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STANDARD
Deconstructing the Neuropsychological Exam
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions.
Person
Details
STANDARD
Death Before Divorce
With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized.
Estate
Details
STANDARD
Conversations That Matter
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now.
Practice Management
Details
STANDARD
Business Succession Planning for a Fiduciary Practice
This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party.
Practice Management
Details
BEGINNER
Billing and Petitions for Fees
A comprehensive program regarding billing practices and procedures for professional fiduciaries.
Practice Management
Details
STANDARD
Are You Covered? Risk Management and Insurance for Professional Fiduciaries
This presentation will help Professional Fiduciaries.
Practice Management
Details
STANDARD
A Case Study and Conversation About Medical and Fiduciary Ethics
A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with.
Ethics
Details
STANDARD
Addressing Mental Health Needs During A Time Of Social Isolation
Mentally Coping with COVID-19 with Dr. Anna McCarthy
Person
Details
BEGINNER
Tax Returns and Records Retention For Fiduciaries
This course will teach you about Tax Returns and Records Retention For Fiduciaries.
prelicensing
Practice Management
Details
BEGINNER
Prudent Investment Principles and Portfolio Review
This course includes the 40 minute Q&A session after the presentation.
prelicensing
Trusts
Details
BEGINNER
Cultural Diversity and Ethics
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime.
prelicensing
Ethics
Details
BEGINNER
Conflicts of Interest: What You (And Your Clients) Need To Know
Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality?
prelicensing
Person
Details
BEGINNER
Ethical Challenges Facing Fiduciaries
This lesson focuses on the ethical challenges facing fiduciaries in the estate and trust practice.
Ethics
Details
BEGINNER
Ethical Billing Practices
Learning ethical considerations is creating a schedule of fees, NGA Standards of Practice related to billing.
prelicensing
Trusts
Details
BEGINNER
Protecting Yourself From Liability
Fiduciaries need to do everything possible to minimize risk.
prelicensing
Practice Management
Details
BEGINNER
Introduction to Trusts and Trust Management
The presentation covers the three stage process of trust administration.
prelicensing
Trusts
Details
BEGINNER
The Bare Necessities: Medicare, Medi-Cal, Social Security and VA
Many of your clients may need additional help beyond what their resources can provide. Many cases where fiduciaries are involved have significant or adequate resources.
prelicensing
Person
Details
BEGINNER
Managing Challenging Personalities: A Fiduciaries Practice Guide
Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice.
prelicensing
Person
Details
BEGINNER
Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships
This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.
prelicensing
Person
Details
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