in the health care and financial fields. However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information. Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers and Sheila K. Robello
PREVIEW:
Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals. These are especially prevalent in the health care and financial fields. However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information. Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers and Sheila K. Robello
Related products
-
Add to cart
When Does Incapacity Limit Your Clients’ Rights
$0.00Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Dr. Diane Darby Beach and Scott Stewart*SCROLL DOWN FOR FREE RECORDING*
-
Add to cart
ElderCounsel
$25.00Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
-
Add to cart
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.