On-Demand Video
CC

Alternatives to Guardianships 2022


  • City:
  • Start Date:2022-05-23 20:00:00
  • End Date:2024-05-23 20:00:00
  • Length:
  • Level:Intermediate
  • Topics:Elder Law

$249.00 ["ProPass"]

[{"jurisdiction":"Supreme Court of Delaware Commission on Continuing Legal Education","status":"Self Apply","state":"Delaware","credits":"","expiration_date":"May 23, 2023","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]},{"jurisdiction":"Virginia State Bar","status":"Self Apply","state":"Virginia","credits":"","expiration_date":"October 31, 2022","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]},{"jurisdiction":"Supreme Court of New Jersey Board on Continuing Legal Education","status":"Reciprocity ","state":"New Jersey","credits":"","expiration_date":"May 23, 2025","speciality_credit":[{"category":"General","state_category":"General","credit":"3.6"}]},{"jurisdiction":"The Florida Bar","status":"Self Apply","state":"Florida","credits":"","expiration_date":"November 23, 2023","speciality_credit":[{"category":"General","state_category":"General","credit":"3.5"}]},{"jurisdiction":"New York CLE Board","status":"Approved","state":"New York","credits":"","expiration_date":"May 23, 2025","speciality_credit":[{"category":"General","state_category":"Areas of Professional Practice","credit":"3.5"}]},{"jurisdiction":"Supreme Court of Ohio","status":"Credit not available","state":"Ohio","credits":"","expiration_date":"December 31, 2022","speciality_credit":[{"category":"General","state_category":"General","credit":"0.0"}]},{"jurisdiction":"West Virginia State Bar Continuing Legal Education Commission","status":"Applied for","state":"West Virginia","credits":"","expiration_date":"May 23, 2025","speciality_credit":[{"category":"General","state_category":"General","credit":"3.62"}]},{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"May 23, 2024","speciality_credit":[{"category":"General","state_category":"General","credit":"3.0"}]}]
Credit States Status Credits Earn credit until

Overview

Pennsylvania law requires the use of less restrictive alternatives to guardianship wherever possible. New models have emerged, including supported decision-making, which can meet the needs of individuals who have cognitive impairments while preserving their autonomy to the greatest extent possible. Come learn about these new development and best practices to incorporate alternatives to guardianship.

Topics include:

  • Why should we consider alternatives to guardianship?
  • Financial alternatives
  • Healthcare alternatives
  • Supported decision-making
  • Proposed reforms
  • Practical ways to address the court

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI customer service at 800-932-4637. Please allow up to two weeks after the program for the printed version of the course book to be shipped.

Recorded in May 2022.

Faculty

Robert Feliciani III, Esq.

Robert works as a Vice President and Senior Fiduciary Advisor for PNC Private Bank. Prior to his current position Robert served as the Chief Legal Officer for a guardianship company and has practiced in the area of guardianship and fiduciary law for nearly 15 years.  Robert represented numerous guardians and fiduciaries in orphans’ court litigation matters.  Robert also served as court appointed counsel for numerous incapacitated individuals. Robert graduated Widener University School of Law and is currently located in Philadelphia, PA.

Pamela Walz Esq.

Ms. Walz is a Supervising Attorney at the Health and Independence Unit at Community Legal Services (CLS) in Philadelphia, where she represents low-income older adults and individuals with disabilities in matters involving nursing home and personal care home residents’ rights, access to home and community based long term services and supports, public benefits and guardianship. In addition to representing clients, Ms. Walz engages in administrative and legislative policy advocacy and provides community education on elder law issues. She is an appointed member of the Pennsylvania Supreme Court’s Advisory Council on Elder Justice in the Courts. She also serves as a consumer advocate on the Long Term Services and Supports Subcommittee of the Department of Human Services’ Medical Assistance Advisory Committee. Ms. Walz is the immediate past Chair of the Pennsylvania Bar Association Elder Law Section. She received her J.D. from Harvard Law School in 1989 and graduated from the University of California, San Diego in 1986 with a degree in English Literature.

David Jaskowiak Esq.

Mr. Jaskowiak is a sole practitioner in Jenkintown, PA, who has been in practice since 1987. He received a Bachelor of Arts from La Salle College (now, University) in 1977, graduating maxima cum laude. After several years working as a licensed real estate broker in the Commonwealth of Pennsylvania, he received his law degree from Temple University in 1987, graduating cum laude. His work in the area of elder law now focuses principally on litigation involving elder abuse, POA abuse and other financial exploitation issues, filial support, and guardianships.  He has previously presented for the Pennsylvania Association of Elder Law Attorneys (“PAELA”), the Pennsylvania Bar Institute, the Montgomery County Bar Association, the Elder Roundtable for Justice, and both the Lehigh and Montgomery County Estate Planning Councils.  He is admitted to practice in Pennsylvania, New Jersey, the United States District Courts for the Eastern and Middle Districts of Pennsylvania, and the Third Circuit.

Lois Murphy

Judge Murphy has been serving the Court of Common Pleas in Montgomery County since January 2010 and succeeded the Honorable Stanley R. Ott as Administrative Judge of the Orphans’ Court Division in January 2015. The Orphans’ Court Division approves adoptions and hears a wide variety of matters including terminations of parental rights, guardianships, will contests, trust and estate matters, and matters related to minor’s estates and non-profits. Judge Murphy is a member of the Pennsylvania Supreme Court’s Advisory Council on Elder Justice in the Courts and serves as the chair of the Orphans’ Court Section of the Pennsylvania Conference of State Trial Judges. Judge Murphy graduated from Harvard College in 1984, magna cum laude and Harvard Law School in 1987, cum laude. Judge Murphy served as a law clerk to the Honorable George C. Pratt of the United States Court of Appeals for the Second Circuit, then served as a trial and appellate litigator in the Civil Division of the United States Department of Justice, and then as in-house counsel to a national non-profit organization advocating for women’s rights. Judge Murphy practiced law at Morgan Lewis in Philadelphia and at Heckscher, Teillon, Terrill & Sager, in West Conshohocken, Pennsylvania. She is a frequent lecturer on topics including guardianships, access of justice for older adults, end of life decisions, Orphans’ Court practice and procedure, and the Pennsylvania Uniform Trusts Act.


You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.