"Hot Issues and New Legislation Affecting Your Practice"

 

1. Changes to the Arizona Trust Code - Tom Curti, Esq., Fleming & Curti and Bridget Swartz, Esq., Law Office of Bridget O'Brien Swartz

 

2. HB 2806: Uniform Trust Code

 

3. HB 2836: Guardian and Conservatorship Fees and Termination - Jay Polk, Esq., CF, Barron & Polk, PLLC

 

4. Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act - Denice Shepherd, Esq., CF, Law Office of Denice R. Shepherd

 

5. Arizona Rules of Probate Procedure - Jay Polk, Esq., CF, Barron & Polk, PLLC

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February 21 - 22, 2008, Fiesta Inn Resort and Conference Center, Tempe, Arizona
AFA Annual Conference
"To Serve and Protect"

This conference is designed to offer practical strategies to assist fiduciaries, attorneys, guardians and social workers in sharpening their skills and strategies to protect the vulnerable citizens of our state.

You may download resources and presentations below.

1. Sensitivity and Dignity in Understanding Dementia - Terri Waldman, LMSW, Encore Senior Living

2. The Role of the Ombudsman in the SNF and the ALF - Stew Grabel, Ombudsman, Pima Council on Aging

3. Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act - Jerry Kappeler, Maricopa
    County Public Fiduciary's Office

4. Forensic Accountings - Chuck Estes, CPA

5. Are You Protecting Your Office and Your Wards? - Larry Hamilton, Dominion Insurance

6. Changes to the Probate Code - Jay Polk, Esq., CF, Barron & Polk, Richard Vanderheiden, Maricopa County
    Public Fiduciary, and Marlene Appel, Esq., Judge Pro Tem Maricopa County

7. Elder and Dependent Adult Financial Exploitation Prosecution 2008 - Chayo Reyes, Retired LAPD
    Detective, Bunco Unit

8. Death Analysis Review Team (DART) - John Evans, Assistant Attorney General and Peter Santini, CF, Pima
    County Public Fiduciary's Office

9. Behavioral Health and Aging - Melissa Delgado-Flint, PsyD, Senior Horizons

10. Contract Law for Non-Lawyers - Denice Shepherd, Esq., CF

11. Prosecution of Elder Abuse Cases: Case Studies and Lessons Learned - John Evans, Assistant        
     Attorney General and Chayo Reyes, Retired LAPD Detective, Bunco Unit

12. Hospice: What They Do and When You Should Call - Jeanne Elnadry, MD, Hospice of Yuma

13. Biohazard Training - Sharon Godwin, Crime Cleaning and Peter Santini, CF, Pima County Public Fiduciary's
     Office

14. Biohazard Scenarios - Sharon Godwin, Crime Cleaning and Peter Santini, CF, Pima County Public Fiduciary's
     Office

15. Visual Analog Pain Scale - Deanne Ryan, RPh, SeniorCare Consultant

16. Wong-Baker FACES Pain Rating Scale - Deanne Ryan, RPh, SeniorCare Consultant

17. Pain Management - Clinical Strategies for Quality Improvement - Deanne Ryan, RPh, SeniorCare
     Consultant

18. Resident Assessment in the Real World - Deanne Ryan, RPh, SeniorCare Consultant

19. The Top Ten Drug Errors and How to Prevent Them - Deanne Ryan, RPh, SeniorCare Consultant

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July 28, 2007 - Summer Workshop
"Decision Making: Protecting Your Clients, Your Shop and Your Reputation"

The workshop was designed to offer practical strategies to assist fiduciaries in making and documenting the appropriate decisions to best protect your practice and your clients. The workshop included an interactive session involving small group work for the development of relevant decision making processes.
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February 2007 AFA Annual Conference

December 2006 Winter Workshop

"How to Avoid Regulatory Liability in Your Practice"

The AFA would like to thank all of our attendees and presenters for making our December 2006 workshop a huge success.

The agenda for this workshop can be located here.

You may download the presentations from this workshop below:

1. Drafting Policies and Procedures - Catherine Robbins, Mohave County Public Fiduciary

2. Self-Auditing Model Introduction - Catherine Robbins, Mohave County Public Fiduciary

3. Fiduciaries Are Entitled to be Paid for Their Work - Denice R. Shepherd, Law Office of Denice R. Shepherd

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July 2006 Summer Workshop

"Succession Management Planning and Knowledge Management"

July 28, 2006 Prescott, AZ

The AFA would like to thank all of our attendees and presenters for making our July 2006 workshop a huge success.

You may download Microsoft PowerPoint Presentations from this workshop below.

1. Succession Management Planning and Knowledge Management - Richard T. Vanderheiden, Maricopa County Public Fiiduciary

2. Experiencing Joy and Pleasure in Difficult Situations - Dr. Les McAllen, Psychologist and Faculty Member of the Counseling and Psychology Masters of Arts Program at Prescott College

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March 2006 Annual Conference

"Practical Information for the Practicing Fiduciary"

March 2nd & 3rd, 2006 Phoenix, AZ

The AFA would like to thank all of our attendees, presenters and sponsors for making our March 2006 conference a huge success. You may download the conference package here.

You may also download Microsoft PowerPoint Presentations from various sessions.

1. Understanding Social Security Benefits - Jim Pavletich, Public Affairs Officer, Social Security Administration

2. Community and Justice System Working Together - Jennifer Levinson, Deputy County Attorney, Maricopa County Attorney's Office and Karen Stegenga, Mesa Police Department

3. Constructing Florida's Future: Florida's Professional Guardian Lisensure Process - Michelle R. Hollister, Esq., Executive Director, Statewide Public Guardianship Office

4. Medicare Prescription Drug Modernization Act of 2003: Medicare Part D Limited Income Assistance - Jim Pavletich, Public Affairs Officer, Social Security Administration

5. New Medicare Prescription Drug Coverage - Ann Marie Grande, Program Manager, Area Agency On Aging, Region One