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