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Keeping Lay Fiduciaries & You Out of Hot Water (2021)
As an elder law attorney, we have the unique opportunity to represent lay individuals in various fiduciary roles where the stakes and emotions are high --- not to mention that our clients often have no prior experience or possession of the requisite knowledge necessary to successfully carry out their duties. This session will cover educating lay fiduciaries about their responsibilities and the steps you and your client need to take in order to protect yourselves from liability. At the end of the session, you’ll have tools that you can use to be a more effective practitioner to existing and new lay fiduciary clients. 2021 Annual Conference
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2021 NAELA Annual Conference Virtual (bundle)
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