Understanding Fiduciary Roles and Practices

An introduction to key concepts and best practices for Decision Makers

This is a basic introduction to the concepts rules and Best Practices of the typical Fiduciary/Caregiving roles. The course will introduce definitions, examples, and quizzes to test your knowledge. The goal of the course is to clearly define the terms, examine current cases and examples from your own experience and real life scenarios. These lessons will give you the tools and knowledge to be successful working directly with clients, loved ones or wards.

Assuming the role as a fiduciary is a major responsibility.

This introductory course will cover the fiduciary lifecycle (from application to termination); the general purpose of a fiduciary and roles and limitations of various fiduciary appointments.

Further, participants will develop a “working” understanding of mental health disorders and the systems designed to assist persons with mental.


Educational Objectives:

·        Understand the general duties and responsibilities of a fiduciary

·        Summarize the difference between those duties versus the concepts of best interest and least restrictive means of intervention

·        Differentiate between the roles of a conservator of person and conservator of estate

·        Develop a basic understanding of mental health disorders

·        Understand the use of the “Strengths Perspective” when working in individuals

·        Understand the systems of care that impact all stakeholders and participants

What's included?

12 Videos
3 Quizzes
1 Multimedia
11 Texts
6 Audios
Michael Mackniak, JD
Michael Mackniak, JD
Senior Consultant

About the instructor

Michael Mackniak,JD is a "recovering attorney" who coaches and consults families and high performance professionals in decision-making and leadership roles. His work in the behavioral health field has garnered national recognition from groups such as the National Association of Social Workers, National Alliance on Mental Health, Probate Judges College and several others. 

Michael provides a team approach to consultation on the most difficult and challenging cases. He holds a law degree from Quinnipiac University, a master’s degree in nonprofit management from Bay Path University, is a National Certified Guardian and a certified brain injury specialist. His programs have received multiple awards and honors including national recognition from Eli Lily’s “Welcome Back Award”, NAMI’s “Hero Award” and the 2015 National College of Probate Judge’s “Isabella Award.”

Michael is the nation’s foremost speaker on interrelated human service systems and developing efficient and effective methods for the delivery of needed resources to our most at need populations.He is a pioneer in the care coordination field and lectures across the country to those providing services to the most at-need populations in our society.Commissioners, administrators, directors and clinicians utilize his practical approach to challenging systems issues in a world of decreasing resources and increasing expectations.

From his home in New England, Michael enjoys Fly Fishing and Falconry (His “F” Words). Along with his daughter, he raises chickens, pea-fowl and all of the mice and chipmunks that eat their food (as well as the occasional bear, raccoon, bobcat, hawk and mink).


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