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At Capacity: The Tough Questions

  • 04/07/2022
  • 11:00 AM - 12:00 PM
  • Webinar - CPA Crossings

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Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without breaking client confidentiality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

  • After attending this presentation you will be able to help attendees prepare for, identify and respond to the needs of clients with cognitive challenges.
        Program Content:
        • What is diminished capacity/incapacity
        • What to do if you have concerns
        • How to prepare your files while clients are competent
        Designed for: CPAs, Attorneys, Enrolled Agents, Trustees, Others with Fiduciary Responsibility

        Level: Basic

        InstructorSanford J. Mall, JD, CELA, CAP

        Developer:  Sanford J. Mall, JD, CELA, CAP

        CPE Credits: 1

        Area of Study: Specialized Knowledge

        Prerequisite: None


        Visit Us:

        3100 South Columbia Road
        Suite 500
        Grand Forks, ND 58201

        Contact Us: 

         (701) 775-7111
        or (877) 637-2727
        Email: info@ndcpas.org

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