We all may eventually sit across from a client who is elderly, grieving, or legally represented by someone else. Most have no idea what to do. Drawing on 25+ years as a broker AND court-appointed guardian, conservator, and trustee, this course delivers a legally grounded framework for estate, probate, and capacity-challenged transactions — including who has authority to sign, fiduciary obligations, and warning signs of elder exploitation. Build referrals your competitors don’t know exists.
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