Best Practices for Working with Cognitively Impaired Clients and Families
Thursday, February 22, 2024 | 1:30 pm - 2:30 pm
Course # 144537 | by ACPEN
Members SAVE $20
Speakers: Douglas G. Chalgian
Time: 1:30 pm - 2:30 pm
Total Credits: 1.0
Earn Up To: 1.0 OT credits
Level: Overview
Vendor: ACPEN

What you will learn

Recognize signs of cognitive impairment and explain the nuances of power of attorney and trust documents when working with aged clients and their families.


As the average lifespan continues trending near or more than 100, professionals are increasingly faced with the prospect of discerning if their aged client has sufficient capacity to make their own decisions. Know what must be done if you suspect your client has become vulnerable to financial exploitation and gain understanding of the nuances of power of attorney and trust documents.


Advanced Preparation:

  • Fears of aging
  • Legal capacity
  • Family dynamics
  • The two issues of care and financial matters
  • Trust agreements
CPAs, enrolled agents, trustees, others with fiduciary responsibility
  • Specialized Knowledge
  • Douglas G. Chalgian
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.