Clients with dementia and other impairments to capacity pose a unique and additional set of challenges to the successful work of the Financial Power of Attorney. Master Certified Trustee Dan Felix discusses how the Financial Power Holder can work with the family to over-come these challenges for the maximum benefit of all concerned.
Independent Trustee Alliance
Alliance Partners
ITA would like to thank our Alliance Partners for teaming up with ITA to advance the interests of the professional trustee community. More information about our partnerships is available on our Alliance Partnership Program page.
