Collaborating Care: An Interdisciplinary Approach to Serving Clients with Declining Capacity 2020 | National Association of Estate Planners & Councils (NAEPC) | 10 March 2020 | The City Club of Cleveland, 850 Euclid Ave 2nd floor, Cleveland, OH 44114, USA
Venue
The City Club of Cleveland
The City Club of Cleveland, 850 Euclid Ave 2nd floor, Cleveland, OH 44114, USA
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| Event Date | Tue Mar 10 EDT (almost 2 years ago) |
| Location |
The City Club of Cleveland
850 Euclid Ave 2nd floor, Cleveland, OH 44114, USA |
| Region | Americas |
Details
Clients are best served when their financial, legal, and health and personal care advisors work together to provide team-based support when the client’s capacity begins to decline. This panel discussion engages professionals from a range of disciplines that intersect when a client’s ongoing capacity to manage his or her day-to-day decision making and/or long-range planning becomes an issue. The conversation topics will include protecting the client’s autonomy to the extent possible and practicable, balancing family concerns and incorporating their assistance where and when appropriate, and navigating ethical constraints that each discipline faces in integrating his or her services with the rest of the client’s care team.
Speakers
2020 Speakers
Mary Ertle
Project Manager, Alzheimer's Association Cleveland Area Chapter
Karen Manning, Atty, CTFA, AEP
Regional Fiduciary Wealth Manager, BNY Mellon Wealth Management
Bridget Ritossa
Owner and Founder, Careplan Geriatric Care Managers
Carmen M. Verhosek, Esq.
Attorney with Wickens Herzer Panza, Avon
Sponsors & Partners
2020 Sponsor
• Heirmark