Estate Planning: Wills, Trusts, and Tools for Peace of Mind

Course Provider
Learning Objectives
Identify key estate planning documents relevant to care coordination and decision-making.
Recognize planning gaps that may delay care transitions or discharge.
Assess risks created by missing or outdated legal authority.
Differentiate the roles of wills, trusts, powers of attorney, and healthcare directives in crisis situations.
Evaluate how inadequate planning contributes to family conflict or ethical challenges.
Apply special needs trust principles to protect public benefits.
Communicate the importance of estate planning in relation to care needs.
Integrate estate planning considerations into interdisciplinary care planning.
Refer clients to appropriate legal and community resources.
Advocate for proactive planning to support client autonomy and safety.
Course Offering: Meeting, Seminar, Workshop, or Webinar - Live (delivered in real time)
Domain Focus: Care Management, Ethical, Legal, and Practice Standards, Psychosocial Concepts and Support Systems, Quality and Outcomes Evaluation and Measurements
Start Date:
End Date:
CE Credits: 1.00
Fee: $0.00