Looking to make your life easier and to improve client satisfaction? A holistic approach to daily money management and a close relationship with a client’s attorney and other professionals increases client satisfaction and makes your life easier.

This session draws attention to the essential role the Daily Money Manager plays in motivating clients to address legal needed and stimulating cliens to act before the inevitable moment of crises. You will be given access to tools used by lawyers to explain complex legal concepts to clients and tip on how to find the “best” lawyer for your client. Additionally, the program will covr hot topics in elder law, including the changing landscape of powers of attorney, managed Medicaid and Medicare, and the DDM’s responsibility to respond to suspected elder financial abuse and exploitation.