The course covers the issues presented in representing older clients and those who are providing care for older clients. It will address ethical issues such as confidentiality and conflicts of interest, family and advisor involvement and conflict/confidentiality waivers. It will examine preventive documents such as powers of attorney and trusts and their use, along with determinations of incapacity and the attorney's duties regarding the same, an overview of elder abuse laws and elder resources, the conservatorship/guardianship process for those needing court oversight of the care of their person and/or estate, and will end with an overview of Medicaid eligibility and planning. See Agenda

Key Topics

• Attorney/Client Relations
• Preventive Documents
• Determining Capacity
• Elder Abuse Laws and Resources
• Conservatorships/Guardianships
• Medicaid Planning

Speaker Information

	Attorney Sara R. Traub Pregenzer Baysinger Wideman & Sale, P.C. – Albuquerque, NM With a strong business education combined with a law degree, Sara's practice naturally focuses on taxation and estate planning, and also includes estate administration, guardianships and conservatorships, disability planning and elder law. While studying for her MBA, Sara was a teaching and research assistant in financial accounting and taxation. She also was a member of Beta Alpha Psi academic fraternity for financial information professionals. In law school, she was the Treasurer of the Tax Law Club. Sara represents the third generation of her family to become a New Mexico attorney. She enjoys hiking and is an avid whitewater rafter and kayaker. Education University of New Mexico School of Law, JD, 2008 University of New Mexico Anderson School of Management, MBA, concentration in Tax Accounting, 2002 University of New Mexico, BA University Studies, Phi Beta Kappa, 1999 Admissions to Practice New Mexico State Courts United States Tax Court Certified Public Accountant, licensed in New Mexico Memberships and Activities National Academy of Elder Law Attorneys New Mexico Society of CPAs Member and past president, Adobe Whitewater Club of New Mexico Adjunct Faculty, University of New Mexico School of Law, Fall 2011
	Attorney Laurie A. Hedrich Laurie A. Hedrich, P,A, – Albuquerque, NM LAURIE A. HEDRICH is a shareholder of Laurie A. Hedrich PA, serving clients in Bernalillo, Sandoval, Valencia, Santa Fe, Taos and San Juan counties where her practice emphasizes estate planning, probate, post mortem and trust administration and litigation, guardianships and conservatorships and general business planning. Ms. Hedrich received her B. A. degree from the University of Colorado (1981) and her J.D. degree from Golden Gate University School of Law (1984). She is admitted to practice before the State Bar of New Mexico (1996) and the State Bar of California (1984-current inactive status). Ms. Hedrich has participated in public service workshops and presented at seminars on Wills, Trusts, Post Mortem Administration, Ethics and Advance Health Care Directives, and spoken before professional and civic groups on various aspects of estate planning, probate, post mortem and trust administration and litigation, and has taught Will Drafting at UNM School of Law –Spring 2001. Additionally, Ms. Hedrich was the 2009-2011 Chair and is currently a Director of the Elder Law Section of the State Bar of New Mexico, and a past Director of the New Mexico Guardianship Association, as well as serving on the board of various charitable organizations.
	Attorney Dean B. Cross Law Office of George "Dave" Giddens, P.C. – Albuquerque, NM Dean B. Cross has joined the Law Office of George "Dave" Giddens, P.C. as an associate. His primary emphasis will be helping clients with tax matters and estate planning. He will also assist in the firm's commercial litigation department. Cross has over 22 years of experience as an attorney in the practice area of estate planning, taxation and commercial litigation. He graduated from Oklahoma University College of Law with a Juris Doctor in 1988. Recently, he received his LL.M. in taxation from the University of Miami College of Law in May 2010. He is also a candidate for an LL.M. in estate planning at the University of Miami College of Law. In addition to his legal expertise, Cross also is a certified public accountant. He worked as an adjunct instructor teaching accounting and business law at Eastern New Mexico University in Roswell, New Mexico. Previously, Cross worked as a sole practitioner in Miami Shores, Florida, where he represented clients in all aspects of probate and estate matters. He also prepared real estate contracts, operating agreements, and limited partnerships and partnership agreements. He is a member of the State of New Mexico Bar Association, the Florida Bar Association, and the Oklahoma Bar Association; in addition, he is admitted to practice before the Federal District Court of New Mexico, the Tenth Circuit Court of Appeals and the United States Tax Court. Cross began his legal career in Artesia, New Mexico in 1988 as a partner in the firm of Losee, Carson, Haas and Carroll, P.A. He worked in that firm for ten years before taking a position at the firm of Miller, Stratvert & Torgerson, and P.A. in Las Cruces.

Total CLE Credit Hours: 5.5

This seminar has been approved by the State Bar of New Mexico.

Credit & Programming Satisfaction Guarantee

09:15 AM – 04:45 PM

DoubleTree by Hilton Albuquerque
201 Marquette Avenue Northwest
Albuquerque, NM 87102-2248
Directions

First Registrant: $300
Add Associate/Paralegal: $250

Special: Young Lawyers, with under four (4) years acceptance to the Bar, may use coupon code YL25 to receive a $25 discount when checking out.

Note: Discounts can not be combined.