Aging and Disability Legal Assistance
Training Resources

• Adult Guardianship National Reform
  • presented by Dari Pogach
• Demystifying the Guardianship & Conservatorship Process
  • presented by Kathryn Monro
• Guardianship/Conservatorships 
  • presented by Chris Walker
• Representation of Persons Facing/Under Guardianship
  • presented by Homa Woodrum
• Supported Decision Making
  •  presented by Susan Gobbs, Esq
• Supports for Decision Making
  • presented by Theresa Baldry
• The Guardianship Challenge: Crafting Fiduciary Appointments Properly
  • presented by Dan Wilson
• The Guardianship Toolkit  
  • created by the Legal Services Developer Program
• Less Restrictive Options: Alternatives to Guardianship
  • presented by Theresa and Isaac Baldry
• Preserving Individual Dignity & Self-Determination in Guardianship
  • presented by Tal Goldin

• The Friendship Center
  • presented by Eric Parsons

• Best Practices for Guardians
  • presented by Erica Costello
• How to be a Power of Attorney Agent
  • presented by Richard Heitstuman
• Guardians in Montana with the Yellowstone County Guardianship Council
  •  presented by Morgan Dake and Becky Wiehe
• The Lifespan Respite Program
  •  presented by Vicki Clear
• CaringInfo.org: Preparing for Caregiving
  
  • presented by Sharon Stevenson DVM PhD
  • Training Slides: Preparing for Caregiving
• CaringInfo.org: Healthcare Issues in Caregiving
  
  • presented by Sharon Stevenson DVM PhD
  • Training Slides: Healthcare Issues in Caregiving
• CaringInfo.org: Financial and Legal Issues in Caregiving
  
  • presented by Sharon Stevenson DVM PhD
  • Training Slides: Financial and Legal Issues in Caregiving
• POA vs. Guardianship
  • presented by Susan Gobbs

• Adult Protective Services 101
  • presented by Trevor Tangen
• Alzheimer’s Grant
  • presented by Katherine Feehan and Tasha Bradshaw
• Consumer Protections;
  • presented by Marcus Meyer
• Faith and Community Based Services
  • presented by Tracy Moseman
• Hospice;
  • presented by Ninia Baehr
• Social Security 101
  • presented by Susan Gobbs, Esq
• Medicaid 101
  • presented by Lynn Vogl
• Medicare 101
  • presented by Janet Stellmon
• Mental Health of America - Montana
  • presented by Shellie Aune
•  Money Follows The Person;
  • presented by Michelle Christensen
• Montana Legal Services;
  • presented by Alex Clark
• Office of Consumer Protection
  • presented by Emily Nichols
• Ombudsman 101
  • presented by Carmen Sciabica
• Public Housing & Covid;
  • presented by Pam Bean
• Consumer Financial Protection Bureau;
  • presented by Lisa Schifferle
• The Senior Companion Program: 
  
  • presented by Kelley Moody
• The SNAP Program Training Video
  • presented by Aria Beitler-Williams
  • Supplemental Nutrition Assistance Program (SNAP) Program Link
• MonTECH
  • presented by Shawna Hanson
• The Waiver Program
  
  • presented by Jean Perrotta
• Faith and Community Based Services
  • presented by Row Lawler

• Accounting for Financial Disputes
  • presented by Richard Heitstuman
  • Sample Accounting Worksheet (Excel)
• Exploitation by a Stranger vs. Known Individual
  • presented by Susan Gobbs, Esq, and Richard Heitstuman
• Financial Exploitation
  • presented by Michael Hagenlock
• How to Stay Safe Online
  • presented by Richard Heitstuman
• ID Theft Recovery
  • presented by Richard Heitstuman
• Money Mule Scams
  • presented by Richard Heitstuman
•  Working with Financial Institutions
  • presented by Jennell Huff
• Medicare Fraud, Waste and Abuse
  • presented by Renee Labrie-Shanks
• Demystifying Elder Abuse and Exploitation Prosecutions - Part 1: Criminal Case Procedure
  • presented by Mike Fanning
• Demystifying Elder Abuse and Exploitation Prosecutions - Part 2: Crimes and Prosecution
  • presented by Mike Fanning
• Romance Scams
  • presented by Katy Lovell
• Elder Fraud Hotline
  • presented by Lori McGhee
• Older Adult Nest Egg Program
  • presented by Dr. Peter Lichtenberg
• The SAFE Program
  • presented by Latoya Hall

• Estate Planning 101
  • presented by Katy Lovell
  • Estate Planning Slides
• Family Dynamics
  • presented by Katy Lovell, Richard Heitstuman and Katherine Feehan
  • Family Dynamics Training Slides
• Hardship Waiver
  • presented by Stefan Kolis
• Indian Wills
  • presented by Kate Seaton
• If I Should Become Incapacitated
  • presented by Katy Lovell
• Financial Planning for Caregivers Part 1
  • presented by Susan Gobbs, Esq
• Financial Planning for Caregivers  Part 2
  • presented by Susan Gobbs, Esq
• Mixed Bag (Pre-Planning)
  • presented by Susan Gobbs, Esq and Suzanne Voss
• POA v. Guardianships
  • presented by Susan Gobbs, Esq
  • POA Tipsheet
• Probate 101 pt. 1
  • presented by Tammie Lund-Smith
  • Probate 101 pt.1 slide deck
• Probate 101 pt. 2
  • presented by Tammie Lund-Smith
  • Probate 101 pt. 2 slide deck
• Veteran's Benefits
  • presented by Stefan Kolis
• Special Needs Trusts
  
  • presented by Stefan Kolis

Legal Resources

• Legal Advice vs Legal Information
  • presented by Susan Gobbs, Esq
• Diminished Capacity: What Is It & How Do We Recognize Its Effects?
  
  • presented by Susan Gobbs, Esq
• Important Elder Law Resources
  • presented by Richard Heitstuman and Katy Lovell
• Crowley Fleck Pro Bono Program
  • presented by Morgan Dake
• The Legal Services Developer Program
  
  • presented by Katy Lovell, Annalisa Bell, Richard Heitstuman

• Understanding Dementia Behaviors
  • presented by Susan Gobbs, Esq
• The 10 Signs of Alzheimer's
  • presented by Susan Gobbs, Esq
• The Alzheimer's Work Group
  • presented by Jan Smith

• Aging in the LGBTQ Community
  • presented by Andy Nelson
• Current Issues in Medical and Long Term Care
  • presented by Eric Carlson
• Working w/ Disabled Adults(Communication)
  • presented by Theresa and Isaac Baldry
• Person First Language
  • presented by Richard Heitstuman
• Aging Conversations
  • presented by Susan Gobbs, Esq
• The Falls Prevention Program
  • presented by Melissa Dale
• The Arthritis Program
  • presented by Melissa Dale
• The Foster Grandparent Program
  • presented by Angela Nelmark
• Hearing Assistive Technology
  • presented by Dr. Hillary Carter
• Billings Cancer Clinic Oncology Support Team
  • presented by Kim Sorenson, Renea Parker, and Maci Deavila
• Reverse Annuity Mortgage Program
  • presented by Rebecca Holland