Tuesday, September 12, 2017
8:30 am – 10:30 am
The Angel Herrera Case Study:
The Life Plan, Estimate of Lifetime Support &
Trust Funding for a Young Woman with Down Syndrome.”
presented by Hal Wright, CFP (retired)
Hal Wright is a parent of an adult daughter with Down syndrome who lives in her own apartment. He is a retired Certified Financial Planner (CFP) who works with individuals, families, and financial and legal professionals to create a better life for a person with a disability. He is a nationally known speaker on the subject of special needs planning and is the author of a book published in 2013: The Complete Guide to Creating a Special Needs Life Plan (Jessica Kingsley Publishers, London). He is a registered lobbyist with the Colorado General Assembly and a member of the Executive Committee of the Colorado Social Legislation Committee. He was appointed by Governor Hickenlooper to the Colorado Developmental Disabilities Council and chairs its Legislative and Public Policy Committee. He also serves on the board of the Colorado Fund for People with Disabilities.
Tuesday, July 11, 2017
8:30 am – 10:30 am
The Use of Innovative Technology and Services
at Home and in Senior Facilities
presented by Sandy Christensen & Jeff Loewenthal
Sandy has been working in the senior living field for over 30 years. She started out her career as a caregiver until obtaining her nursing license. In her career as a nurse she served in many different roles. She was a Director of Nursing for 10 years before becoming an Executive Director and now the Vice President of Operations for Balfour Senior Living. She has been with Balfour for the past 18 ½ years. Sandy has always been innovative with her approached to care and has brought many technology systems to Balfour. She continues to look for ways to not only improve the lives and care of the residents as well as create efficient systems for the staff.
After experiencing homecare services with his grandfather, Jeff Loewenthal left his career in international trade in 2008 and opened
the Denver office of BrightStar Care. He has since grown it to be one of the largest private duty agencies in Denver and one of the largest
BrightStar offices in the country. Mr. Loewenthal has been awarded both of BrightStar’s highest honors, Multi-Unit Owner of the Year and the Clinical Excellence Award. Mr. Loewenthal’s operational focus is on always providing the best possible care and striving for 100% client satisfaction. This is achieved through high clinical standards (BrightStar of Denver exceeds even Joint Commission requirements)and a constant search for smoother and more efficient business practices. Mr. Loewenthal is an early adopter of technology and tries to integrate new products to improve patient experience and outcomes while reducing costs for clients.
Tuesday, May 9, 2017
8:30 am – 10:15 am
Love and Mercy:
The Conservatorship of Legendary Beach Boy Brian Wilson
presented by Terry Hammond, Esquire
Mr. Hammond is the Executive Director of the Center for Excellence in Guardianship and Adult Protective Services, a 501(c)(4) organization that advocates for improvement in guardianship and adult protective services systems.
Mr. Hammond was raised in Bryan, Texas, and earned a Bachelor’s Degree in Education as well as a Master of Arts Degree in History from Texas A&M University in College Station, Texas. After teaching 6th grade social studies in College Station for seven years he earned his Juris Doctorate in Law from Texas Tech University School of Law in 1989. Upon graduating from law school, Mr. Hammond was a briefing attorney for the Honorable Bob Gammage and Mack Kidd at the 3rd Judicial District Court of Appeals in Austin, Texas and has practiced law in Texas since 1991. In 1993, he began practicing guardianship and conservatorship law with a focus on protection of the elderly and disabled.
Mr. Hammond was first elected to the National Guardianship Association’s Board of Directors in 1995 and for three subsequent terms served as Executive Director of National Guardianship Association from 2006 – 2010. He is currently on the NGA’s Board of Directors and chairs the State Affairs Committee. He also serves on the Board of Directors for the Texas Guardianship Association and chairs the TGA Public Policy Committee.
Tuesday, March 14, 2017
8:30 am – 10:00 am
The Trials and Tribulations of Trust Work
presented by Christopher Scance & Mark Kiken
Christopher Scance is President and Chief Investment Officer of Golden Fiduciary Services (GFS). He has a degree in Finance from George Washington University, is a Certified Financial Planner (CFP®) and a 32-year veteran of the financial services industry. He is well versed in such areas as Life Planning for Persons with Disabilities, public benefits and other disability-related resources, tax planning, estate planning, risk management, as well as trust law. Under Chris’ direction, it is standard operating procedure for GFS to review trust documents with an eye to the ease or difficulty of future administration.
Mark Kiken is Executive Vice President, Business Development for Golden Fiduciary Services (GFS) of Greenwood Village, Colorado. The company provides corporate fiduciary services for Special Needs, Support, and Asset Protections Trusts, as well as Conservatorships. Mark’s experiences as a principal of an executive search firm and a senior manager of a Fortune 250 company afford him a solid base to understand people and their needs and an appreciation of how to get things done. At GFS, Mark adds a personal touch from his business experience and linguistic skills to assist attorneys and their clients in helping bring to closure the various aspects of the setup and establishment of trusts and Conservatorships.
Tuesday, January 10, 2017
8:30 am – 10:00 am
Undoing What Was Wrongfully Done For Real Estate and Financial Transactions
presented by Virginia A. Frazer-Abel & Marcie R. McMinimee
Virginia A. Frazer-Abel
Virginia (Ginny) Frazer-Abel received her law and tax degrees from the University of Denver Sturm College of Law and her undergraduate degree from Grinnell College. Virginia is a member of the Trust and Estates and Elder Law Sections of the Colorado Bar Association, as well as a member of the Colorado Trial Lawyers Association and is owner of Frazer-Abel Law, LLC, practicing in the areas of public benefits, elder law, estate planning and probate and the overlap of these issues with family law. She serves as GAL
in both domestic and probate cases, Court Appointed Counsel in probate cases, and private counsel. Ginny was sworn in as the Public Administrator for the 1st Judicial District in February 2014.
Marcie R. McMinimee:
Marcie R. McMinimee is a graduate of Chadron State College in Chadron, Nebraska and the University of Denver College of Law. She is a partner with the firm of Steenrod, Schwartz & McMinimee, LLP and has been with the firm since September 2003. Ms. McMinimee is a Deputy Public Administrator for the City and County of Denver. Her practice emphasizes estate administration, guardianships, conservatorships, probate litigation and elder law. Ms. McMinimee served on the executive counsel of the Trust & Estate Section and is a past Co-Chair of the Elder Law Section. Prior to moving to Colorado, Ms. McMinimee practiced law in Salem, Oregon for 12 years where her practice emphasized estate administration, estate planning, creditor's rights, and elder law, including guardianships, conservatorships, and Medicaid planning. She is a frequent speaker at Continuing Legal Education courses and is a member of ACTEC.
Tuesday, November 8, 2016
8:30 am – 10:00 am
Keeping Self-Determination a Focus in Guardianships/Conservatorships
presented by Megan Brand & Carl Glatstein
Carl Glatstein limits his practice to the areas of guardianship, conservatorship, wills and trusts, probate administration and Medicaid. He represents family members as well as several professional fiduciaries serving as guardians, conservators, trustees and personal representatives. Over the years he has handled a wide variety of matters related to the area of protective proceedings. In addition, he has litigated numerous contested cases including guardian/ conservator appointment proceedings, will contests, removal of breaching fiduciaries, and recovery of assets in financial exploitation cases.
As a natural outgrowth of his practice, he also prepares wills and trusts, including special needs and discretionary trusts with a goal of preserving public benefits for incapacitated individuals. He advises clients, as well as other attorneys and advocacy organizations on issues relating to guardianship/ conservatorship, powers of attorney and end-of-life matters. He has served as court-appointed counsel and as guardian ad Iitem in several challenging cases.
He is active with the Colorado Bar Association, having chaired the Elder Law Section, the Committee on the Uniform Guardianship and Protective Proceedings Act, and the Civic and Community Affairs Committee. Mr. Glatstein is a Fellow of the American College of Trust and Estate Counsel. He is Lecturer at Law at the University of Denver Sturm College of Law teaching elder law since 2005. He chairs the
Elder Law Institute, which provides advanced training programs for attorneys and related professionals. He is a past chair and active member of the Denver Community Bioethics Committee, one of the few non-institutional ethics committees in the country. He is also a member of the Guardianship Alliance of Colorado, a non-profit advocacy organization, and the National Academy of Elder Law Attorneys.
His materials have been used in training and resource manuals by state and county adult protective services and law enforcement agencies, and numerous continuing legal education programs. He is a frequent lecturer on elder law and probate topics including guardianship and conservatorship, Medicaid issues, exploitation of the elderly and probate administration.
Megan Brand is the Executive Director of CFPD-Colorado Fund for People with Disabilities. Megan began her service at CFPD in 2003 and has been the Executive Director since 2010. Megan has a bachelor’s degree in social work from the College of St. Benedict and 18 years of experience in working with people with disabilities, their families, service providers, attorneys, trustees, financial planners, guardians and other professionals.
Megan leads a staff of 20 in administering the largest and longest-standing locally managed pooled trust in Colorado, as well as providing myriad of fiduciary services that offer protection, personalized attention, access to our network of organizations and services, and financial and benefit’s guidance. In addition to leading the staff, Megan is a former board member of the Colorado Guardianship Association and currently serves on the board for the National Planned Lifetime Assistance Network and Community Living Alternatives and is a frequent presenter in the community, both locally and nationally, on Special Needs Trusts.
Tuesday, September 13, 2016
8:30 am – 10:00 am
Medication Management: Improving positive outcomes & reducing adverse events
presented by Jag Khatter, PharmD, CDE, CGP
Jag Khatter is currently the V.P. of Operations for Pharmca reUSA Western Region. He received his Pharmacy degree from the University of Colorado. Jag has received many awards including “Pharmacist of the Year” in the state of Colorado. He is board certified in Pain Management and Diabetes. His clinical work involves population health and managing geriatric patients. Jag launched several diabetes initiatives as a VP of Innovation for Walgreens to increase revenues and establish Walgreens as the destination for people with diabetes.
Jag developed and executed a strategic plan for the growth of a “startup” Assisted Living Pharmacy (SeniorMed) where several new hub pharmacies were started to service assisted living communities in 30 states, using a “hub and spoke “model. Jag has also served as member of the Board of Directors for Joint Commission for Pharmacist Care Accreditation. He has served as Chairman of the Assisted Living Task Force for ASCP (American Society of Consultant Pharmacists) and Chairman for CCGP (Commission for Certification in Geriatric Pharmacy). Currently, he serves as a member of the Assisted Living Committee and as a member of Psychotropic Medications Task Force for CHCA
Tuesday, July 12, 2016
8:30 am – 10:00 am
What's New in the World of Protective Proceedings?
presented by Brian J. Rulia, Esq.
Brian J. Rulia:
Brian J. Rulla, Esq., is a senior auditor at the State Court Administrator's Office. Mr. Rulla began his career as an associate with a local CPA firm providing assurance and tax services to community banks and financial institutions. After three years in public accounting he took a position with a large credit card processing firm where he worked in the internal audit and the corporate finance divisions. Upon graduating from law school in 2011 Mr. Rulla was awarded a fellowship at the Denver Probate Court, where he later joined the court staff. In 2013 he joined the State Court Administrator's Office where he aids courts throughout the state in the administration of protective proceedings cases. Mr. Rulla has degrees in both law and accounting from the University of Denver.
Tuesday, May 10, 2016
8:30 am – 10:00 am
Medicaid Applications and Appeals
presented by John J. Campbell, Esq.
John J. Campbell:
John J. Campbell, CELA, MSCC is the founder and principal attorney of the Law Offices of John J. Campbell, P.C. and serves as "of counsel" to The Hughes Law Firm, P.C., both located in Denver, Colorado. Mr. Campbell has practiced law since 1986 and has practiced in the area of Elder Law since 1996. Mr. Campbell is certified as an Elder Law Attorney by the National Elder Law Foundation, and is a Medicare Set-Aside Consultant Certified through the International Comimission on Health Care Certification. (The State of Colorado does not certify attorneys as experts in any field.)
Mr. Campbell is licensed to practice law in Colorado and is also licensed and on inactive status in Missouri. He is a member of the Colorado Bar Association (Trust & Estate Section and Elder Law Section), the Arapahoe County Bar Association, the Missouri Bar Association (inactive status), the National Academy of Elder Law Attorneys and the National Alliance of Medicare Set-Aside Professionals. Mr. Campbell is a former Co-Chair of the Colorado Bar Association Elder Law Section, a former representative of the Elder Law Section to the Colorado Bar Association Board of Governors, and a Fellow of the Colorado Bar Foundation.
Considered by his peers to be one of Colorado's foremost Medicaid planning practitioners, his areas of concentration include elder law; estate, disability and long term care planning; probate; guardianship and conservatorship; Medicare, Medicaid, Medicare Set-Aside Arrangements, and the preservation of public benefits in catastrophic liablity and worker's compensation settlements. Mr. Campbell has published numerous articles and has presented numerous seminars on issues relating to Elder Law across the country.
Tuesday, March 8, 2016
8:30 am – 10:00 am
Current Topics in Probate
presented by Honorable Elizabeth D. Leith, Denver Probate Court
Honorable Elizabeth D. Leith presides over the Denver Probate Court. Previously, Judge Leith presided as a Magistrate over post-decree domestic relations matters in the Second Judicial District. Judge Leith has also served as an Assistant City Attorney for the City and County of Denver and a Deputy District Attorney in the 4th Judicial District, representing the Departments of Human Services on child protection, paternity and child support matters. Judge Leith earned a Bachelor of Arts degree from Metropolitan State College in 1982 and a Juris Doctor from the University of Denver, College of Law in 1988.
Tuesday, January 12, 2016
8:30 am – 10:00 am
Multidisciplinary Approaches to Fiduciary Administration & Fiduciary Best Practices
presented by Peter Wall, Vice President & Trust Officer, Colorado State Bank and Trust
Peter Wall is a Vice President and Trust Officer for Colorado State Bank and Trust. Now in his 15th year of trust administration, Peter specializes in estate planning and trust facilitation, and acts as a personal consultant, advisor and liaison for affluent individuals
and families, as well as serving the disabled community as a whole. Peter focuses his efforts in the Elder Law arena and is known for his Special Needs Trust administration and planning capabilities throughout the nation. A Bachelor of Arts graduate from the University of Northern Colorado, Mr. Wall is the current President for the Centennial Estate Planning Council, former President of the Denver Trust Officers Association, an ex-officio board member of the Colorado Fund for People with Disabilities and a Board Member of VSA Colorado Access Gallery. Mr. Wall is also a patron of the Colorado Bar Association. He is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration for numerous professional and community groups. Peter is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition and is also a nationally recognized and touring saxophonist living in Colorado with his wife and two children.
Tuesday, November 10, 2015
8:30 am – 10:00 am
A Discussion of the Uniform Fiduciaary Access to Digital Assets Act
presented by Catherine Anne Seal, JD, LLM, CELA, Kirkland & Seal, LLC
Catherine Anne Seal is the senior member in the law firm of Kirtland & Seal, LLC in Colorado Springs. Ms. Seal is the Public Administrator for the Fourth Judicial District of Colorado, serving El Paso and Teller Counties. She is the first person e ver awarded an LL.M. Degree in Elder Law from the Stetson University College of Law, graduatin g with hono rs. Ms. Seal received her B.B.A. degree with honors from Colorado State University and a M.S. degree in marketing from th e University of Colorado-Denver. She received her law degree from the University of Colorado Law School and holds a Graduate Certificate in Gerontology from the University of Colorado-Colorado Springs.
Catherine is a member of the American Bar Association's Real Property, Trusts and Estate Law Section where she serves as co-chair of the Surrogate Decision Making Committee. She is President-Elect of the National Academy of Elder Law Attorneys, and is past-chair of the Guardianship Section. She is the past president of the Colorado Chapter of NAELA, and is one of only ten attorneys in Colorado designated a Certified Elder Law Attorney by the National Elder Law Foundation. As a member of the Colorado Bar Association, Ms. Seal is a past Chair of the Elder Law Section. She is the author of Colorado Elder Law, published by Thompson West Publishing as part of their Colorado Practice Series. Her practice is concentrated in the areas of elder law, protective proceedings, probate, financial exploitation of the elderly, and related matters.
Tuesday, September 8, 2015
8:30 am – 10:00 am
Advances in Memory Loss, Dementia and Alzheimer's
presented by Amelia Schafer
Amelia Schafer is Vice President of Programs at the Alzheimer’s Association Colorado Chapter. She has worked for the Oregon and Colorado Chapters for the last 16 years including coordinating the Helpline, facilitating support groups, family caregiver education, physician outreach, and healthcare professional training. Amelia is past-chair of the Board of the Colorado Culture Change Coalition, chair of the Colorado Board of Nursing Nurse Aide Advisory Committee, and was recently elected to the Colorado Council on Assisted Living through the Colorado Department of Public Health and Environment.
Tuesday, July 14th, 2015
8:30 am – 10:00 am
The ABLE ACT
presented by Susie Germany, Esq. and Christi Romero-Roseth
Susie Germany is an attorney with The Germany Law Firm, PC and a Deputy Public Administrator for the 17th Judicial District. Her practice focuses in the areas of special needs planning, elder law, guardianships and conservatorships, trust and estate planning, fiduciary representation and probate and trust administration. Ms. Germany received her bachelor’s degree from Pacific Lutheran University and her law degree from the University of Arkansas, Little Rock. She is a member of the Alaska Bar Association and the Colorado Bar Association, and is a past co-chair of the Elder Law Section of the Colorado Bar Association. In addition, Ms. Germany is a team sponsor for Colorado Special Olympics and a Director for a local hospice and former President and Director for the Colorado Fund for People with Disabilities. She also is active with legislative drafting and public policy. Ms. Germany often teaches continuing legal education courses and gives presentations on special needs planning, elder law, financial exploitation and probate issues.
Christi Romero-Roseth – Director of Community Relations - CFPD
A graduate of Indiana University, Christi spent the earliest part of her career marketing for IT-based, Fortune 500 companies. More recently, she’s amassed over 15 years of experience helping adults with disabling or disadvantaging conditions gain personal empowerment and equal access to healthcare, education and the workplace. She has been a counselor for survivors of domestic violence; a program director for award-winning adult vocational skills-building; and an infrastructure builder bringing IT services in line with real-world nonprofit programmatic needs. She joined CFPD in 2012.
Tuesday, May 12th, 2015
8:30 am – 10:00 am
DEATH WITH DIGNITY?
presented by State Representative, Lois Court and Michael Kirtland, Esq.
Education: Master of Public Administration, Graduate School of Public Affairs, University of Colorado at Denver, 1996
Bachelor of Arts, English Major, University of Colorado at Denver, 1975
Personal: Active in civics, public school, and community affairs for over 25 years
Professional Experience: Elected to the Colorado House of Representatives serving House District 6 in 2008, 2010, 2012, and 2014.
American Government and Political Science Adjunct Instructor Red Rocks Community College
Served as Denver Mayor Wellington Webb's Director of Administration, General Services Department; Director of the Mayor's Office of Volunteerism; and Director of the Mayor's Office of Neighborhood Response.
Over 20 years experience as a Public Issues Consultant.
Michale Kirtland is well-respected and well-known in the Colorado and national estate planning and elder law communities, Michael Kirtland and Catherine Seal have dedicated their practice to guiding clients through the legal process and helping them make well-informed decisions for themselves and their loved ones.
Attorney Michael Kirtland received his law degree from Faulkner University in Alabama and has practiced estate planning and elder law his entire legal career. In addition to his J.D., he holds an LL.M. in Taxation from the University of Alabama, which provides him significant depth and background for analyzing and guiding clients on the tax implications involved in estate planning.
Mr. Kirtland is admitted to practice before the United States Supreme Court, U.S. Tax Court, U.S. Courts of Appeal for the 10th and 11th Circuits, U.S. District Court for the District of Colorado and Middle District of Alabama, and all Colorado and Alabama state courts.
Ms. Seal and Mr. Kirtland are two of only nine attorneys in the State of Colorado designated as Certified Elder Law Attorneys by the National Elder Law Foundation. Both are prominent leaders in various professional organizations dedicated to bettering the practice of estate planning and elder law in Colorado and nationally, including the National Academy of Elder Law Attorneys (NAELA), the Guardianship section of NAELA, and the Surrogate Decision Making Committee and Elder Law Group of the American Bar Association.
Tuesday, March 10th, 2015
8:30 am – 10:00 am
INCAPACITY ISSUES IN LITIGATION
presented by Rick Spiegle, Psy.D., Tammy Conover, Esq, and Virginia A. Frazer-Abel
Richard F. Spiegle, Psy.D. is a forensic and clinical psychologist, licensed in the State of Colorado with over thirty years of experience. He received his Doctor of Psychology degree from the University of Denver in 1979. He is a Board-certified Diplomate in Forensic Psychology, and a longstanding member of both the American Psychological Association and the Colorado Psychological Association. He is a frequent speaker at professional meetings and continuing legal educational seminars on various topics related to psychological and forensic issues. Dr. Spiegle taught at Argosy University, the University of Colorado at Denver, the University of Northern Colorado, and at Bowling Green State University. He continues his affiliation with the University of Denver as a Clinical Affiliate and provides clinical supervision and training to graduate students.
Dr. Spiegle’s background, in addition to forensic practice, includes many years of consultation in such settings as Head Start, Federal Corrections, Child Protection Services, and for agencies serving the developmentally disabled. He provided services as staff psychologist at Arapahoe/Douglas Mental Health Network he was the Coordinator of After-hours Emergency Services, Continuity of Care, and Hospital Services at the same agency. He completed mediation training at the nationally acclaimed Center for Dispute Resolution in Boulder, Colorado. Subsequent to that, he co-founded a professional mediation practice. He has served on boards of director for several human services and mental health organizations.
Dr. Spiegle has been married for over 30 years, has seven children, and has lived in Colorado for over 35 years
Tammy Conover, Esq., is the owner of Conover Law, LLC. Her practice is limited to probate litigation, including contested guardianship/conservatorship proceedings and breach of fiduciary duty actions, estate and trust administration, special needs planning and administration, and Medicaid qualification and planning.
Ms. Conover is active in local and national associations, serving as the Co-Chair of the subcommittee on GAL issues in civil litigation, past Chair of the Executive Counsel for the Elder Law Section of the Colorado Bar Association, current member of the Legislative Policy Committee, and member of the National Academy of Elder Law Attorneys, where she served as the delegate to the 3rd World Congress on Adult Guardianship. Ms. Conover was also previously appointed to represent the Colorado Bar Association in the Senate Bill 78 Task Force on Elder Abuse where she assisted in drafting recommendations to the Colorado Legislature in the areas of mandatory reporting of elder abuse and other services that are needed to protect elder at-risk adults in our state.
She is a frequent presenter in the areas of guardianship and conservatorship, Medicaid, estate planning and other elder law topics for numerous professional and community organizations. Ms. Conover is the author of the chapter Medicaid: Recognizing the Potential Hazards in your Practice and the co-author of Estate Planning and Probate, both published in Lawyers’ Professional Liability in Colorado.
Virginia A. Frazer-Abel was raised on the beautiful shores of Lake Michigan in a family of six children. She attended Grinnell College, Grinnell, Iowa and received a Bachelor of Arts degree in Political Science and played first-base for Grinnell’s varsity softball team. Following her undergraduate degree Virginia worked in educational and scientific publishing for twelve years and pursued her volunteer interests as a buddy with the Colorado AIDs Project, as a past co-chair of the Alexander Foundation, as a surgical volunteer with the Denver Dumb Friends League, and as a coach for Special Olympics Softball and Denver Parks and Recreation girls softball. Virginia attended the University of Denver Sturm College of Law receiving both a Juris Doctorate degree as well as a Master’s in Taxation.
Virginia is licensed to practice law in Colorado and specializes in elder law, probate, estate planning and public benefits eligibility work. Virginia’s passion for this work is the result of her relationships with her two fabulous grandmothers, one of whom she was named after. In addition to representing individuals in both contested and noncontested probate proceedings, Virginia serves as a Court Visitor and a Guardian ad Litem.
In March 2012, Virginia became a partner with the Firm and manages its Elder Law, Probate, and Trusts and Estates section.
During her free time Virginia enjoys spending time with her daughter and spouse skiing and travelling overseas.
Tuesday, January 13th, 2015
8:30 am – 10:00 am
Practical Tips for Fiduciaries
presented by Melissa Schwartz
Melissa R. Schwartz is a shareholder with the firm of Steenrod,Schwartz & McMinimee, LLP, in Denver, Colorado, and has been practicing in the areas of estate and trust administration and litigation,guardianships and conservatorships since 1995. In addition to practicing law, Ms. Schwartz regularly acts as a private fiduciary in the capacities of personal representative, trustee and conservator. She is the Public Administrator for the City and County of Denver (since April 2010) and was the Deputy Public Administrator from 2003 to 2010. She is an active member of the Colorado Bar Association (Trust and Estate Section Council – Current Vice Chair - Council Member 2007-2008). Ms. Schwartz is a regular speaker on trust and estate related issues and has authored articles on related subjects. She is a fellow of the American College of Trust & Estate Counsel (ACTEC) and is listed in the Best Lawyers in America. She is a graduate of Colorado State University (1990 BA) and the University of Denver, School of Law (1994).
Tuesday, November 11, 2014
8:30 am – 10:00 am
Prosecution of Elder Financial Exploitation
presented by Jane Walsh, deputy district attorney and Tom Rodriguez, probate litigation attorney
Jane Walsh attended law school in Scotland, then qualified as an attorney there. After practicing in Glasgow, she moved to England. She re-qualified, becoming an attorney of the Supreme Court there, and being admitted to the Law Society of England
Her practice was based out of Oxford and London. She both prosecuted and defended (at the same time), which is common in the United Kingdom, but is very different to the U.S. criminal justice system, where the advocates are more polarized. She worked for a large regional practice, and represented many institutional clients, such as the National Trust, a charitable organization which manages historic buildings and national monuments throughout the country. One memorable environmental case for them was a prosecution which involved a moated castle built in the fourteenth century.
After several years, her practice became more specialized and she moved into the field of Health and Safety law. This particular area of law is aggressively enforced in the United Kingdom, and this means that company directors are exposed to the risk of arrest and prosecution for manslaughter if their corporations experience a fatality, and this is attributable to cutting costs. She was published in this field in 2006.
She moved with her family to Colorado in 2007. She took the bar exam that year. She obtained a position with the Twentieth Judicial District, and runs a Division within that office which takes a lead role in prosecuting cases which target vulnerable groups within the community. This year, she worked with others in the field on a statute which created a new offense of elder financial exploitation in Colorado. She is known within the field for her expertise in prosecuting cases where seniors are swindled or duped out of property or assets. She regularly brings cases before Boulder County Grand Jury, and has collaborated with the Attorney General’s Office to present before the Statewide Grand Jury.
Thomas A. Rodriguez, Esq., is a partner with the law firm of Vincent, Romeo & Rodriguez, LLC, which has offices in Englewood and Louisville. His practice emphasizes probate litigation, including, but not limited to, contested guardianships and conservatorships, will and trust contests, fiduciary representation, and fiduciary surcharge litigation.
Mr. Rodriguez has lectured before the Colorado Bar Association, Boulder County Bar Association and at other programs on topics such as probate litigation, powers of attorney, elder financial exploitation and ethics. He is a member of the Executive Council of the Colorado Bar Association’s Elder Law Section, serving as Co-Chair from 2010 - 2012, and a member of the Boulder County Bar Association, serving as Co-Chair of its Elder Law Section from 2012-2014. He is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Boulder County Estate Planning Council.
Mr. Rodriguez is originally from Memphis, Tennessee. He earned his B.A. degree from Hardin-Simmons University in Abilene, Texas, and his J.D. degree from Emory University School of Law in Atlanta, Georgia
Tuesday, September 9, 2014
8:30 am – 10:00 am
Advance Care Planning, Palliative Care and Hospice
presented by Hillary Lum, MD, PhD, Professor of Medicine in the Division of Geriatric Medicine, U of C School of Medicine and Denver VA Medical Center
Hillary Lum, MD, PhD, is Assistant Professor of Medicine in the Division of Geriatric Medicine, University of Colorado School of Medicine and Denver VA Medical Center. She completed Geriatric Medicine and Hospice Palliative Medicine fellowships at University of Colorado. As a physician who cares for older adults and does clinical research, her goals are to improve care for older adults through understanding the complex factors that influence advance care planning. She hopes to develop real-world programs that help older adults and those who support them to achieve health care that is in line with their values and wishes. Although she has lived around the country, she is glad to call Aurora, and all of its ethnic diversity, home.
Tuesday, July 8, 2014
8:30 am – 10:00 am
The Compensation and Cost Recovery Act
presented by C. Jean Stewart, the former Denver Probate Court Judge
C. Jean Stewart has more than 35 years of experience in estates, trusts, and fiduciary litigation. She spent nearly 20 years (1978-1995) as one of Colorado’s premier estate planning, probate administration and trust litigation specialists, during which time she served as chair of the Colorado Bar Association Trust & Estate Section and President of the Denver Estate Planning Council, was elected a fellow of the American College of Trust and Estate Counsel, was listed in the earliest editions of Best Lawyers in America®, and taught and wrote extensively on the subjects of estates, trusts, gift and estate tax planning, and probate litigation.
In 1995 Ms. Stewart was appointed as the Presiding Judge of the Denver Probate Court, a position she held for 16 years, presiding over estate and trust administration, mental health adjudications, settlement of personal injury claims, and protective proceedings (guardianships/conservatorships). During her tenure at the Denver Probate Court, Judge Stewart served as an officer of the National College of Probate Judges and was appointed to the Advisory Board on National Probate Court Standards. In 2011 she was recognized by the Colorado Law Week as a “Lawyer of the Decade,” was awarded the Colorado Judicial Institute’s prestigious judicial excellence award, and was selected by the Denver Business Journal as an Outstanding Woman in Business—Professional.
Ms. Stewart, currently Of Counsel to Holland and Hart, is President-Elect of the National College of Probate Judges. She has combined her expertise in tax, estate planning, domestic relations and litigation, with her administrative and judicial experience, to provide parties and their counsel with a variety of neutral services. She is available as an appointed judge, master, arbitrator, mediator, facilitator and counselor at law, handling complex estate and trust administration cases, wealth transfer disputes, will and trust contests, conflicts regarding fiduciary liability and responsibility, and contested protective proceedings.Ms. Stewart is an active teacher, mentor, and national leader in the trusts, estates, and protective proceedings areas. She blogs on these and related issues at Fiduciary Law Blog (www.fiduciarylawblog.com).
Tuesday, May 13th, 2014
8:30 am – 10:00 am
Navigating the DD System:
A Guide for Guardians and Professional Fiduciaries
presented by Marijo Rymer, Executive Director of the Arc of Colorado and Dianne Hitchingham, Director of Development and Community Resources at Developmental Disabilities Resource Center ("DDRC")
Marijo Rymer has served as the Executive Director of The Arc of Colorado since 2007. She provides leadership and direction for the state chapter of The Arc--the nation's oldest and largest civil rights organization, advocating for children and adults with intellectual and developmental disabilities. Her primary focus is public policy--federal and state. She also provides coordination and support for Colorado's 11 local chapters of The Arc throughout the state.
She has served on numerous work groups and task forces in CO including the work group to revise CO Medicaid rules regarding the eligibility criteria definition of developmental disability, the CO Olmstead Commission, the CO Money Follows the Person project, Medicaid expansion for adults with disabilities, the Dual Eligibles Task Force, and the case management conflict of interest task force. She was the campaign chairperson for Amendment 51 in 2008 to support a ballot initiative to end the waiting list for DD services.
She was appointed by Governor Hickenlooper to the Community Living Advisory Group in 2012 and serves as co-chair of the Waiver Simplification Committee. Additionally, she also currently serves on the Community First Choice Council (to expand personal care, homemaker, and habilitative services for inclusion in the CO state Medicaid plan) and the Developmental Disabilities Waiver re-design sub committee.
She provided leadership to organize the 2010 and 2011 DD Summits in CO--the first effort in 15 years to bring together families, self advocates, CCBs, service providers and advocacy organizations to develop common ground for DD policy initiatives.
She is a member of the JFK Partners Advisory Committee and serves as co-chair of the Colorado Autism and Neurodevelopmental Disabilities mental health group. She was instrumental in securing legislation to fund a gap analysis to examine gaps and weaknesses in CO's mental health services for people with IDD.
Marijo was elected to the board of directors of the National Council of Executives of The Arc and was selected by The Arc as Outstanding Chapter Executive in 2012. She attended the University of Delaware DD Leadership Institute for emerging leaders in 2012.
Marijo is a graduate of The University of New Mexico and, when she isn't working on public policy issues, enjoys time with her three daughters and six grandchildren.
Dianne Hitchingham has been Director of Development and Community Resources at the Developmental Disabilities Resource Center (DDRC) since 1992. She chairs DDRC’s Aging Task Force and serves on Jefferson County Council on Aging, Aging Well, and Senior Law Day.
She presents on Guardianship and Alternatives with The Arc as well as Planning for the Future of a Person with Medicaid considerations.
For the past 22 years she has helped build a strong homeownership program for low-income people with disabilities in Colorado and serves on the Board of the HERO Alliance. Dianne volunteers as Executive Director of the Developmental Disabilities Foundation which assists people with the 25th Hour Emergency Funds and memorials. She has a MA from the University of Michigan and demonstrated professionalism by earning the designation CFRE (Certified Fund Raising Executive) in 1995.
Tuesday, March 11th, 2014
8:30 am – 10:00 am
presented by Renee Pace
Renee Pace is a State Service Officer for the Colorado Division of Veterans Affairs. Renee' has been an advocate for Veterans since 1993. She started in Eugene, Oregon as a County Service Officer and then went on to work for the Oregon Department of Veterans Affairs, as a State Service Officer, until 6 years ago when she moved to Denver. She then worked for The Military Order of Purple Heart, and subsequently was hired on by the Colorado Division of Veterans Affairs. Renee's passion is in helping Veterans and their dependents get benefits due them and can't imagine doing anything else.
Tuesday, January 14th, 2014
8:30 am – 10:00 am
presented by Tom Rodriguez, Esq. & Peg Rogers
Thomas A. Rodriguez, Esq. is a partner with the law firm of Vincent, Romeo & Rodriguez, LLC, which has offices in Englewood and Louisville. His practice emphasizes probate litigation, including, but not limited to, contested guardianships and conservatorships, will and trust contests, fiduciary representation, and fiduciary surcharge litigation.
Mr. Rodriguez has lectured before the Colorado Bar Association, Boulder County Bar Association and at other programs on topics such as probate litigation, powers of attorney, elder financial exploitation and ethics. He is a member of the Executive Council of the Colorado Bar Association’s Elder Law Section, serving as Co-Chair from 2010 - 2012, and a member of the Boulder County Bar Association, serving as Co-Chair of its Elder Law Section from 2012-2013. He is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Boulder County Estate Planning Council.
Mr. Rodriguez is originally from Memphis, Tennessee. He earned his B.A. degree from Hardin-Simmons University in Abilene, Texas, and his J.D. degree from Emory University School of Law in Atlanta, Georgia.
Peggy Rogers is the Manager of the Adult Protective Services (APS) program in the Division of Aging and Adult Services with the Colorado Department of Human Services. Peggy began her career with the Division of Aging and Adult Services in 2000 and has worked primarily in the Adult Protective Services (APS) program since then. She also worked within the Division as the program specialist for the Aid to the Needy Disabled – Medically Correctable (AND-MC) program; as the manager of the Long-term Care Ombudsman (LTCO), Legal Assistance (LA), and Elder Rights and Abuse Prevention programs; and as the manager of the Adult Financial cash assistance programs.
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