Are They Prepared? Crisis Planning for Clients and the Role of the Fiduciary

Cost: PFAC Member $50 – Non-Member $70

Speakers: Ann Koerner, RN, BSN, CRRN

CEU Awarded: 1.0 Person

Presented Date: 08/28/2021

About the Course

Crisis Planning for Clients with Special Needs and the Role of the Fiduciary

Ann Koerner, RN, BSN, CRRN

Ann Koerner is President and Founder of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees. National Care Advisors provides care and quality of life planning services for those families faced with physical disability, mental illness, developmental disability, or eldercare issues. Services include planning and case management applicable to Special Needs Trusts and government benefits preservation. National Care Advisors also specializes in post-litigation resolution consulting services specific to lien negotiation, Medicare Set Aside projections and administration.

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Instructors

Ann Koerner, RN, BSN, CRRN

Ann Koerner is President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners, fiduciaries and trustees. National Care Advisors provides care and quality of life planning services for those families faced with physical disability, mental illness, developmental disability, or eldercare issues. Services include planning and case management applicable to Special Needs Trusts and government benefits preservation. National Care Advisors also specializes in post-litigation resolution consulting services specific to lien negotiation, Medicare Set Aside projections and administration.

Prior to the inception of National Care Advisors in 2008, Ann’s nursing practice has been dedicated to developing effective disability management solutions for injured and ill workers. As a result of her work with many national corporations, Ann possesses extensive business knowledge of case management, utilization review, third party payers, workers’ compensation, private insurance companies and government resources.

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