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Description
The presentation will discuss the distinct ways fiduciaries can support vulnerable individuals, how fiduciary involvement can shape long-term outcomes, and the complexities that arise when navigating client needs across different phases of life. It will equip planners with knowledge they can immediately apply in their practice.
Learning Objectives
1. Understanding client needs and how to partner with elder care service providers.
2. Navigating long-term planning at the intersection of health, preferences, and finances.
3. Discussion of different legal authorities and how to work with your clients and their estate plan.