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Daily Archives: April 19, 2019

4 Tips for Exercising a Financial Power of Attorney through Disability and Dementia with Dan Felix, MCIT

WebinarsBy Kevin QuinnApril 19, 2019
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.
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