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Anatomy of a Conservator: A High Level Look at the Expectations, Responsibilities, Restrictions, and Resources of the Role

  • Accountant
  • CPA/ABV
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS

Published: July, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Definition of a conservator
    6 mins
  • Different types of conservatorships
    9 mins
  • Legal responsibilities of a conservator
    11 mins
  • When conflicts arise
    37 mins
  • Time considerations
    47 mins

Course Description

Ask anyone who has never been an Executor of a will and they’ll tell you it’s an honor. 

Ask anyone who has already done the job and they’ll tell you it was more time-consuming than they could have imagined.

The role of the Conservator is even less forgiving. Questions about what to expect may elicit blank looks; not many estates professionals work through the process often enough to know the answers. The Conservator has many broad powers as well as some limitations; because this role is court-appointed there are legal filings required and court oversight on some actions. The seemingly daily decisions regarding the person and the estate can feel overwhelming and relentless. Despite the numerous responsibilities, it is an important role, nonetheless.

This CPE webinar looks at the general and specific responsibilities of the role and offers a look at the expectations a Conservator will face, from someone in the trenches. Whether you are an appointed Conservator or counsel people who are, this course will inform and instruct you using real-world situations. 

This online CPE course is led by Ilene Slatko, a speaker and serial entrepreneur who currently coaches clients working through the long tail of administrative and financial tasks involved in the estate process.

Wherever you are on the estate planning spectrum, this interactive CPE webinar will guide you in managing expectations for Conservators.

Here is the link to your interests: CE Courses for ERPA| Finance CPE Courses

Learning Objectives

  • To explain the role of the Conservator, legally and practically.
  • To discuss what filings may be required.
  • To explore the resources and costs an estate could bear.
  • To inspect the wide range of tasks that may come with the role.

Recommended For

  • In this online CPE course for AFSP, CPA (US), CFA, CIPM, CVA, CBA/MCBA, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, PFS, TEP, CSA, CFIRS, CWS and Other Professionals who want to understand how to manage expectations for Conservators.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Gift And Estate Planning for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Regulation for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Regulation for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Regulation for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Regulation for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Regulation for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Estate Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Gift And Estate Planning for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for Accredited in Business Valuation (ABV)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ilene Slatko

Principal, DSS Consulting

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

About Company

DSS Consulting

www.dssfinancial.com

DSS Consulting has been guiding clients to a better understanding of money, finances, and investing since 2010. Our practice focuses on two primary areas.  

The DSS Consulting coaching model engages individuals through highly personalized action plans to assist them in becoming more financially masterful and guiding those clients through the tasks to achieve their goals. We specialize in assisting clients to better understand and harness their approach to money and then teaching them better behavioral and financial decision-making skills.

Our educational model incorporates multiple channels of outreach to foster better financial literacy and money mastery. Our streaming TV show reaches hundreds of thousands of young women each month; our retirement programs are highly valued by federal and corporate audiences; and our online webinars are available through our association with MyCPE.com. 

Finally, in furthering our goal to strengthen financial literacy, we work behind the scenes lending our expertise to online financial apps and newsletters.

Faq

FAQs content

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