Elder Law Section

Thank you to our Premier Sponsor

Elder Law Institute: Empowering Vulnerable New Mexicans

October 25, 2019

Presenter Biographies

CLE Information


Thank you to our Support Sponsors


Materials and Forms (To be used in conjunction with live presentation)

8:30 a.m. - An Introduction to Supported Decision-Making (SDM) and How the Center for Public Representation Has Piloted the Practice in Massachusetts and Georgia (Michael Kendrick, Ph. D., Director of Supported Decision-Making Initiatives; Anna Krieger, Center for Public Representation)
Presentation: SDM Webinar
Document: SDM Webinar Handout

Additional Information: www.supporteddecisions.org.

9:45 a.m. - Break (15 minutes)

10:00 a.m. - How to Complete the New Annual Conservator Reporting Form (Elise Mignardot, CPA, Compliance and Quality Control Director, NM Office of the State Auditor)
Presentation: How to Complete the New Annual Conservator Reporting Form
Document: Example #1
Document: Example #2

11:00 a.m. - Break (15 minutes)

11:15 a.m. - Supported Decision-Making: An Update on U.S. Trends (Morgan Whitlatch, Legal Director, Quality Trust for Individuals with Disabilities)
Presentation: Supported Decision-Making : An Update on U.S. Trends
Document: US Trends in SDM Handout

12:15 - Lunch (provided at the State Bar Center) (45 minutes)

1:00 p.m. - Guardianship Mediation Panel (Jocelyn M. Torres, Esq.; Robert Rambo, Robert Rambo mediation LLC; Lori Millet, ABQ Elder Law PC)
Presentation: Elder Mediation Ethics, Law and Guardianship

2:00 p.m. - Break (15 minutes)

2:15 p.m. - Best Practices in Guardianship and Conservatorship: (Panel: Rosanna Soloperto, Professional Guardianship Associates, Inc., and Selena Emener, A Basic Balance , LLC.)
Presentation: Best Practices In Decision Making 

2:30 p.m. - Let's Take Action! Audience Group Participation: Principles of Decision Making Applied to Real Life Scenarios (Rosanna Soloperto; Selena Emener)
Document:  Decision Making Scenarios 1-3 
Document:  Decision Making Scenario 4 
Document:  Decision Making Scenario 5
Document:  NGA Standards 6, 7, 8 

3:30 p.m. - The Decanting Law (Eric Burton, Burton Law Ltd. Co.)
Presentation: Decanting Presentation 

4:30 p.m. - Adjournment 

Course, Content, and Materials Provided by Center for Legal Education*

*The Center for Legal Education of the NMSBF owns the copyright to these materials. Permission is hereby granted for the copying of individual pages or portions of pages of this by photocopy or other similar processes, or by manual transcription, by or under the direction of licensed attorneys for use in the practice of law. Otherwise, all rights reserved, and no other use is permitted which will infringe the copyright without the express written consent of the Center for Legal Education of the NMSBF.