by frt_admin | Sep 24, 2022 | Uncategorized
September 14, 2022 From “Where Did I Put My Keys?” to “What Keys?”: Signs That Your Clients May Be Losing Capacity Cognitive changes occur with normal aging. But where’s the line between normal changes and pathology that significantly (and legally) affects a client’s...
by frt_admin | Jun 13, 2022 | Uncategorized
June 8, 2022 Dementia: A Family Perspective Dementia is a vast subject and has been presented on several levels and several forums, more from a clinical and statistical perspective. To look at the same from a different angle, from the angle of a family who has a loved...
by frt_admin | May 11, 2022 | Uncategorized
May 11, 2022 Planning for Real Property Transfer after Proposition 19 What has changed, what hasn’t, and how to use LLCs to get similar results after the passage of Proposition 19. Presented by: Joshua R. Driskell, Managing Partner, Lagerlof, LLP Mr. Driskell focuses...
by frt_admin | Apr 13, 2022 | Uncategorized
April 13, 2022 Aging in America We are all familiar with the topic and idea of aging – some of us even work in the field where we interact with seniors everyday! This presentation takes a look at how the concept of aging has changed over the years and what it will...
by frt_admin | Mar 9, 2022 | Uncategorized
March 9, 2022 Long Term Care is the #1 Unplanned Expense For Seniors: Why is this important for Fiduciaries and for anyone who offers financial advising? What is long-term care? How is it paid for? Where is care received? What are the care options? Why is...
by frt_admin | Feb 9, 2022 | Uncategorized
Topic: Who’s in Charge Anyway? February 9, 2022 This month’s presentation about caregivers is inspired by the Netflix hit movie “I Care A Lot” Starring Rosamund Pike Click here for a copy of this presention. • What is Sovereignty? Could the events of the movie really...
