Course Number: SBAE 4705 (1.5 CEUs/15 Hours)
A conservatorship typically begins with an assessment of the needs of an incapacitated person including health care, insurance coverage, living arrangements, and social circumstances. This course takes participants through the process of identifying and obtaining the services needed within the finances available from the courts or the estate of a conservatee. In addition to identifying the range of services and resources available to the conservator, the course also reviews health care decisions and the components of the advance health care directive. Class discussions emphasize the importance of good communication skills to maintain good relations with family members and various professionals encountered in the execution of conservator duties.
Please note: This program does not permit concurrent enrollment in other courses within the certificate.
Standards and Practices in Professional Fiduciary Management
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