Avoiding the Need for Adult Guardianship and Conservatorship: The Power of Powers of Attorney
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 23
- Categories:
- Partner Produced
- Speaker:
- Sanford (Sandy) J. Mall, JD, CEL A, CAP, VA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
Description
In this course we will review what CPAs should know about Guardianship and Conservatorship as well as Financial and Medical Powers of Attorney. CPAs are among the most trusted professional advisers who clients turn to when they need guidance. Are you prepared to advise a client who has declining capacity? Can you help your client navigate the steps to take if a loved one is or becomes disabled? This course will answer these questions and more and help you and your clients stay out of the Probate Court system.
Basic Course Information
Learning Objectives- Be prepared to advise clients with declining cognitive abilities as well as be empowered to work with those who have legal authority to act for your client.
- Understand the differences between basic boilerplate planning documents and those designed to address many of the issues that commonly arise when your client needs someone to act for them.
- Knowledge of the Probate Court protection process and how to best avoid it.
Major Subjects
- Financial Powers of Attorney
- Medical Powers of Attorney
- Guardianship
- Conservatorship
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Avoiding the Need for Adult Guardianship and Conservatorship Handout (336.6 KB) | Available after Purchase | ||
Speaker
Sanford (Sandy) J. Mall, JD, CEL A, CAP, VA Related Seminars and Products
Founder and Senior Partner
Mall Malisow & Cooney PC, Farmington Hills
Sandy is the founder and senior partner of Mall Malisow & Cooney, PC - The Holistic ElderCare, Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is a nationally board Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA’s Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE). Sandy is a member of the Beaumont Health Institutional Ethics Committee, Educational Sub-Committee and teaches Law and Bioethics at William Beaumont School of Medicine, Oakland University.
Sandy’s credentials including the CELA & CAP designations further distinguishes him in the practice of law as a nationally recognized expert in his practice areas of estate planning, elder law, special needs disability planning and advocacy, VA benefits, Medicaid, Medicare, and probate and estate administration. He was also recognized by Worth Magazine as one of the Top 100 Lawyers in the country and has been selected as a Super Lawyer, Leading Lawyer, Best Lawyers by US News and he maintains an AV rating in Martindale Hubbell. He is a frequent speaker for the legal, accounting, health
care, mental health and financial advisory professions as well as being the author of numerous articles and seminars on all topics within his areas of expertise.
In addition to his membership on the State Bar of Michigan Elder Law & Disability Rights Section Council, he is also a member of the Probate & Estate Section, the Health Care Section and the Social Security Section, the Federal Reserve Money Smart Week Advisory Committee, and Past-Chair of the National Academy of Elder Law Attorneys (NAELA) Government Assistance Programs Section. Sandy is also a member of the ARC, the Financial Planning Association of Michigan, the Academy of Special Needs Planners, the Michigan Association of Justice (MAJ), and Wealth Counsel.
Mall Malisow & Cooney, PC provides holistic legal counseling and advocacy services to individuals, families and estates. The firm's full service legal practice areas include estate planning, business succession planning, elder law, mediation, Medicaid / Medicare beneficiary rights, elder care advocacy, special needs trusts, disability planning and advocacy, VA benefits planning, Social Security Disability and Supplemental Security Income, probate litigation, and estate administration. The firm works collaboratively with professional colleagues throughout Michigan and the United States primarily serving the Oakland, Wayne, Washtenaw, Macomb and Livingston Counties in Michigan.
Sandy and his high school sweetheart wife, Harriet (Dr. Harriet Mall) have been married more than 40 years. They have two married children and four grandchildren.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
All CPAs
Original Recording Date
01/18/2023
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
12/14/2022
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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