When Guardianship Goes Wrong with Paul Greenwood 1.5 hours (CLE’s approved)
Former deputy district attorney Paul Greenwood will draw upon his many years of prosecuting elder financial exploitation cases to provide valuable lessons that we can all learn from the fall out of the April Parks guardianship abuse case and others around the United States. We know that under the appropriate circumstances a guardianship can be the correct solution. But it can also be a weapon of destruction if it falls into the wrong hands. How Alaska can avoid these problems!
Monitoring the Guardian & Monitoring the Case 1.5 hours (CLE’s approved)
Learners will understand tips on how to better serve the population that is under a guardianship order as well as providing some guidance on how to spot when a guardian is failing in his or her duties.
Managing an Income Trust with Patrice Icardi 1.25 hour (CLE’s approved)
Local attorney, Patrice Icardi discusses the role of the trustee with managing an Income trust, also known as a Miller’s trust for guardians and conservators. This training is also applicable for guardianship professionals to understand the role of a trustee when also a guardian.
Medicaid & Public Assistance: An Overview 1.25 hours (CLE’s approved)
This session will provide an overview of the basic rules of both applying for and managing two popular programs under the Division of Public Assistance, Adult Public Assistance and Medicaid. Tips for application will be provided and an understanding of the annual review and day to day management of these programs.
Smart Investing for Individuals in Guardianship 1.25 hours (CLE’s approved)
This session will discuss investment management and fiduciary options to provide appropriate asset allocation vehicles for different beneficiaries’ ages and needs. This session will also cover the Uniform Prudent Investor Act and provide fiduciary best practices for investments and beneficiary portfolio selection. An overview of how to handle unique investments such as real estate, oil/gas/water/mineral interests and promissory/mortgage notes will also be provided. Beneficiary budgeting and planning will also be addressed as well as an ABLE account planning review.
LGBT: Serving with Dignity 1.0 hours – Contact Hours only
Guardians and guardianship professionals should be open to working with their clientle from all walks of life. Learn some of the terms that are considered offensive and tips about how to maintain a balanced perspective.
Trusts and Public Benefits 1.25 (CLE’s approved)
Paula will be speaking about First Party and Third Party Special Needs Trusts and Qualifying Income Trusts (Miller Trusts) She will address the establishment and administration of these types of trusts as well as address the Social Security and Medicaid rules and regulations that govern the various types of trusts.
Managing Social Security Benefits as a Rep Payee 1.25 (CLE’s approved)
This presentation will provide an overview of two different types of income streams from the Social Security Administration; SSI and SSDI. Participants will have a better understanding on how to navigate the income and asset limitations, reporting and expectations of the Social Security Administration.
COVID-19 Pandemic:The Perfect Breeding Ground for Scammers! With Teresa Holt 1.25 (CLE’s approved)
Learn how scammers have used the COVID-10 pandemic to grow their business. Think you are too smart to fall for a scam? Hear the story of how Barbara Corcoran from Shark Tank was targeted. Information on the current scams happening across the nation and in Alaska. Practical tips for identifying scams. If you can spot a scam, you can stop a scam. As we had extra time in this session, we also discuss Financial Orders of Protection.