Crisis Prevention: Advanced Elder Care Planning

Date: Thursday, May 13, 2021
Time: 11:00am - 12:00pm
Location: TBD

ABOUT THE PROGRAM
Every estate planning practitioner faces challenges working with aging and elderly clients and their families. Issues that arise often include diminished physical and mental capacities, lack of necessary health and estate planning documents, and difficulties managing clients’ needs on a day-to-day basis. Through a panel discussion and case study, the Council will explore techniques and resources available to tackle some of these challenges before they become crises.

Topics Will Include:

•  Reviewing Health and Estate Planning Documents – What should be in place and what happens if no documents exist

•  Getting Daily Financial Life in Order – How can you assist your clients and their families in managing financial decisions to provide maximum resources and minimum disruption.

•  Planning for Care and Other Services – What services are available and how they may help your clients before and after healthcare issues arise

ABOUT THE PANEL

Mary Hughes, Proprietor, Peace of Mind Solutions LLC
Ms. Hughes is a Daily Money Manager and sole proprietor of Peace of Mind Solutions LLC. She offers the following personalized and confidential services to her clients: estate document organization; financial record keeping, bill payment and account reconciliation, tax document organization, and insurance claim preparation and research. She launched Peace of Mind Solutions because she wants to help other families simplify the organization of their estate. 
Ms. Hughes’ early career in corporate marketing and market research gave her the experience to manage and operate a successful executive recruitment business focused on market research professionals with her husband over the past 10 years.  Based in Howard County, she graduated from the University of Delaware and is a member of the Coalition of Geriatric Services, the American Association of Daily Money Managers and serving as Treasurer for the Business Women's Network of Howard County.

Lauren Leffler, Esq., Partner, Oliver Family Law
Ms. Leffler represents clients in Howard County, Baltimore County, Baltimore City, Anne Arundel County, Montgomery County, and Carroll County regarding divorce, child custody/visitation, spousal support, child support, prenuptial agreements, same-sex law, adoption, guardianship, separation agreements, estate disputes, estate and trust administration, and estate planning. She has received Clients' Choice awards from Avvo in the areas of trusts, probate and estate planning. During her career, Ms. Leffler has worked with a variety of government agencies including the United States Securities and Exchange Commission, the United States Department of State and the White House. She is admitted to practice in the state of Maryland and while she strives to negotiate disputes outside of court, she is fully prepared to litigate if it is what is best for her clients.

Ed Nolley, Gilchrist Volunteer
Volunteering at Gilchrist since 2014, Mr. Nolley serves as a Doula and companion to individuals approaching end of life. In addition, he is a leader in Gilchrist's We Honor Veterans Program and has lead hundreds of salute ceremonies for Veterans Day across residential care communities and in the homes of veterans. He is chair of the Gilchrist Ambassador Team whose volunteer members contact organizations regarding end of life decisions, hospice and related aspects and the wonders of Gilchrist. In 2018, Mr. Nolley was named one of the top volunteers for Gilchrist-Greater Baltimore Medical Care Hospital.  Having had a longtime dedication for enhancing the lives of seniors and individuals with special needs, Mr. Nolley started as an orderly at Keswick Multicare Center as a summer employee. He has continued his service to Keswick eventually being elected President of the Board (1998-2003) receiving an award for 50 years of volunteer service. He was named "Keswick Volunteer of the Year in 2004. He continues to serve as a Director Emeritus for both Keswick and the Arc of Baltimore.

Laura Thomas, Esq., Davis, Agnor, Rapaport, Skalney
Ms. Thomas focuses her practice on developing comprehensive estate plans to help clients preserve their legacies. She works with individuals at various stages in their lives, from young professionals to those dealing with the administration of an estate.  Ms. Thomas has a particular affinity for assisting multi-generational business owners preserve and protect the businesses they spent lifetimes building. She serves on various professional committees, including the Maryland State Bar Association Estate and Trust Section Council Legislative Committee and the American Bar Association Young Lawyers’ Division Real Property, Trust, and Estate Committee. She speaks frequently on the Maryland and federal estate tax. Prior to joining Davis, Agnor, Rapaport & Skalny. Ms. Thomas practiced estate planning and administration for private clients at a Bethesda law firm. She also served as a Tax Consultant in the Estate Tax Unit at the Comptroller of Maryland where she audited Maryland estate tax returns.

Schedule
7:15 am -  Coffee, Networking and Breakfast
8:00 am -  Program Begins
9:15 am -  Program Concludes

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