Operating a Financial Guardianship (32:39)

Operating a Financial Guardianship

SESSION 3: CLASS 3

Sandra McDonald explores the potential issues and challenges around operating a financial guardianship.

Key themes

  • Managing Money

  • Importance of record keeping and correlation with management plan

  • Complexities around Gifts

  • Managing Property

  • Complexities around sales, leases and insurance

Operating a Financial Guardianship (32:39)

NOTE: The Presentation Slides used in this video class are available for download via the ‘Materials’ tab at the top of the page.

Operating a Financial Guardianship PP

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