Understanding Diminished Capacity and Long Term Care

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Speakers

Carolyn Rosenblatt

Carolyn Rosenblatt has over 45 years of experience in her combined professions of nursing and legal practice. She is a subject matter expert in aging issues. Together with her husband, psychologist Dr. Mikol Davis, she founded AgingParents.com. Together, they provide expert advice, family meetings, and information products for those struggling with problems related to aging loved ones. They also founded AgingInvestor.com, an education and training resource for the financial services industry about aging clients, diminished capacity and financial decisions. They are particularly interested in preventing elder abuse. Their consulting practice includes one-on-one advice, roundtable problem-solving discussions, public speaking, CFP accredited online CE courses, books, webinars and live presentations.

Ms. Rosenblatt blogs weekly at Aging Parents, on Forbes.com. She is published in national legal, nursing and financial industry journals. She also is a strong advocate for healthy aging and leads by example. Ms. Rosenblatt is a frequent speaker for organizations and professional groups.

She is the author of The Family Guide to Aging Parents: Answers to Your Legal, Financial and Healthcare Questions (2015), a help for those who are taking on the caregiver role in their lives. She also authored Working With Aging Clients, A Guide for Legal, Business and Financial Professionals, published by the American Bar Association, (2015). She and Dr. Davis co-authored Succeed With Senior Clients, A Financial Advisor's Guide to Best Practices (2016) and Hidden Truths About Retirement and Long Term Care: The Financial Advisors' Guide (2017).

She has been quoted in the New York Times, Wall Street Journal, Money, Financial Planning, Investment News and PBS Next Avenue blog.

Dr. Mikol S. Davis

Dr. Mikol Davis, clinical psychologist and gerontologist has over 44 years of experience as a mental health provider. He obtained his doctorate in educational psychology at the University of San Francisco. He has served all age groups in general clinical practice. In 2008, he began his focus on geriatric clients and co-founded AgingParents.com with his wife, Carolyn Rosenblatt. Together they help families resolve disputes and solve problems related to aging loved ones.

Dr. Davis has expertise in diminished capacity for decision making in aging adults. He provides evaluations for testamentary capacity, financial decision making capacity and offers treatment for elders with anxiety, depression and other difficulties. He helps clients resolve intergenerational conflicts and communication issues. He has served as an expert witness in court cases involving family issues.

As a co-founder of AgingInvestor.com, he advises professionals on best communication practices with older adult clients. He provides assessment and psychological testing of aging clients who have signs of dementia or other cognitive decline and provides advice about how to manage these issues with older clients.

Dr. Davis and Ms. Rosenblatt have been married for 35 years and have two adult children.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.