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
Introduction Video
Disclaimer
Disclaimer Mp3
Activity: Introspection
Activity: Introspection Mp3
Module Two Introduction & Definitions
Definition of Conservator
FREE PREVIEWVideo: Definition of Conservator
FREE PREVIEWVideo: Guardianship
FREE PREVIEWTrustee POA Health Care Agent
FREE PREVIEWVideo: Trustee
FREE PREVIEWDefinitions Continued
FREE PREVIEWActivity: Case Study Part 1
Activity: Case Study Part 2
Module Two Quiz
Module 3 Introduction & Filing Considerations
Filing Considerations: Interested Party Video
Jurisdiction
Jurisdiction Animation
Least Restrictive Decision to Appoint Video
General Duties of Fiduciary
General Duties Video
Activity: Case Study
Activity: Case Study Mp3
Module 3 Quiz
Probate Court Process
Module 4 Introduction: Probate Court Process
Least Restrictive Decisions & Actions
Least Restrictive Housing
Conclusion
Conclusion Mp3
Module 4 Quiz
Course Evaluation for Fiduciary Best Practices
Michael Mackniak, JD
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