Aging Life Care Association, New England Chapter- info to post on website and for ListServe emails

Care Management for Incapacitated Adults: Protecting Your Practice & Their Dignity

Date: Wednesday, February 10, 2021

Time: 4:30– 6 pm  Live online via Zoom
Speakers: 
Dr. Mark Frankel

Attorney Deborah Danger

Attorney Sandra Lundy

Diane C Pappas, CDFA®

This meeting will be held via Zoom. A link will be sent by Tuesday February 9 to those who have RSVP’d. Certificates and/or download instructions will be distributed within 48 hours after receipt of the completed evaluation at the close of the program.

Program:

Panel discussion with medical and legal experts defining the contemporary definition of capacity, and how to best serve clients and their families when capacity is in question.

Through hypothetical scenarios, learn how to help protect clients while honoring their dignity. There is no known commercial support nor conflict of interest for this program.

Objectives:

  1. To describe the contemporary definition of capacity 
  2. To analyze the difference between the medical slope of capacity and the legal spectrum
  3. To design a client centered approach on determining capacity through hypothetical scenarios
  4. To discuss mitigating risks when families seek assistance going to court

About the speakers: 

 Mark Frankel MD:

Mark Frankel MD is a Geriatric Psychiatrist in private practice in Wellesley, MA. He is from New York City where he completed medical school at The Mount Sinai School of Medicine. He completed a Residency in Psychiatry at Massachusetts General Hospital, followed by a Fellowship in Geriatric Psychiatry at McLean Hospital.

Attorney Deborah Danger

Deborah concentrates on Wills, Trusts, Gifting, Closely Held Business Succession Planning, and the Preservation of Family Assets and Vacation Homes. Deborah’s practice also includes protecting people whose capacity and capabilities are decreasing and who need help transitioning to living with more support. She does this through family mediation, and by acting as an agent, trustee, or fiduciary for clients who prefer for a trusted professional to oversee the management of their affairs, rather than a friend or family member. Prior to forming DangerLaw, LLC, Deborah co-founded a multi-state law practice with another attorney. Now, at DangerLaw, Deborah’s practice is contained within Massachusetts and her primary focus is asset protection within the realm of Estate and Estate Tax Planning.

Attorney Sandra Lundy

Since graduating from Yale Law School in 1988, Attorney Sandra E. (Sandy) Lundy has provided sophisticated, knowledgeable, and zealous representation to individuals and organizations in domestic relations, appeals, and general civil litigation. Known for handling complex cases with extraordinary creativity, skill, and passion, Sandy has received widespread recognition from her legal peers. Sandy is a Certified Financial Litigator, a qualification conferred by the American Academy for Certified Financial Litigators on a select group of attorneys after rigorous testing. She sits on the Board of Editors of the Boston Bar Journal and the Board of Directors of the Women's Bar Association. Sandy is a frequent faculty member at professional seminars and has published in numerous legal publications

Diane C Pappas, CDFA®

Diane C Pappas is a Certified Divorce Financial Analyst®, Financial Planner, trained Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice. Diane is Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm who works with couples and individuals helping them resolve the tax and financial issues of their divorce.  Drawing on over 30 years of life and work experience, she specializes in helping clients, attorneys and mediators fully understand the financial complexities encountered during the divorce process

Contact Hours

Please note that anyone arriving after 5:00pm will not be entitled to a certificate.

This program has been submitted to the Commission for Case Manager Certification for approval to provide continuing education credit to board certified case managers with 1.0 contact hours.

Continuing Education Credit has approval pending for 1.0 CE through Commonwealth Educational Seminars for the following professions. (SW and RN for all licenses in New England– see information below.)

Social Workers:

Commonwealth Educational Seminars (CES) is entitled to award continuing education credit for Social Workers. Please visit CES CE CREDIT to see all states that are covered for Social Workers. CES maintains responsibility for this program and its content.

Nurses:

As an American Psychological Association (APA) approved provider, CES programs are accepted by the American Nurses Credentialing Center (ANCC). These courses can be utilized by nurses to renew their certification and will be accepted by the ANCC. Every state Board of Nursing accepts ANCC approved programs except California and Iowa, however CES is also an approved Continuing Education provider by the California Board of Registered Nursing (Provider # CEP15567) which is also accepted by the Iowa Board of Nursing.

It is the participant's responsibility to check with their individual state boards to verify CE requirements for their state. 

Comments or concerns?

Please email Catherine hazcatherinedmm@gmail.com

Guests policy: Guests are welcome to attend the program. If they would like to attend more than twice or if they would like a certificate, they may do so upon joining ALCA. Please send the name, credentials and contact information for your guest to Catherine and she will include them in the program information. 

RSVP

Please RSVP no later than February 8th to:

Catherine Hazlehurst

hazcatherinedmm@gmail.com

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