2015 Adult Guardian ad Litem Training - Marketplace
Transcription
2015 Adult Guardian ad Litem Training - Marketplace
CLE SEMINAR SEMINAR: Thursday, May 14, 2015 I Madison WEBCAST: Thursday, May 14, 2015 LIVE REPLAY WEBCAST: Thursday, May 28, 2015 WEBCAST: Thursday, June 4, 2015 WEBCAST: Monday, June 15, 2015 WEBCAST: Tuesday, June 30, 2015 CREDITS 2015 Adult Guardian ad Litem Training 7.5 CLEGAL Adult 1.0 EPR 2015 Adult Guardian ad Litem Training 7.5 CLE/GAL Adult | 1 EPR LIVE SEMINAR: May 14, 2015 | Madison LIVE WEBCAST: May 14, 2015 WEBCAST REPLAY: May 28, 2015 June 4, 2015 June 15, 2015 June 30, 2015 Protect those who can no longer protect themselves Having an individual’s best interests at heart is key to being a successful guardian ad litem (GAL). Each year, State Bar of Wisconsin PINNACLE ensures that these dedicated counselors are equipped with crucial tools and updates, whether they’re experienced practitioners or new to the field. Topics include: l Survey of current trends and concerns l Perspective of Dr. Molli Rolli who treats people with dementia and other psychiatric illnesses as they undergo guardianship proceedings l Case law and community resources update l Ethical GAL issues such as competency requirements, the value of communication, and handling post-appointment conflicts No one left behind The annual training has been redesigned to include two tracks to help establish and reinforce a solid foundation for both beginning and advanced practitioners. If you’re a new GAL, attend an in-person beginner level interactive workshop with Gretchen Viney, who will walk you through a case from start to finish. But you won’t miss out on the experienced track presentations, which will be recorded and available to you for 90 days on the web archive.* In-person attendees may also choose to attend the experienced track programming, which is the track that all webcast attendees will view. Experienced track attendees who would like a GAL basics refresher prior to the program date, may choose to purchase and view the PINNACLE program, Adult GAL Basics – 2014. Get ahead on emerging topics To serve members who attend annually, 2015 Adult Guardian ad Litem Training presents a variety of topics in the more advanced practitioner track, including: l Abuse situations and other complexities l Practice after Helen E.F. and dementia care redesign l Panel presentation on advanced GAL topics including Medicaid and spendthrift guardianships Engage with presenters and colleagues Get your questions answered by emailing [email protected] before the live seminar. In addition, the live seminar includes an optional luncheon where you can network to build a support system. Register now to get insight and updates from respected professionals in the field! * Viewing archived footage does not qualify you for additional CLE credit. Faculty Location Program Chair & Presenter Live Seminar Susan M. Fisher Greater Wisconsin Agency on Aging Resources, Inc. Madison Presenters Kristen Felten, MSW, APSW Wisconsin Department of Health Services, Office on Aging Madison Mitchell M. Hagopian Disability Rights Wisconsin Madison Jessica A. Liebau Wilms S.C. Thiensville Madison, State Bar Center 5302 Eastpark Blvd., American Center, (608) 257-3838 Credits This program has been submitted to the Wisconsin Board of Bar Examiners for up to 7.5 CLE/GAL Adult credits including 1.0 ethics and professional responsibility credit. The live seminar and live webcast on May 14, 2015 will also be submitted for Minnesota CLE credits. Alice K. Page Wisconsin Department of Health Services, Office on Aging Madison Who should attend: Molli L. Rolli, M.D. Wisconsin Department of Health Services Madison l Kyle J. Sargent Outagamie County District Attorneys Office Appleton l Jeffrey D. Spitzer-Resnick Systems Change Consulting, LLC Madison Gretchen G. Viney Viney & Viney Baraboo Guardians ad litem l Elder law attorneys l Health law attorneys How you’ll benefit: Understand how the Helen E.F. decision changed the landscape for individuals with dementia and the use of Chapter 51 and Chapter 55 in Wisconsin Know the ethical requirements l of representing those who may need protective placements or services Sign up for the optional lunch l and share your experiences, ask questions, and get tips for your practice Schedule 8:00 am Registration 2:30 pm Break 8:30 am Adult GAL 2015 Opening Remarks 2:45 pm Case Law and Community Resources Update What’s going on in the Adult GAL world lTrends and concerns lIssue spotting and suggested resolutions Significant case law developments in Chapters 54 and 55 Significant changes to public benefits programs that support people subject to guardianship lAdvocacy services available to wards or guardians for various public benefits programs l l l Susan M. Fisher, Gretchen G. Viney 9:15 am Plenary Session – Care and Treatment of People Who Have Dementia: A Physician’s Perspective Comparison of medical and legal definitions of illness and approach to the treatment of people suffering from dementia l Co-occurring psychiatric illnesses l Goals of treatment l Effective and ineffective interventions, how do we judge? l Molli L. Rolli, M.D. 10:00 am 10:15 am EXPERIENCED TRACK (All webcast attendees will view this session) Adult GAL Basics Abuse Situations and Other Complexities Gretchen G. Viney Financial abuse lPhysical abuse lDual diagnoses l Kyle J. Sargent 11:00 am Adult GAL Basics (continued) Gretchen G. Viney The World After Helen E.F. New understanding of Chapter 51 and 55 for protective placements of people with dementia lDementia care redesign lCounty crisis system variances l Kristen Felten, Alice K. Page 12:00 pm Lunch (optional networking lunch OR on your own) 1:00 pm BEGINNER TRACK (Available to live/in-person attendees only) EXPERIENCED TRACK (All webcast attendees will view this session) Adult GAL Basics (continued) Adult GAL Advanced Topics – Panel Discussion Navigating a temporary guardianship l Conducting an annual (“Watts”) review l Gretchen G. Viney pm Ethics Competency requirements Value of communication lHandling post-appointment conflicts l l Jeffrey D. Spitzer-Resnick pm Program Concludes Following program start time, webcast replay schedule will vary slightly from above listed times. BEGINNER TRACK (Available to live/in-person attendees only) Handling an initial guardianship/ protective placement case from appointment through payment 3:30 4:30 Break l Mitchell M. Hagopian More specific MA issues Spendthrift guardianships l Questions submitted in advance l l Moderator: Jessica M. Liebau Panelists: Kristen Felten, Mitchell M. Hagopian, Alice K. Page, Dr. Molli L. Rolli, Kyle J. Sargent, Jeffrey D. Spitzer-Resnick Save 20% on The Guardian ad Litem Handbook Act now to expand your resource library with The Guardian ad litem Handbook and save 20%! Use promotional code S3108D if ordering online or mention it to customer service if you call in your order. This discount applies to print and Books UnBound® editions.** The Guardian ad Litem Handbook The Guardian ad Litem Handbook takes a holistic approach to representing your clients’ best interests, providing summaries of a guardian ad litem’s duties and powers, practical explanations of court procedures, and detailed information on “the human side” of your role, from attachment to long-term support services. Whether you’re looking for guidance on the basics of being a GAL, or you need help with the most complex issues, you’ll find it in this Handbook. Print Book: #AK0057; 700+ pp. + CD; 4th ed. 2012 (Includes 2014-15 supplement) Member: $179 $143.20 | Nonmember: $229 $183.20 Books UnBound™ Subscription: # AE0057 Member: $149 $119.20 | Nonmember: $189 $151.20 **Discount expires on July 30, 2015 and cannot be applied to previous purchases. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library. Registration Online: www.wisbar.org/seminars » credit card or Ultimate Pass only Phone: (800) 728-7788 » credit card or Ultimate Pass only Fax: (608) 257-5502 » credit card or Ultimate Pass only Mail: tate Bar PINNACLE Registrations S P.O. Box 7158, Madison, WI 53707-7158 2015 Adult Guardian ad Litem Training SEMINAR TUITION REGISTRATION CANCELLATIONS: Please visit www.wisbar.org/cancellation_policy for information on PINNACLE registration cancellation policies. Course materials for those attending this program Course materials are provided to seminar attendees in PDF format and are downloadable from myStateBar on WisBar.org up to four days prior to and 90 days after your seminar. The PDF format is ideal for creating an electronic library that is easily stored, searched, and shared. PDFs allow you to search multiple files at once, copy and paste desired paragraphs, or send the entire PDF to a colleague without leaving your desk. Use Adobe Reader, GoodReader for iPad, or another free downloadable program to access the files from your computer, tablet, or mobile device during the seminar to make notes electronically, or print relevant sections ahead of time. For live seminar attendees who prefer their materials in printed format, please select the tuition option that includes printed materials for an additional $20. You will also have access to the PDFs to get the benefit of both options. This program is sponsored by: LIVE SEMINAR: WEBCAST SEMINAR: With Downloadable With Downloadable (PDF) Course Materials (PDF) Course Materials l $239 l State Bar Member l $269 l Nonmember l Ultimate Pass Subscriber l $219 l $249 l $0 l $0 l $249 l $20 l Passbook Certificate User l $20 + 1 Certificate check, credit card, Passbook, or Ultimate Pass STATE BAR CLE/PINNACLE PASSBOOK REGISTRATIONS: Passbook Certificates must be received by the State Bar at least one business day prior to the event. For live and video seminars, walk-in registrations with the Passbook Certificates are welcome. LIVE SEMINAR: With PRINTED Course Materials Priority Code: S 3 1 0 8 B l $279 l 1 Certificate l 1 Certificate OPTIONAL NETWORKING LUNCHEON (FOR LIVE SEMINAR ATTENDEES ONLY) l I WILL attend the optional networking lunch at the live seminar (Enclose $15 lunch fee) l I will NOT attend the optional networking lunch at the live seminar Seminar Date/Location: Live Seminar: Thursday, May 14, 2015 – Madison Live Webcast: Thursday, May 14, 2015 Webcast Replay: Thursday, May 28, 2015 Webcast Replay: Thursday, June 4, 2015 Webcast Replay: Monday, June 15, 2015 Webcast Replay: Tuesday, June 30, 2015 l Lawyer State Bar Member No.___________________________________________________________ l Nonlawyer Profession____________________________________________________________________ Name_________________________________________________________________________________________ Firm Name_____________________________________________________________________________________ Address_______________________________________________________________________________________ City/State/Zip___________________________________________________________________________________ Phone Number_________________________________________________________________________________ Email_________________________________________________________________________________________ Payment: ............. Seminar Tuition $ __________ Optional Networking Lunch $__________ Total Amount Enclosed $__________ l State Bar Passbook Certificate (enter certificate number) #_______________________ l l l l Check enclosed (payable to State Bar PINNACLE) Ultimate Pass Gold Subscriber Ultimate Pass Silver Subscriber VISA l MasterCard l American Express l Discover Exp. Date ____________________ Card No.______________________________________________________________________________________ Signature______________________________________________________________________________________ To purchase written course materials for those not attending this program, contact the State Bar at (800) 728-7788. NOTICE: By attending this State Bar event, you understand and agree that you may be photographed and/or electronically recorded during the event and you hereby grant to the State Bar the right to use and distribute your name and likeness for promotional or educational purposes without monetary compensation. The State Bar assumes no liability for such use. Mail to: State Bar PINNACLE Registrations P.O. Box 7158 Madison, WI 53707-7158 Event Code: CA2277M W R R2 R3 R4 Additional Learning Opportunities CLE Seminars | CLE OnDemand WisPACT Update 2015 Attend this annual update to learn strategies for improving the lives of elderly or disabled clients receiving medical assistance or other entitlement benefits without adversely affecting their support services. This year’s topics include the differences between a pooled trust and a trust created under the new ABLE Act, Social Security review of self-settled special needs trusts and common issues found after review, and practical guidance for leaving an IRA/qualified plan to a special needs trust. Webcast Replay: Apr. 8, 2015 | Apr. 13, 2015 | Apr. 29, 2015 | May 6, 2015 Avoid the Top 10 Mistakes Made With Beneficiary Designations – 2015 Watch this one-hour CLE OnDemand seminar to learn what happens when clients fail to designate or update their beneficiaries; the disadvantages of naming children, special needs individuals, or financially irresponsible people as direct beneficiaries; and when probate might be the best option. CLE OnDemand Seminar: #CA2248D; Member: $79 | Nonmember: $99 Remedying Financial Exploitation or Abuse of the Elderly – 2015 View this CLE OnDemand seminar to learn strategies for preventing financial exploitation or abuse during a person’s lifetime, and tools for remedying exploitation or abuse after the person’s death. Topics will include effective use of powers of attorney, guardianships, and elder-at-risk injunctions; tips for identifying and preventing broker abuse; strategies for trust litigation; and more. CLE OnDemand Seminar: #CA2237D; Member: $219 | Nonmember: $249 Books & Books UnBound | Online Forms Advising Older Clients & Their Families In this two-volume treatise, you’ll find the practice tips, charts, forms, and other tools essential to help you build and maintain a successful elder law practice. It also covers the cases, statutes, and regulations affecting the most dynamic areas of elder law, including asset protection, health care decisions, housing, Medicaid eligibility, and the ins-and-outs of Social Security benefits. Print Book: #AK0187; Vol I: 524+ pp.; 2nd ed. 2007 (incl. 2011 supplement); Vol II: 604+ pp.; 2nd ed. 2007 (incl. 2013 supplement); Member: $329 | Nonmember: $409 Books UnBound™ Subscription: #AL0003; Member: $249 | Nonmember: $299 Elder Law Forms Library Elder law practice presents a diverse set of challenges, from financial planning to the difficult ethical issues that can arise during representation. The Elder Law Forms Library contains more than 60 documents to help you address these issues, including forms, checklists, orders, and sample language provisions, and is fully searchable by title and keyword. Join us in Lake Geneva! June 25-26, 2015 | Grand Geneva Resort & Spa | Lake Geneva, WI Connect. Packed with receptions, celebra- tions, parties, and luncheons planned specifically to encourage networking and socializing, there will be plenty of opportunities to reconnect with friends and colleagues from around the state. Learn. Attend your choice of dozens of high-quality CLE sessions and earn up to 11 CLE and 6.5 EPR credits at the main conference and an additional 2 CLE/EPR credits at the FREE preconference CLE session Wednesday, June 24. Relax. Lake Geneva offers endless opportunities to enjoy your early-summer getaway. Whether it’s award-winning golf courses, a high-flying zip-line, hitting the lake for some fun in the sun, or shopping and dining in Lake Geneva’s historic downtown, you’ll find what you’re looking for to make this mini-vacation the perfect start to your summer! Don’t miss two great plenary sessions! Attorney, human rights activist, Executive Director of the Equal Justice Initiative, and New York Times bestselling author, Bryan Stevenson will kick off the 2015 Annual Meeting & Conference at the opening plenary session on Thursday, June 25. For more information on this speaker visit www.prhspeakers. com. Mo Rocca, humorist, author, correspondent for CBS Sunday Morning, host and creator of the Cooking Channel’s My Grandmother’s Ravioli, and frequent panelist on NPR’s hit weekly quiz show Wait, Wait... Don’t Tell Me!, will be the speaker at the Friday, June 26, closing luncheon and plenary session. Arrangements for the appearance of Mo Rocca made through Greater Talent Network, Inc., New York, NY. Bryan Stevenson Photo Credit: Nina Subin Mo Rocca Photo Credit: Thom Kaine Lock in conference rates at one of four area hotels! Reserve your room at one of several area hotels or resorts by May 26, and lock-in the discounted AMC rates! Discounted rates are available the week of June 22 – 27, and start as low as $95 per night. REGISTER TODAY! - Call (800) 728-7788 or visit amc.wisbar.org Early Bird Tuition Available through May 26th! Visit amc.wisbar.org/lodging for lodging options and rates. One-year online subscription: # FB6000; see www.wisbar.org/formsbank for pricing CN822 2/15