Fiduciary Representation When Healthcare Professionals Cross Boundaries & Being Informed about Hospitals Refusing to Admit Your Clients
Dear :

Being an attorney is a stressful job especially when you represent older adults who may be neglected or have dysfunctional families who prevent care.

Raise your hand if you experience any of the following?

  • You are responsible for initiating estate plans, guardianship or conservatorship petitions, and representing professionals and family members who serve in the role of a fiduciary.
  • You receive phone calls from family members who feel threatened by adult protective services or healthcare providers alleging that your client is not appropriately caring for a loved one.
  • You feel like you are a referee and a therapist for some of your clients who create ongoing drama. Why can’t everyone just get along?
  • Then there is the other hat of growing your practice. Will there ever be a work life balance?
Attorneys have a professional duty to serve as an expert, a counselor, a leader, and at times a mediator. You seek to become the best resource for your clients because expertise is valued. As in all professions—there’s not time to be an expert at everything.


Then you’ll LOVE this opportunity to short cut the learning process and be able to support clients who are aging and experiencing significant health issues. Not to mention all of the related unexpected complication of aging navigating the healthcare system. Plus receive information about hot topics that are affecting your clients.

I’ve been a family caregiver and a professional care advocate for over 20 years. It has been my pleasure to work and be represented by the best elder law attorneys in my role as fiduciary. Collaboration results in better care for all.

Check out my newsletter article about healthcare professionals interfering in the lives of your clients.
Elder Law and Probate Attorneys: Fiduciary Representation When Health Professionals Caring for Older Adults Cross Boundaries
Health professionals in all specialties become overly attached to clients visiting their practices, living in care communities, or those visited in private homes. Relationships of care, between the health professional and the older adult, become personal. The older adult is viewed as a possession by the health professional—that must be protected at all costs—from the interference of others. As the frequency of these boundary infractions increases, it is more likely that elder law and probate attorneys will be contacted for fiduciary representation. CLICK HERE TO READ MORE.
Interested in collaborating with colleagues in complementary areas? Healthcare, estate planning, and elderlaw?

CLICK HERE to join my private Facebook Professional caregiver support group. We hit, heat-on, difficult client issues that are faced in our industries.

CLICK HERE to subscribe to access articles, podcasts, videos and more in The Caring Generation® Professional Library.

Become more educated and an expert resource for your clients. The time is now.

A bonus article for this month. Are you aware that hospitals may not admit your clients for care?
Older Adults Placed at Healthcare Risks by Hospitals Seeking to Avoid Financial Readmissions Penalties
On October 2, 2012 the Centers for Medicare and Medicaid Services, through the Affordable Care Act Section 3025, began implementing policies to reduce hospital re-admissions by older adult Medicare beneficiaries. (1)  What this means for older adults is that hospitals are financially penalized if there is a return to any hospital within 30 days of discharge for specific conditions. Surprise exists that hospitals have found a way around the readmission penalties placing the healthcare of older adults at risk.  CLICK HERE TO READ MORE.
Questions? Reply to this email and let me know how I might be of service. Do a good deed and help a professional colleague. Forward this email to someone you feel who might find this information helpful.

In gratitude and service,

Pamela D. Wilson MS, BS/BA, CG, CSA

Caregiving Expert, Advocate, and Speaker

P.S.  And if you have clients who are caregivers or care receivers, send them to my website for free information.
Pamela D. Wilson, MS, BS/BA, CG, CSA, a National Certified Guardian and Certified Senior Advisor, is a caregiving and elder care expert, advocate, and speaker. Pamela offers family caregivers programming and support to navigate the challenges of providing, navigating, and planning for care. She guides professionals practicing in estate planning, elder and probate law, and financial planning to create plans to address unexpected concerns identified in her past role as a professional fiduciary. Healthcare professionals are supported by Pamela’s expertise to increase responsiveness and sensitivity to the extensive range of care challenges faced by care recipients and caregivers.

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Pamela D. Wilson, P.O. Box 18349, Golden, CO 80402 888-393-7757, United States

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