INCAPACITY: ISSUES, IMPACTS and ETHICS

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The Santa Fe Estate Planning Council is proud to present:

INCAPACITY: ISSUES, IMPACTS AND ETHICS

The Big Picture: Dementia Types, Warning Signs and Impact on Cognitive Function

Presenter: Beth Kallmyer, MSW, Vice President, Care and Support, Alzheimer's Association

Incapacity Planning and Knowing Who You Represent 

Presenter: Morris Klein, Esq., Certified as an Elder Law Attorney by the National Elder Law Foundation, Fellow, National Academy of Elder Law Attorneys, Member Special Needs Alliance

Ethical Issues in Representing People with Diminished Capacity

Presenter: Margaret Graham, Esq., Member Special Needs Alliance, Elder Law Section NM State Bar Association, Board Member Senior Citizens Law Office, Past President and Current Board Member NM Guardianship Association

Other Considerations and Situations to Be Aware Of

Presenters: Kallmyer, Klein and Graham

4 CE Credits

About the Speakers:

Morris Klein practices law in Maryland and the District of Columbia, concentrating in elder law, special needs law and estate planning.  He holds the prestigious title of a “Certified Elder Law Attorney” by the National Elder Law Foundation.            

Mr. Klein is the immediate past chair of the Maryland State Bar Association Elder Law and Disability Section.  He has also served as a co-chair of the D.C. Bar Estates, Trusts and Probate Section.  Mr. Klein is a past member of the Board of Directors of the National Academy of Elder Law Attorneys (NAELA).  He is a NAELA Fellow, a member of the NAELA Council of Advanced Practitioners, and a founding member and past president of the Maryland/DC Chapter of NAELA.  He was a member of the Board of Directors of the Special Needs Alliance, a select group of attorneys who advise on special needs issues, and he was a member of the Board of Directors of the Maryland First Disability Trust, a not-for-profit pooled trust for persons with special needs.  He was also a member of the Board of Directors of what was then called the Alzheimer’s Association for the National Capital Area.  He was previously recognized by Washingtonian Magazine and by Bethesda Magazine as a “top lawyer” in the field of elder law. He is a current member of the Montgomery County Commission on Aging.

Mr. Klein received his J.D., M.P.P. (Master in Public Policy) and B.A. degrees from the University of Michigan at Ann Arbor.  His office is at 4520 East West Highway, Suite 700, Bethesda, Maryland.  His web site is www.morrisklein.com.

Beth Kallmyer, MSW, is vice president of Care and Support for the Alzheimer’s Association, overseeing national and local programs for individuals facing Alzheimer’s and their families, as well as outreach to professional care providers.

Kallmyer leads the Association’s care and support services, including the 24/7 Helpline (800.272.3900). This nationwide resource, staffed by specialists and master’s-level clinicians, offers confidential information and support to people affected by Alzheimer's and other dementia. She also manages ALZConnected^®, a free online community for people living with dementia and their caregivers, and Alzheimer’s Navigator^®, an online assessment tool to help those facing the disease create personalized action plans. Additionally, Kallmyer oversees all of the Association’s education programs, including the new Understanding Alzheimer’s and Dementia and 10 Warning Signs of Alzheimer’s, as well as the delivery of support groups and care consultation services nationwide.
 
Kallmyer managed the development of the Association’s Dementia Care Practice Recommendations, which outline recommendations for quality care practices based on a comprehensive review of current evidence, best practice and expert opinion. The recommendations were published as a supplement to The Gerontologist and are being used to train care providers and facilities across the U.S. She oversees the Association’s efforts to influence quality care in long-term care and community-based settings through a variety of initiatives based on the practice recommendations.
 
Kallmyer oversees a number of psychosocial research projects measuring the effectiveness of interventions for caregivers and individuals living with dementia. 
 
In addition to nationwide initiatives, Kallmyer and her team work with more than 70 Association chapters across the country as they enact programs in local communities.
 
As a frequent Association spokesperson, Kallmyer has been interviewed by numerous national media outlets, including NPR, JAMA: The Journal of the American Medical Association, “CBS Sunday Morning,” The New York Times and The Wall Street Journal.
 
Kallmyer has more than 30 years of experience in the nonprofit sector, including health care, emergency services, and community mental health and hospice. She holds a master’s degree in social work from the University of Illinois, Chicago, and a bachelor’s degree from Saint Mary’s College.

Margaret “Peggy” Graham began her career in Topeka, Kansas where she practiced for 15 years before returning to Albuquerque. While practicing in Kansas, Peggy tried many cases to a jury verdict while an Assistant Attorney General, represented the State in numerous child and adult abuse cases, established guardianships and conservatorships for hundreds of vulnerable adults, represented the State in Medicaid and welfare benefits appeals, and served as an Administrative Law Judge for seven years.

Upon moving back to Albuquerque with her family in 2009, Peggy has focused her practice on elder law, specifically in representing individuals and families in the appointment of  guardians and conservators for the elderly or disabled as both the petitioning attorney and Guardian ad Litem, estate planning, probate, and fiduciary litigation. Peggy has tried cases in both state and federal court, and has represented clients before administrative bodies, including the Social Security Administration and New Mexico Human Services Department.

Peggy is a frequent speaker on Medicaid planning, special needs planning, guardianships & conservatorships, and special education.

Peggy has a unique perspective on the representation of families who have members with developmental disabilities and special needs as she is the mother of a special needs child.