Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.
Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. PRO Content
Forbes Magazine reported that in 2020 there were roughly 500 new billionaires in the US – many hiring an Estate Manager for the first time. Here's our chance to train our employer by: shifting out-of-date expectations, implementing boundaries and providing win/win solutions to our industry's toughest challenges, to create a sustainable position that you love.
It’s that time of year again....It's HOT in South Florida. Many of my fellow Estate Managers have headed north while we're left to close up homes for the summer.
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