Healthcare and Guardianship Options in Estate Planning
Description: Discussing healthcare options when planning for your client’s future is essential, so it is important that you know all the options available to your client’s demographic, even for those individuals who might not “fit inside the box” of standard planning. For example, what if your client does not have a reliable family member willing to act as their future healthcare agent? What if your client has decision-making capacity, but seems to be in need of extra help or care? How can you help if you suspect a client is declining, or even becoming incapacitated? We will discuss these specific situations, and others, that can pose difficulty for those in the Estate Planning field. We will go over multiple different ways to ensure your clients have access to trusted healthcare advocates and support.
Bio: Katie Hoopes, Nationally Certified Guardian and Director of Guardian Advocate Services; Katie has over 20 years’ experience assisting individuals, families, and professionals in Utah as they tackle end-of-life planning, difficulties such as dementia and mental illness, legal guardianships, insurance, and all manner of care management services. She was been with Guardian Advocate Services for almost 8-years and has acted as Director for the last 2-years. She and her team serve individuals all over Utah.
