Bar Association of San Francisco 

 

The Bar Association of San Francisco presents:

 

Risks and Solutions in Managing Senior Clients

 

August 2, 2018: 12:00 pm - 1:30 pm

MCLE Credits - 1.5 H, in Legal Ethics.

 

 

 

 

 

 

 

 

"A guide for legal, financial and business professionals"

 

Speakers

Carolyn Rosenblatt
Elder Law Attorney & Mediator, Co-Founder of Agingparents.com

Dr. Mikol Davis
Geriartirc Psychologist, Co-Founder of Agingparents.com

Moderator
Mark Eshman
Co-Founder, ClearRock Capital

 

Topics

• Ethics: how to follow conscience without breaking confidentiality
• Estate planning gap: from preparing documents to discussing with successors when to assume that role
• How to deal with the numerous domains of diminished capacity and the corresponding elder abuse

Note: ClearRock Capital and the Bar Association of San Francisco are not affiliated.

 

Location

Online Only

 

Schedule

Program 12:00 p.m. - 1:30 p.m.

 

Event Code: R180066

 

 

Questions about our seminars and the registration process?