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Program
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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 |
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Dominion Insurance Services
Prudent Investors
Network
SEM Applications, Inc.

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Sunday, October 4 |
| 7:00 - 8:30 am |
Continental Breakfast
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| 7:00 - 8:30 am |
New Member and Approved
Educator
Breakfasts (By Invitation) |
| 9:00 - 10:00 am |
Life in a Constantly Changing
SocietyP. 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 |
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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 MNTried 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.
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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.
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| Noon - 1:45 pm |
Awards Luncheon and Annual Meeting |
| 2:00 - 3:15 pm |
Two Concurrent Breakout Sessions |
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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.
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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.
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| 3:15 - 3:45 pm |
Break / Visit with Exhibitors |
| 3:45 - 5:00 pm |
Two Concurrent Breakout Sessions |
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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.
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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.
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| 5:30 - 7:30 pm |
Reception with Exhibitors/Live
Auction |
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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 |
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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.
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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.
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| 10:00 - 10:30 am
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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.
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| 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 |
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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.
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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.
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| 3:15 - 3:45 pm |
Break |
| 3:45 - 5:00 pm |
Two Concurrent Breakout Sessions |
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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.
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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.
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| 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.
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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.
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| 9:45 - 10:00 am |
Break |
| 10:00 - 11:30 am |
Judges Panel
Hon. Matthew D. Carling
Pro Tem
Judge, North Las Vegas Municipal CourtHon. 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.
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| 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
AttorneyGuardianship 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.
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| 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.
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