Program


Saturday, October 3

3:30 - 5:30 pm NGA Board of Directors Meeting
5:30 - 7:00 pm Welcome Reception Hosted by the NGA Premier Experts
 

Dominion Insurance Services
Prudent Investors Network
SEM Applications, Inc.


Sunday, October 4

7:00 - 8:30 am Continental Breakfast
7:00 - 8:30 am New Member and Approved Educator
Breakfasts (By Invitation)
9:00 - 10:00 am Life in a Constantly Changing Society

P. Michael Murphy, DBA
Coroner, Clark County, Nevada

The only constant in our society is change. Our distinguished presenter will candidly discuss his ideas on how you can learn to better control your environment - both in your professional life and in your personal life.

10:00 - 10:30 am Break / Visit with Exhibitors
Silent Auction Opens
10:30 - 11:45 am Two Concurrent Breakout Sessions
  Breakout Option 1
Guardianship Practices, Challenges and Issues

Vicki Alkire, CPHQ, NMG, CMC
President, Viable Alternatives, Inc.

Sally Hurme, JD
Senior Project Manager, AARP

J.R. Rittenhouse, NCG
Retired

Beth Upshaw Mathews, NCG
Program Director, Lutheran Social Service of MN

Tried everything but can’t find a solution? Can’t figure what to do now? Get help from your colleagues. This interactive session provides an opportunity for experienced guardians and new-comers to share problems and accomplishments. Bring your case problems and ideas.

  Breakout Option 2
Effectively Training Staff in an Organization

Lucille Lyon, MPA, NCG, CLPF
Division Chief, County of Los Angeles,
Dept. of Mental Heath, Public Guardian Division

Barbara Mitchell, LCSW
Older Adult Manager, County of Riverside,
Dept. of Mental Health

Susan Rajlal, MPA
Legislative Analyst, County of Los Angeles, Dept. of Mental Health

Fiduciary agencies face a daunting task in providing work force training to ensure that staff obtains the necessary knowledge and skills to perform effective services. This presentation will introduce the concept of “Rapid on Boarding” to enhance successful training to enable your agency to replicate this model.

Noon - 1:45 pm Awards Luncheon and Annual Meeting
2:00 - 3:15 pm Two Concurrent Breakout Sessions
  Breakout Option 1
Hoarding: When Stuff Takes Over a Life

Shay Jacobson, RN, MA
President, Surrogate Guardian Services, Inc.

Lauren Sherman, LCSW, NCG
Director of Guardianship, Surrogate
Guardian Services, Inc.

What is it that makes a seemingly nor-mal, functioning individual accumulate so much stuff that it threatens their homes, their relationships and even their safety? This presentation will explore the cluttered, confusing world of the compulsive hoarder.

  Breakout Option 2
Real Estate, Title, Financing and Guardianship

Lee K. Barrett
President, Century 21 Barrett & Co., Inc.

Tom Courey
Underwriter, Ticor Title

Stuart Stringham
Reverse Mortgage Loan Officer

The panel will present and discuss areas of concern regarding the real estate market , financing, reverse mortgages, and title/escrow concerns focusing on issues that arise in guardianship cases.

3:15 - 3:45 pm Break / Visit with Exhibitors
3:45 - 5:00 pm Two Concurrent Breakout Sessions
  Breakout Option 1
Acquired Brain Injury: Who is this Person?

Alan Tager
Regional Director, Florida Institute for Neurological Rehabilitation, Inc.

Impulsivity, poor reasoning and judgment, not knowing right from wrong - is this a psychiatric or neurological condition? Learn the questions to ask.

 
Breakout Option 2
Tax Filings for Guardianship

Amy L. Gallup
Gamett & King

A fiduciary can be held personally liable by the IRS for failing to file required tax returns or pay taxes. This session is designed to assist you in determining if you are taking basic steps to insure that you are filing appropriately with the IRS.

5:30 - 7:30 pm Reception with Exhibitors/Live Auction


Monday, October 5

7:00 - 8:30 am Continental Breakfast / Visit with Exhibitors
7:00 - 8:30 am State Affiliates Breakfast (By invitation)
8:30 - 10:00 am Two Concurrent Breakout Options
  Breakout Option 1
Creating an Effective Working Relationship with Your Attorney

Lee A. Drizin, Esq.
President, Lee A. Drizin, Esq.

It is imperative as a guardian to have an effective working relationship with your attorney. Learn how to select the right counsel and develop a relationship that will best represent you.

  Breakout Option 2
Securities Fraud and Investigation /Banking and Elder Exploitation

Colin Haynes
Criminal Investigator, III, CFE, Nevada
Secretary of State

Dorinda A. Hollenbeck
Director of Corporate Security, VP, CCPP,
Zions Bancorporation

Our presenters will discuss what financial institutions can/cannot do to help combat elder exploitation. They will also present an introduction to securities and investment fraud including an overview of laws governing securities registration and licensing, anti-fraud statutes and case studies of fraudulent schemes, many of which target elderly investors.

10:00 - 10:30 am Break / Visit with Exhibitors
10:30 am Special Welcome
Oscar Goodman, Mayor of Las Vegas
10:45 am - Noon Featured Presentation
Legal Ramifications of Elder Abuse

Catherine Cortez-Masto
Attorney General of Nevada

 Our distinguished presenter will share her expertise about the ever-increasing methods of elder abuse. She will discuss how it is being done, who is being targeted and most importantly, some ways which you can help prevent your wards from its grasp.

Noon - 1:00 pm Networking Luncheon
1:00 - 1:45 pm Dessert in The Exhibit Area
2:00 - 3:15 pm Two Concurrent Breakout Sessions
  Breakout Option 1
The ADA, Service Dogs and Therapy Dogs

Julie Arnold
Elder Law Attorney, LCSW
Senior Citizens Law Project

Our presenter will help you to learn what the ADA says about Service Animals. She will also inform you about selection and training, and you will have the opportunity to interact with at least one animal-in-training.

  Breakout Option 2
Identity Theft

Robert Sebby
Lieutenant Financial Crimes, Las Vegas Metropolitan Police Department

Kim Thomas
Las Vegas Metropolitan Police Department

Our presenters will discuss and demonstrate emerging new technologies and practices that criminals use to commit identity theft and fraud crimes to defraud businesses, government entities, and individuals. They will also demonstrate how the victim can be unknowingly part of the problem.

3:15 - 3:45 pm Break
3:45 - 5:00 pm Two Concurrent Breakout Sessions
  Breakout Option 1
Utilization of Online Auctions for Liquidation of Estate Property

Rhonda Stevens
Senior Management Analyst, Clark County
Public Guardian’s Office

David Steinke
Personal Property Appraiser/Antique Dealer

Maintaining the best quality of life possible for individuals under guardianship may require liquidation of assets. Online auction offers a worldwide marketplace of buyers thereby increasing the potential to obtain the best financial gain on sales of personal property.

  Breakout Option 2
SSA/Medicare and Immigration

Robert Barlage
Immigration Service Officer, USCIS

Pamela L. Bugbee
Senior Immigration Officer, USCIS

Jeannie Pearce
Director NV State Health Insurance Assistance Program State of Nevada/Division for Aging Services

Dorothy L. Tate
Representative Payee Cadre, Social Security Administration

Our panel of experts will provide unbiased information to caregivers about Medicare and related health insurance benefits. They will also share information to enlighten guardians about Social Security’s policies and regulations, and discuss immigration related processes as it relates to guardians.

6:00 pm Open Evening
Optional “Out on the Town”

Use this evening on your own or join friends and colleagues in a dine-around or entertainment adventure. We’ll make reservations for groups at a variety of options and you can click here to sign up for the experience of your preference.


Tuesday, October 6

8:00 - 8:30 am Continental Breakfast
8:30 - 9:45 am The Guardianship of Loyce Juanita Parker: Confused Courts, Interstate Chaos, and how UAGPPJA can Help

Eric M. Fish, JD
Legislative Counsel, Uniform Law Commission

Terry Hammond, Esq., NCG
Executive Director, National Guardianship Association

Sally Hurme, JD
Senior Project Manager, AARP

A. L. ‘Dusty’ Rhodes, Esq.
Rhodes Law Office

Erica Wood
Asst. Director, ABA Commission on Law and Aging

Loyce Juanita Parker became embroiled in an interstate guardianship jurisdiction battle that resulted in final judgments appointing different guardians in Oklahoma and Texas. The panel will apply the uniform Adult Guardianship and Protective Proceedings Jurisdiction Act to determine the outcome of the case under the Uniform Act.

9:45 - 10:00 am Break
10:00 - 11:30 am Judges Panel
Hon. Matthew D. Carling
Pro Tem Judge, North Las Vegas Municipal Court

Hon. Irvin G. Condon
Judge of Probate, Charleston County Probate Court

Hon. David A. Hardy
Second Judicial District Court

Hon. Kelly Patton
Magistrate, Franklin County Probate Court

These noted panelists from around the country discuss the latest guardianship and conservatorship issues.

11:30 am - Noon Closing Presentation
Guardianship: An Exercise in Human Nature
Matthew D. Carling, Esq.
Prosecutor; Pro Tem Judge; Public Defender for the City of Henderson; Trial Attorney

Guardianship requires an understanding of the basic tenants of human nature. How and why people react the way they do sheds light on how a practitioner may want to approach an intricate guardianship matter. With a firm understanding of how individuals react to authority, laws, and financial factors, a practitioner can better navigate the sometimes perilous waters of guardianship litigation and may learn a thing or two about them-selves along the way.

Noon Conference Concludes -- (Lunch is on your own)

Bringing the Wealth Home

This national conference for guardians, fiduciaries and conservators concludes on Tuesday at noon, but the rewards don’t end there. Everyone receives a list of all attendees and speakers with contact information so you can reconnect after the Conference to continue discussions. Each registration packet will also hold a CD that contains all the handouts and papers provided in advance by speakers. No more heavy book to cart around and your CD is cataloged to make it quick and easy to locate the mother lode when you get back to the office.