THURSDAY, APRIL 28, 2022
7:30 a.m. - 8:45 a.m. | Registration/Continental Breakfast/Visit with Exhibitors
8:45 a.m. - 10:30 a.m. | General Session 1 (1.0 Ethics)
Title 36 Civil Commitment from Start to Finish
Josh Mozell, Esq. + Panel TBA
Frazer, Ryan, Goldberg & Arnold, LLP
Phoenix, AZ
Sponsored by
10:30 – 11:00 a.m. | Morning Break in Exhibit Hall
11:00 am - 12:00 pm | General Session 2
How is a Clinical Psychologist Beneficial to Fiduciaries? A Working Guide
A Clinical Psychologist’s consultation is most often utilized as a reactive process after effective life management has already derailed for an individual and an evaluation is ordered during a Guardianship and Conservatorship process. However, proper use of a Clinical Psychologist could begin at admission of a client into your fiduciary practice or prior to Guardianship/Conservatorship action if possible. This presentation is designed as a working guide to proper use of a Clinical Psychologist and other Mental Health Providers in your practice.
Dr. Sharon Bell, Psy’D
Founder and Licensed Clinical Psychologist
Associates in Health Psychology
Glendale, AZ
Sponsored by
12:00 – 1:30 p.m. | Luncheon/Annual Membership Meeting
1:30 – 2:30 p.m. | Concurrent Breakout Sessions
Forensic Accountings by the Numbers* (.5 Ethics)
Jeanette Bloss, Licensed Fiduciary
JSB Fiduciary & Estate Management Services, LLC
Tucson, AZ
Setting Investment Goals
Jeremy Lau, CFA, CFP®
Prudent Investors
Ladera Ranch, CA
2:30 pm – 3:00 pm | Afternoon Break/Visit with Exhibitors
3:00 – 4:00 pm Concurrent Breakout Sessions
The Impact of Psych Diagnosis
on ALTCS Eligibility*
State statute requires that ALTCS eligibility is based on the medical needs of the applicant not Mental/Psych health. This creates many denials for those applicants that have a mental health primary diagnosis. This session will explain rationale of the statute, review case studies to illustrate impact, and how we can better manage these cases to improve approval rates.
Jill Pulliam, Owner & CEO
Benefit ResultsScottsdale, AZ
Trust Administration: Traps for the Unwary (.5 Ethics)
Alisa Gray, Esq. & Elise Adams, Esq.
Tiffany & Bosco, PA
Phoenix, AZ
4:00 – 4:15 pm | Break
4:15 – 5:15 pm | General Session 3 (.5 Ethics)
Strengthening Partnerships with APS Investigators:
Working TOGETHER to Assist the Vulnerable Adults we ALL Serve
Joei O'Grady, Program Manager and Kim Lanker, Senior Quality Assurance Manager
Arizona Department of Economic Security (DES) Adult Protective Services
Sponsored by
5:30 - 6:30 p.m. | Networking Reception
FRIDAY, APRIL 29, 2022
7:30 a.m. - 8:45 a.m. | Registration/Continental Breakfast/Visit with Exhibitors
7:30 a.m. - 8:45 – 10:15 a.m. | General Session 4 (.5 Ethics)
State Benefits for Disabled Beneficiaries with a Touch of Ethics
Come learn about the eligibility criteria for various state and federal based benefits. Each benefit program has its own set of rules, reporting requirements and exceptions. The maze of benefits can be confusing, and the loss of benefits can be problematic for you and the beneficiary.
Emily Kile, Esq.
Kile Law Firm, Scottsdale, AZ
Sponsored by
10:15 a.m. - 10:45 a.m. | Morning Break/Visit with Exhibitors
10:45 am - 12:15 pm | General Session 5
Financially Navigating Pandemic-Induced Inflationary Forces
Jeremy Lau, CFA, CFP®
Prudent Investors
Ladera Ranch, CA
Beth Jo Zeitzer, Esq.
R.O.I. Properties
Phoenix, AZ
Sponsored by
12:15 - 1:15 p.m. | Luncheon/ Awards / Raffles
1:30 p.m. - 2:30 p.m. | Concurrent Breakout Sessions
ABLE and Special Needs Trusts: Deciding What Vehicle to Use When*
Learn about the benefits of ABLE accounts AND special needs Trusts. It can be confusing to determine what vehicle will best meet the needs of the beneficiary, understand the eligibility criteria, pay requirements and disclosure requirements. There is no “one size fits all” approach to helping beneficiaries. However, understanding how they each work best and the limitations of each should help you determine how to move forward.
Emily Kile, Esq.
Kile Law Firm | Scottsdale, AZ
Peter J. Wall, Director of Fiduciary Services
True Link Financial | Denver, CO
Selling, Buying & Resolving Real Estate Disputes in Fiduciary Matters
(.5 Ethics)
In this program, Ms. Zeitzer will discuss the market trends that we are currently experiencing with residential, commercial and land assets, along with issues that Fiduciaries typically face in Estate Administration and Contested Estate matters involving real property. Additionally, she will discuss proactive and practical strategies to assist Fiduciaries in fulfilling their fiduciary obligations when dealing with real property in Estate matters.
Beth Jo Zeitzer, Esq., CEO
R.O.I. Properties | Phoenix, AZ
2:30 – 3:00 p.m. Afternoon Break/Visit with Exhibitors
3:00 - 4:15 p.m. Closing General Session 6 (1.0 Ethics)
Fiduciary Fees – Substantiate the Value of Your Services
Clearly articulating the valuable fiduciary services you provide within a short entry on an invoice is more art than science. It is a tedious, but necessary, aspect of our profession. As in all communications, the over-arching goal is understanding. In addition to justifying compensation for our efforts, we should consider it an opportunity to inform interested parties as to the value and benefits conferred by our actions. During this session, we will provide answers to common questions regarding the fees charged for fiduciary services.
Roger Coventry, Licensed Fiduciary
Childers & Coventry | Glendale, AZ
Sponsored by
