{"product_id":"serving-clients-and-beneficiaries-with-mental-illness-a-mental-health-professional-s-perspective","title":"Serving Clients and Beneficiaries with Mental Illness: A Mental Health Professional’s Perspective","description":"\u003cp\u003eMental health issues are common among the general public and present in various ways. Dealing with clients and beneficiaries who have mental health challenges presents unique concerns for attorneys, trustees, and financial professionals. Typical approaches to estate planning and trust administration may not adequately address these concerns. Join us to hear from mental health professional Amanda Koplin, LPC, who will address different types of mental illness and guide attendees in recognizing the signs, symptoms, and challenges that may be posed by various mental health challenges. Amanda will offer innovative solutions, including safeguards like trustee-beneficiary agreements that can be put in place during times of clarity to assist in times of crisis. She will offer hypothetical case studies as illustrative examples and help guide attendees on when, how, and whom to contact for help, should that become necessary.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003eAmanda Koplin\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.5 General credits\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AR, AZ, CT, ND, MO, NH, \u0026amp; TX are eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e WealthCounsel does not offer CFP\/CPE credit for this recorded webinar.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members: \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/7200151185033746570\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":49439198085191,"sku":null,"price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/EstatePlanningWithMentalHealthInMind_322020022_1.jpg?v=1791308897","url":"https:\/\/wcstore.wealthcounsel.com\/products\/serving-clients-and-beneficiaries-with-mental-illness-a-mental-health-professional-s-perspective","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}