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

Course Curriculum

  • 1

    Module One

    • Disclaimer Mp3

    • Activity: Introspection Mp3

    • Activity: Introspection
  • 2

    Module Two

  • 3

    Module Three

    • Filing Considerations: Interested Party Video

    • Module 3 Introduction & Filing Considerations

    • Jurisdiction Animation

    • Jurisdiction

    • Least Restrictive Decision to Appoint a Fiduciary

    • General Duties Video

    • General Duties of Fiduciary

    • Activity: Case Study

    • Activity: Case Study Mp3

    • Module 3 Quiz
  • 4

    Module Four

    • Module 4 Introduction: Probate Court Process

    • Probate Court Process

    • Least Restrictive Decisions

    • Least Restrictive Placement

    • Conclusion Mp3

    • Conclusion

    • Module 4 Quiz
  • 5

    Course Evaluation

    • Course Evaluation for Fiduciary Best Practices

About the instructor

Senior Consultant

Michael Mackniak, JD

Michael Mackniak is an attorney, innovator and strategist.He specializes in coaching wellness professionals: caregivers, decision-makers and fiduciaries to develop comprehensive formulas in order to obtain the necessary services for their loved ones, friends or clients.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 has lectured across the United States demonstrating the effectiveness of proactive planning in avoiding costly and ineffective interventions in all service settings. Commissioners, administrators, directors and clinicians utilize his practical approach to challenging systems issues in a world of decreasing resources and increasing expectations."Saving Melissa: The Seven 7C's for Curing the Mental Health System" offers readers insight and strategies into the process on creating an interrelated service system in their community. The book acts as a guide to all “Helping Professionals” wishing to deliver meaningful programming in the most effective and efficient manner.

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