Showing posts with label Continuing Education. Show all posts
Showing posts with label Continuing Education. Show all posts

Wednesday, August 21, 2013

"Older & Wiser" Presentations Planned



After laying off for the Summer (and much of the Spring) as a blogger, I am resuming, coincident with my teaching of "Elder Law & Practice" at Widener University School of Law, beginning this evening.   This is my welcome message to the students.

It is also an announcement about a pro bono project undertaken by the Dauphin County Bar Association, using the template of the Older & Wiser® Program.

This program, conceived and implemented in 2003 by the Neighborhood Legal Services Association, is intended "to deliver important information on legal issues affecting older adults, their care givers and their families."  As a national template, it is "a free program set up in a seminar style where local state legislators and volunteer attorneys give information on these matters of special importance."
The materials for each Older & Wiser® seminar have been developed by Managing Attorney Joseph M. Olimpi and private attorney volunteers.  Each Older & Wiser® seminar is presented by a pro bono attorney who provides an informative overview of a particular legal issue, followed by a question and answer period. 
Current session topics include:
  •     Protection through Powers of Attorney and Living Wills
  •     Dealing Effectively with a Healthcare Facility
  •     Guarding Against Senior Fraud
  •     Understanding Retirement Benefits
  •     Learning about Last Wills and Living Trusts
  •     Avoiding Missteps in Medicaid
  •     Predatory Lending and the Elderly
At each presentation, handouts and brochures are available to take home. Appropriate referral information is given if attendees are in need of direct legal services. For those attending who are income eligible, there are reduced fee and free of charge services available to meet your needs.

The goal of the Older & Wiser® Program is to provide information that will assist older adults and their families in making wise decisions that protect them and the things they own. Everyone who is interested is welcome, regardless of age, and the seminars are offered free of charge.

In an announcement to its membership on August 21, 2013, describing "another pro bono opportunity for Dauphin County Bar Association members", implementation in Central Pennsylvania was described:
[W]e are working with MidPenn Legal Services to make Older & Wiser® presentations in the community (see dates below).
The Older & Wiser® Program is a way to deliver important information on legal issues affecting older adults, their care givers and their families. It is a free program set up in a seminar style where local elected officials and volunteer attorneys give information on these matters of special importance. 
Legal services and private attorney volunteers have prepared all the materials for each Older & Wiser® seminar (a Power Point presentation, handouts and brochures) for you.   Each Older & Wiser® Power Point Presentation is presented by a pro bono attorney who provides an informative overview of a particular legal issue, followed by a question and answer period.  
At each seminar, the audience receives handouts to take home. * * *
In particular, Representative Sheryl M. Delozier is hosting three presentations using the "Older & Wiser®” and we are looking for pro bono attorneys to present on:
  • Thursday, September 12 from 9:00 am – 10:30 am – Protection through Powers of Attorney and Living Wills
                Bethany Vlg East Comm. Rm (766-0279)
                325 Wesley Drive
                Mechanicsburg, PA 17055
  • Thursday, September 26 from 9:00 am – 10:30 am.  – Understanding Retirement Benefits
                Essex House (730-7302)
                20 North 12th Street
                Lemoyne, PA 17043
  • Thursday, October 10 from 9:00 am – 10:30 am – Dealing Effectively with a Healthcare Facility
                Simpson Public Library (766-0171)
                16 North Walnut Street
                Mechanicsburg, PA 17055
  • Thursday, October 31 from 9:00 am – 10:30 am – Learning about Last Wills and Living Trusts
                The Woods at Cedar Run (737-3373)
                824 Lisburn Road
                Camp Hill, PA 17011
Attorneys interested in presenting can contact  Sandy Ballard, Esq., Public Services Coordinator, Dauphin County Bar Association, 213 North Front Street, Harrisburg, PA 17101 (Ofc: 717-232-7536; Fax: 717-234-4582; Email: sandy@dcba-pa.org.

Members of the public -- Look for such programs in your area, or plan on attending those listed above.

Friday, June 15, 2012

Today is WEAAD

Today, Friday, June 15, 2012, is the seventh annual World Elder Abuse Awareness Day (WEAAD).

The goal of WEAAD is to increase awareness of elder abuse throughout the world and bring attention for the need for prevention and action. Every year, millions of older adults are abused, neglected or exploited, with many cases never being reported. 

WEAAD also supports the United Nations International Plan of Action, which identifies elder abuse as a public health and human rights issue.

Yesterday, the White House Symposium on Elder Abuse was held in recognition of WEAAD. The daylong symposium featured national experts and government officials in presentations and panel discussions that were broadcast live on the White House website from 9-11:30 AM and 1:30-4:00 PM.

In the afternoon, some Pennsylvania attendees commented on the widespread and vicious nature of financial elder abuse, and their efforts to combat it in Eastern Pennsylvania.

On the National Commission on Elder Abuse's Take a Stand” webpage, you can learn about other WEAAD events occurring across the country, searchable  by state.

Today, in Pennsylvania, in recognition of WEAAD, two organizations from Eastern Pennsylvania -- CARIE and the SeniorLAW Center, of Philadelphia -- hold their Elder Justice: Protection and Advocacy Technical Assistance Regional Conference in State College at The Penn Stater Conference Center.
The [Conference] will provide an enhanced understanding of Elder Justice in Pennsylvania. 
The Conference will also provide an opportunity for victim service providers and allied professionals from the surrounding counties to enhance their skills and network, increase collaboration, share best practices, and learn about emerging victim advocacy trends. 
David R. Hoffman, Esquire will deliver the keynote speech presenting on the State Perspectives of the Adult Protective Services System. 
The remainder of the agenda will include an Elder Abuse Task Force presentation, a leadership panel, direct services panel and break-out exercises involving a case study for each group to problem solve by learning about and utilizing the services of multiple agencies in order to build networks and strengthen victim services in each community. * * *
The professional groups invited to the Conference in State College include: Community Social Services providers (non-aging), Aging Services Providers, Adult Protective Services, Domestic Violence Service Providers, Medical/health Professionals, Faith Community, Law enforcement, Community Legal providers/network, Other Criminal Justice Professionals, Local Government, and Community Leaders. 

You can view or download Mr. Hoffman's 16-slide PowerPoint presentation, posted by CARIE.  His overview provides statistics,  definitions, situations, approaches, resources, and needs.

You may also be interested to view the elder abuse resources posted by the Center for Elders and the Courts, including its Elder Abuse Curriculum for State Judicial Educators and its new Elder Abuse Toolkit, which was promised to be available today, in recognition of WEAAD.

Tuesday, February 14, 2012

"Closure": Change Expectations for End-of-Life

The Closure online multimedia educational project of the Jewish Healthcare Foundation, Inc., of Pittsburgh, PA, "is an initiative to change expectations for end-of-life." 

The Project's goal is "to empower consumers and healthcare professionals with easy-to-access, simple-to-understand information and resources to make educated decisions about end-of-life care."
No one wants to die. But the truth is everyone’s life will someday come to an end. It’s important to think about what you want, and what you want to avoid.

Closure is not going to make talking about death any easier. Nothing can do that. But our resources and tools will make the process of determining what you want at end-of-life less difficult and confusing.
The online presentations are professionally crafted, substantively accurate, seriously sensitive, and efficiently educational.

The Closure 101 Project offers "a curriculum of educational lessons dealing with an array of complex end-of-life issues."  The lessons cover issues arising from a medical diagnosis and treatments that may lead to decline and death.  How can we maintain dignity, respect, and love during such a stressful and demanding process that involves not only the patient, but a family and friends?

These lessons teach in twelve videos with slides, each introduced on that website:
  1. Questions to Ask the Doctor -- People often have a lot of questions when they learn that they have a serious illness or that a loved-one has developed a life-threatening disease. Where should you start? What are the most important questions to ask? This lesson will help guide you through an open and honest conversation with your doctors.
  2. Prognosis -- Many people with a chronic illness want to know exactly how long they have left to live. While no one can make an exact prediction, understanding your prognosis is very important in determining what treatments you want to pursue. This lesson will explain how to talk to your doctor about your prognosis and highlight what important questions you need to ask.
  3. Decision Making -- There are many treatments which are often tried in patients with a serious, life-threatening illness to attempt to lengthen life. Sometimes these treatments are life-saving. Other times, these treatments may make little or no difference in how long or how well someone lives and may increase his or her suffering. This lesson highlights what decisions you may need to make and what to consider when weighing your options.
  4. Advance Planning -- It’s important for you to plan ahead while you are healthy and able to make decisions about end-of-life. Planning ahead gives you the opportunity to get input from your family, doctors and religious advisors. This lesson explains why advance planning is important and teaches you how to complete a living will.
  5. Hospice and Palliative Care -- Palliative care is appropriate for anyone with a life-limiting disease, including cancer, serious heart disease, end-stage dementia or lung diseases. It focuses not only on physical comfort, but also provides emotional and spiritual care. Hospice is a type of palliative care. This lesson clearly outlines the specifics of both options.
  6. Medicare Hospice Benefit -- The original goal of the Medicare Hospice Benefit (MHB) was to support families caring for a dying relative at home, but that has evolved. The MHB now pays for medical, nursing, counseling and bereavement services to terminally ill patients and their families. This lesson outlines the key points of the MHB so that you can better access the services that you need when you need them.
  7. End-Of-Life Care for Children -- Despite remarkable advancements in medicine, many children with a life threatening illness will die. In this lesson, you will learn about how and why the experience of serious illness and dying is different for children and see what solutions pediatric palliative care can offer in those situations.
  8. Caregiver Stress -- Caring for someone who has become ill or losing a loved one that you were caring for can induce a stress response. We cannot make stress go away but we can change how our brain responds to it. This lesson introduces a series of healthy lifestyle behaviors and the techniques that will reduce the influence of stress on your mental and physical health.
  9. Long Distance Caregiving -- Long distance caregiving has its own unique challenges. This lesson provides you with the tools to overcome those challenges. You will learn about available support and resources as well as new techniques to ensure that you are also taking care of yourself.
  10. When Your Loved One is Dying -- Being a caregiver to someone who is dying can be a meaningful experience. But you may have a lot of questions about what to expect and how to care for your loved one. This lesson will help you gain a better understanding of the changes that are taking place and explain what to do if something goes wrong.
  11. Grief and Mourning -- Death is part of the life cycle that will affect all of us in our lifetime. Grief is one of the most universal human reactions, yet it is unique to each bereaved individual and can be very isolating. In this lesson, you will learn the six tasks of mourning, uncover myths and symptoms surrounding grief and learn where to find support.
  12. Religious and Cultural Issues -- Each religion or culture has its own way of dealing with the fear, moral uncertainty and deeper meaning associated with death and dying. This lesson will introduce you to end-of-life traditions from varying religious and cultural backgrounds.
I viewed most videos and recommend them.  There is no "religious" message or agenda promoted, despite sponsorship by a faith-oriented organization.  The lessons seem suitable for all faiths and cultures.

The website also offers a personalized Self Assessment to help customize and specialize online learning.  If you register, the website can retain logged user information to resume viewing sessions later.

These lessons could be the foundation for group teaching or discussion in a community or church setting.

The Closure website lists many valuable collections of resources, such as:
  • National Resources: Quick links to useful Web sites and online tools that can help you broaden your knowledge about end-of-life care issues and aid in your decision-making process.
  • Southwestern Pennsylvania Resource Directory: A comprehensive guide to resources about end-of-life issues for residents of southwestern Pennsylvania. 
  • Helpful Tools: An index of important documents and tools for end-of-life planning that you can download and complete.
  • Books and Manuals: A listing of books and manuals dealing with end-of-life care issues.
  • Useful Terms: An online glossary of important terms and acronyms for patients and families.
These are valuable end-of-life coping resources that should be made available to patients in treatment centers and hospice facilities everywhere in Pennsylvania.

Monday, January 09, 2012

"Tax Talk" about Federal Individual Taxes

The Tax Talk Today program, scheduled from 2:00 to 3:40 PM on Tuesday, January 10, 2012 (and available for replay online over the next twelve months for registered users), will present a comprehensive discussion of changes in individual income tax rules and procedures, reviewed by highly-knowledgeable speakers -- Preston Benoit, Deputy Director, IRS Return Preparer Office, and Jason Langley, National Public Liaison, Internal Revenue Service, along with three industry commentators.

You must Log In or Register to view the show and its resources, or a transcript afterwards.

This is the Program Outline:

    IRS Return Preparer Regulations Update 
  • Registered tax return preparer competency test – who must take it and how to prepare
  • Implementation of background check
  • CPE Requirements
    What’s new for 2011 Filing Season
  • Schedule D changes and new Form 8949 to report capital gains and losses.
  • Self-employed health insurance deduction no longer allowed on Schedule SE.
  • First-time homebuyer credit only allowed for small number of filers.
  • Repayment of the first time homebuyer credit directly on Form 1040
  • Business standard mileage rate increased twice in 2011
  • Medical care and moving rate increased twice in 2011
  • Roth IRAs converted or rolled over in 2010 and not reported on 2010
  • Additional tax on distributions from health savings accounts and Archer medical savings accounts increased to 20%
  • New Form 8938 may need to be filed if you have foreign financial assets
  • Schedule L no longer needed to figure your standard deduction
  • Schedule M no longer in use because the making work pay credit has expired
  • Alternative motor vehicle credit has expired unless the vehicle is a new fuel cell motor vehicle
  • Due date for individual returns pushed two days to April 17 because of Emancipation Day in DC.
    Expired Tax Provisions 
  • Payroll tax reduction (Two month extension)
  • Expenses of elementary school teachers
  • State and local sales tax deduction
  • Contributing property for conservation purposes
  • Qualified tuition deduction
  • IRA distributions for charitable purposes
  • Parity for employer-provided mass transit and parking benefits
  • Credit for nonbusiness energy property
    Tax Provisions That Will Expire 
  • Individual tax rate reductions (the “Bush tax cuts”)
  • Reduced tax rate on dividends and capital gain
  • Overall limitation on itemized deductions
  • Marriage penalty
  • EITC, Child, Dependent care and Employer-provided child care credit changes
  • Adoption credit
  • American opportunity tax credit
  • Work Opportunity Credit
  • Returning heroes tax credit and wounded warriors tax credit
  • Itemized vs. Standard Deduction
  • Declining itemized deductions (lower mortgage interest and real estate taxes)
  • Increasing standard deduction
  • Planning for taxpayer advantage
    Tax Issues Arising From Current Housing Market 
  • First-time homebuyer credit repayment or recapture
  • Foreclosures and short sales
  • Tax Issues Arising From Current Job Market
  • Moving expense deduction after being out of work
  • Unemployment compensation
  • Contract employment and self-employment
  • Premature retirement plan withdrawals, early retirement and social security
    New IRS Regulations 
  • Proof of delivery of tax documents
  • Interest and penalty suspension rules
  • User fee for enrolled agents and enrolled retirement plan agents
  • EITC requirement to file Form 8867
For background about the Tax Talk Today program and its presentations, see:  PA Elder, Estate & Fiduciary Law Blog posting "Tax Talk Today" Online (11/08/11).

Tuesday, November 08, 2011

"Tax Talk Today" Online


Browsing through the Trusts & Estates website recently, I noted a useful learning service regarding federal tax laws and return preparation, available on the Internet: Tax Talk Today.
Sponsored by the Internal Revenue Service, Tax Talk Today is a live Internet program featuring industry tax experts and professionals and top representatives from the IRS.
Each program features discussions, real time interaction and the opportunity for viewers to participate in the discussion by e-mailing questions directly to the studio. Late-breaking news from the IRS may augment or pre-empt original programming, making Tax Talk Today a primary you heard it here first source of news about IRS initiatives, rules and decisions.
In addition to the Live webcast, the FREE programs are available for up to 12 months through Tax Talk Today archives, as audio Podcasts or on DVD (perfect for conducting group viewings or for staff training).
This service began in 2001 as a public service of the IRS, according to "Website of the Month: Tax Talk Today" (2004), by  Susan B. Anders, posted by The CPA Journal, published by the New York State Society of CPAs.  Since 2009, the presentations have been produced by Tax Talk Today, Inc., a private company in Bethesda, MD, with content provided by tax-related companies in coordination with the IRS .

Tax Talk Today is promoted as a free service for those "auditing" presentations -- that is, those who do not expect to receive certified professional education credits.  Without payment (but still with a required online registration), you can replay any presentation, either live or archived, over an Internet-connected device.  Also, you can read the word-for-word transcripts of any past session, including any post-presentation supplemental materials.
Free of charge, viewers can tune in to each program and watch live, in addition to watching for up to 12 months by going to the Archives, or listening to the Audio Podcasts.
Earning CPE credit requires a purchase.* * *
The topics are varied, current, and important for tax professionals.  Past presentations are archived for a year, so listening or retrieving materials can be done conveniently.

Examples of archived presentations in 2011 instructive for a trust and estates lawyer, an accountant/preparer, or a consumer interested in this federal tax principles and procedures, include:
To watch a presentation or access transcripts of past sessions, you must first provide an email address and create a password, then reply to an automated message sent to that email address.  When you log in for the first time, you must complete a registration form with basic information.

All that is simple.  Far harder is recalling what email address and password you supplied originally -- so keep both with your tax records.
"Our office thinks these tax talk sessions are a great idea.
An easy way of getting information out."
-- A Tax Talk Today participant

Friday, September 16, 2011

Blogger Notes 35th Law School Reunion

On a personal note, I will attend the 35th Reunion of the Class of 1976 of The Dickinson School of Law (now a professional graduate school of Penn State University) on Friday evening, September 16th, and Saturday, September 17th, 2011.

To promote classmate attendance, I created a website, DSL Proud 1976, where I noted:
The "Proud and Independent" Dickinson School of Law that we once attended evolved into the more expansive Penn State University Dickinson School of Law (also known as Penn State Law or The Dickinson School of Law of the Pennsylvania State University).  It now operates in two locations -- University Park, Pennsylvania and Carlisle, Pennsylvania -- as a unified enterprise with a solid reputation, a growing stature, and a bright future.
On that class reunion website, I noted the changes in the Law School.  I posted images reflecting the changes and links explaining them.

I'm proud to be a graduate; and I'm proud that the Law School still educates lawyers well.

Anyone contemplating a law school education should consider The Dickinson School of Law of Penn State University.

Thursday, May 19, 2011

"Conquer Catastrophe" Course on June 10, 2011

On Friday, June 10, 2011, from 9:00 AM to 4:30 PM, the Pennsylvania Bar Institute will present a course entitled "Conquer Catastrophe: Reviving Professionally and Healing Personally".  I am a course planner and a presenter.  The subject?  Recovery by lawyers from a personal catastrophe.

The PBI's website lists the course description through a Table of Contents of the course manual.  It is priced very reasonably, since this presentation is a service to the Bar.

I constructed a separate website for the course, also entitled "Conquer Catastrophe", which offers information and resources on the subject matter, but not the written materials for the course.

As a course planner, I submitted a course explanation to be included in the materials, which I reproduce below. 

This course is very unusual and highly personal, but relevant.  The presenters' backgrounds are deep and varied.  We will all learn from each other.

The course will be presented just one-time, live in the Harrisburg area, broadcast simultaneously to ten other locations in Pennsylvania, on Friday, June 10, 2011, from 9:00 AM until 4:30 PM. Of the six hours of continuing legal education, one hour will qualify for the ethics requirements.

Afterwards, the course will become available from PBI in audio format, with the printed materials; and it could be ordered online.  The companion website will remain available publicly, free.
Conquer Catastrophe:
Course Overview through Twenty Questions
By Neil E. Hendershot, Esq.
"I am not concerned that you have fallen.
I am concerned that you arise."
-- Abraham Lincoln (Lawyer & 16th US President)

          “So You're Going to Present . . .”, published in 2004 by the Association for Continuing Legal Education, is a booklet that guides legal course planners and speakers in preparing a "high quality learning-focused presentation."
          For the construction of this unusual and quite customized PBI course, I answered that booklet’s questions (Chapter 2, pp. 8-9), which reflect the purpose and setting of the course, and suggest what participants might learn:
1.  What are the issues that have given rise to dealing with this topic?
          My personal experiences and past searches for resources highlighted a lack of concentrated information targeted towards lawyers who are affected by a personal catastrophic event.  I sought guidance for such a “patient-professional” (my term for a lawyer whacked by a sudden debilitating illness, accident, or event) to revive professionally and heal personally for a continued productive life.  This course is our attempt to assemble such information.
2.  Is there a specific event or series of events that precipitated the concern about this topic?
          My personal experiences in 1999 with a burst appendix and life-saving internal surgery, and again in 2009 with a broken neck and reconstructive spinal surgery, together with recoveries from those unforeseen, catastrophic events, were my primary motivation to plan this course.  However, current national events, including the increasing number of brain and spinal injuries suffered by our troops serving in Iraq and Afghanistan, and also the shooting of Representative Gifford in Arizona, highlight the need for rehabilitation and retraining for productive lives.
3.  Are there new changes?  e.g., new legislation, regulations, or case law?
          Pennsylvania state laws regarding disability have not changed significantly, recently.  However, there are pending reports to the Legislature regarding both Powers of Attorney (Chapter 56 of the Probate, Estates & Fiduciaries Code) and Guardianship (Chapter 55).  The proposed improvements mainly affect procedures and formalities, not substantive rights.  These evolving financial and personal management arrangements will be referenced.
          Furthermore, the existing federal laws and systems providing benefits to disabled persons likely will be changing due to long-term fiscal constraints, but that is a political process only now gaining momentum.  We will reference the Social Security, Medicare, and Medicaid systems.
          On the other hand, the Veterans Administration and the armed services are more receptive towards long-term treatment of brain injuries for injured military personnel.
4.  What are the new issues related to these changes that need to be addressed?
          For the patient-professional, applicable legal areas include disability insurance coverage, medical insurance coverage, government benefits, increasing accountability as a professional under malpractice insurance and ethical rules, and tort reform. 
          Also, the business and legal environments have constricted economically so that responding to recovering patient-professionals can be more difficult.
5.  How do these issues affect practice?
          A lawyer struck with an injury, illness, or traumatic event must develop a personal approach to maintain a position or a practice, even while reduced in capability.  This is a complex, demanding process.  It can be conducted successfully if the patient-professional tenaciously pursues a vision of recovery and resumption -- or at least reorientation into productive activity.
6.  Given these issues, what possible content could be focused on?
          Those topics are set forth in the course agenda.
7.  What are the areas of content that may need to be addressed through continuing education?  Are the issues being addressed in other ways as well?
          This course is distinctive and wide-ranging.  These topics are addressed by other disciplines s and in other settings than those involving lawyers.  For example, the University of Maryland’s Shock & Trauma Center and many major medical centers, hold educational seminars. Its Trauma Survivors Network provides information and support to members and their families.
          Some health care insurers offer case management and wellness programs.
          Specific causes of personal catastrophe are addressed by non-profit organizations, such as the American Heart Association (for heart and stroke), the Christopher Reeves Foundation (for spinal injuries), the American Cancer Society (for all forms of cancer), and the American Lung Association (for breathing diseases), among thousands that educate and advocate.
          Social networking collects people of similar interests, commitments, or experiences, who share resources and offer encouragement.
8.  If this is a part of several presentations, how does this presentation fit with what else is being presented?
          This is a one-time course.  However, I hope that other professions, such as accountants and physicians, might develop similar informational resources.
9.  How do other lawyers see this issue? What do they think they need to learn?  How open are they to learning and changing in this area of practice?
          This is the point of the suggested opening exercise for the audience and their sharing of stories.
10.  What is the likely range of perspectives about this issue?
          Lawyers are a hardy, highly intelligent, ego-driven, self-reliant, competitive group.  Lawyers may find the threat of disability or reduced capability difficult to consider. 
          Also, lawyers are driven by thought processes involving time management, rationality, advocacy, and judgment. These characteristics and expectations could be at odds with admissions of performance disability, lack of control, uncertainty as to outcome, extended recuperation, and dependency upon others.
          As to the views of individuals affected by a personal catastrophe, a few speakers will relay their experiences, and others’ stories can be accessed online on the website of the University of Maryland’s Shock & Trauma Center.
11.  What does this audience assume to be true about this issue?  Are these assumptions valid?
          I will ask questions about audience assumptions at the beginning of the course.  The presentations will test whether those assumptions are valid.
12.  What are the hot concerns?  Why?
          The "hottest" concerns would be lawyer performance, fulfillment of ethical obligations, and practice maintenance.  Those are survival issues.  Other issues may seem less immediate, but must be addressed long-term for resumption of a legal practice and emotional stability.  However, all elements are intertwined.
13.  What is the nature of the skill or knowledge gap for this audience in relation to this aspect of the law or legal practice?
          The knowledge and skills required to address recovery from a personal catastrophe are not taught in law school and are not developed in professional work except by observation.  Lawyers are trained in problem-solving and in advocacy instead.  These abilities can be applied to personal situations and challenges.  Lawyers can acquire the skills and knowledge to accomplish a revived work role and healthy personal life.  Much knowledge, however, derives from other fields, such as healthcare systems, psychology/psychiatry, neuroscience and other medical specialties, physical therapy, and even religion/spirituality.  This is the knowledge gap we address in this course.
14.  What is the cause of the gap?
          Limited personal experience, specialization in the law, unpredictability as to a particular future situation, avoidance of negative thinking, focus on day-to-day demands, and a presumption that “it will not happen to me”.
15.  What is the impact of the gap in knowledge or skill on individual practitioners and their clients?
          The gap in knowledge, together with the imposition of disability or debilitation, can result in failure by an attorney to fulfill basic professional and office requirements.  Such insufficiencies can result in lost clients, missed deadlines, insufficient efforts, minimal revenue, personal hopelessness, long-term depression, altered reputation, and possible malpractice, even disbarment.
16.  What are the likely similarities and differences between me and this audience in relation to my view of the topic, my knowledge, skill, and experience?
          My view evolved through two experiences.  I faced challenges to “conquer catastrophe” by being injured by illness in 1999 and by accident in 2009.  I worked through recoveries, with mixed effectiveness.  Those in the audience may not have experienced such catastrophes, or may have coped better or worse than me.  Some may face debilitating illnesses that may prevent return to prior functioning, and some may face degenerative diseases that constantly redefine functioning at a lower level. My views developed in conjunction with the reactions of family, co-workers, and friends.
17.  Will this topic likely appeal to general practitioners, or to lawyers who specialize in this practice area?
          This is not a course for lawyers to develop a proficiency in professional catastrophe remediation -- that field already is known as "personal injury" or “medical malpractice” law.  Instead, this course is intended to inform and guide a lawyer, or that lawyer's family, co-workers, or friends, in constructively and progressively addressing a personal catastrophic event, so that the lawyer can revive a legal practice/position, and heal personally.
18.  What will the audience be doing before and after my presentation?
          Likely, go right back into their current circumstances – normal work, personal recovery, interpersonal support of another, or provider services.  I hope that each participant will be more knowledgeable and positive about the processes and adjustments following a personal catastrophe.
19.  How large is this audience likely to be?
          As large as it needs to be, for those who have been affected.  Others, who now are oblivious to the offering of this course, will access it in the future when a personal catastrophe occurs.
20.  What is the facility like?  What limitations does it have in relation to my being seen and heard by the audience?  What audio and visual equipment is available?
           This is a live presentation at PBI’s headquarters in the Harrisburg area.  This course will be conducted one-time, simultaneously broadcast by audio/video to remote locations in Pennsylvania, and recorded for future audio replay, perhaps over the Internet.

Wednesday, October 20, 2010

Mediation for Elderly

Today I enjoyed participating in a seminar presented in Pittsburgh by the Pennsylvania Bar Institute entitled "Using Mediation to Resolve Disputes Involving the Elderly".

This is the description of the course:
A variety of conflicts involving elderly persons call for effective resolutions that take into consideration a multitude of varying interests and often delicate relationships. ADR, and particularly, mediation often provides the structure and process for that to occur.
This course will provide anyone -- lawyers (general practitioners, as well as elder, healthcare, estates, trusts & probate and business law specialists) and members of the other helping professions -- with the tools they need:
  • to decide whether and when it is likely to be appropriate and helpful to use mediation or another type of ADR to resolve disputes in which that elderly person is involved,
  • to represent a client effectively in preparation for and during an ADR process to resolve such a dispute, and
  • to educate the family members of an elderly person about the conflict resolution options available to support them in maintaining positive relationships with their elderly relative.
Disputes involving the elderly arise in a variety of situations: estate planning and administration; addressing an elderly person`s changing needs or the care they are receiving (whether in a private or institutional setting); deciding on the appointment of a guardian; managing conflicts between elderly people and (of course) resolving intra-family conflicts; and conflicts within institutional settings which, if not resolved, can affect and elder's care and the liability that can accompany errors that arise when conflict is protracted.
In any of these situations, questions may arise about the ability of the elderly person to participate meaningfully in the ADR process due to his or her diminished mental capacity, and how to compensate for this condition. Sometimes, abuse of the elderly person is a factor, and almost always there are multiple parties to the conflict.
Addressing these challenges, in addition to those that typically arise in any mediation, calls for experienced and specially trained ADR practitioners. 
The course was presented previously, on October 13, 2010, in Philadelphia, where it was videotaped.

The interaction among the panel members and those in the audience today -- many with extensive mediation experiences -- set this four-hour session apart from other "lectures" I have heard (or delivered!). 

As a co-planner of the course from its inception, my contribution to written materials involved a new website hosted on Google Sites, which I entitled "Mediation for Elderly."  It remains available as a teaching tool supplementing the printed book.

On its web page entitled Article & Reports, I listed good resources to learn about mediation involving an elderly person.  One of those references is a recent article posted by the AARP Bulletin entitled "Oh, Brother! With Parents Aging, Squabbling Siblings Turn to Elder Mediation" (09/20/10), by Sally Abrahms.

Also on that web page, I referenced previous PA EE&F Law Blog postings regarding alternative dispute resolution, including mediation:
Key course planners Jim Rosenstein and Ann Begler, with the other Philadephia and Pittsburgh panelists, compiled a useful printed resource regarding mediation as one form of alternative dispute resolution well-suited to many seniors encountering problem settings.

Saturday, May 01, 2010

Ageing in Ireland: "Older, Louder, Stronger"

In early March, 2010, a friend of mine, Katherine C. Pearson, sent me an email message from Belfast, Northern Ireland, where she conducts her sabbatical from her position as a Professor of Law at Penn State - Dickinson School of Law, in Carlisle, PA.

In the fall of 2009, Professor Pearson was the Petersen Visiting Scholar in Gerontology and Family Studies at Oregon State University.

During the spring of 2010, she will be a scholar in residence at Queen's University Belfast, in Northern Ireland on a Fulbright grant, conducting interdisciplinary research on policies related to protection and care for older adults, with an international perspective. * * *
After relaying kind personal thoughts, she made an offer that only now -- belatedly, but gratefully -- I accept:
In case you might want a "different" sort of aging article for your blog, I'm attaching something I put together on the train while coming home for an interesting conference in Dublin.

But regardless of the attachment, I hope this email finds you -- and finds you well. I'm sending good wishes and a pot of Irish luck your way!
I note the purpose of that Irish partnership, which promotes its work under the banner "Older, Louder, Stronger":
Changing Ageing Partnership (Cap) funded by The Atlantic Philanthropies seeks to develop a robust evidence base to inform policy development with respect to older people. Research is being developed across a range of areas including: law; economics; politics; sociology; environmental planning, consequently a diverse range of methods will be used. * * *
By her participation, she is gathering ideas from the Continent and considering how we, under our American systems, might better address the concerns raised by our aging population. We will need such ideas to address our growing senior needs creatively!
The Business of Aging – or Ageing – in Ireland
Copyright © by Katherine C. Pearson
[Links added by NEH]

I have long been involved with legal professionals engaged in the business of aging, while also watching students begin their careers in Penn State Law’s Elder Law and Consumer Protection Clinic. With that background, I decided to attend a conference on “The Business of Ageing” in Dublin, Ireland on March 3, 2010. (“Aging” in the U.S. is spelled with an “e” in Ireland and the U.K.)

The conference was sponsored in major part by technology powerhouse Intel, which has a center of health product research in Ireland. My spring sabbatical residence is in Northern Ireland, where I am working at Queen’s University Belfast’s Changing Ageing Partnership, and that made it easy to take advantage of this opportunity.

The motto of the conference was “Turning Silver into Gold” and frankly that phrase gave me a few worries. Students in Penn State’s Elder Law and Consumer Protection Clinic have had a few too many opportunities to see the consequences of home repair “experts,” home lenders, hearing aid companies and insurance companies that tried to tap into the presumed riches held by older persons. Fortunately, I encountered no one trying to market financial products such as deferred pay-off annuities or reverse mortgages that have often have high commissions or hidden transaction costs.

Over 300 people attended. It was standing room only for speakers ranging from the political leader of Ireland, Taoiseach Brian Cowen, to a Harvard professor giving the latest economic and demographical profile for Europe and Ireland.

Unlike the U.S. and U.K., Ireland is still a few years away from hitting the inverted population pyramid created when older persons substantially outnumber younger workers. The extra time is the result of a longer period of high birth rates among its younger families. [See: Irish Times article, State pension age to be set at 68 by 2028 in radical overhaul of qualification structure (03/04/10).]

However, despite the grace period, the economic downturn of the last several years has hit Ireland hard. Even as Ireland’s governing head was trying to put a good face on opportunities for innovation in Ireland, the government was also announcing the need to increase the pensionable retirement age and predicting that future workers would be expected to pay a significant portion of earnings into Ireland’s pension system.

The energy in the room was substantial. I spoke to a young woman working on a PhD that capitalizes on a recent project at Intel where she matched older adults with college age students to provide one-on-one computer training. This project virtually eliminated the drop out-rate from previous efforts to bring older adults fully into the computer age. I met seasoned business people in health and technology fields who were looking to adapt U.S. models for home health and monitoring systems for the population of Ireland.

Speakers included advertising executives and the head of a venture capital company. A few speakers seemed to struggle with political correctness in the language of aging, and some admitted this was the first time they had consciously considered how to market to older adults.

Occasionally I had a renewed shiver of fear, as when one speaker compared marketing for older adults to Robin Hood’s reason for targeting the rich for his thievery, wholly ignoring the fact that at least the fictional Robin Hood was giving the money to the poor rather than lining his own pockets.

Far more impressive was the speaker from B & Q, a home and garden product retailer that has made a conscious effort in Ireland to recruit older employees. B & Q provides the same training and promotion opportunities for all employees, and its older worker profile has helped to ensure a reliable workforce.

Who was missing from the conference – at least as far as I could tell?

I did not encounter any attorneys. Although one accountant assured me, with a smile, that was a good thing.