POWER OF ATTORNEY

held February 25, 2009

Topics

  1. WHAT IS IT?

  2. WHAT IS FIDUCIARY RESPONSIBILITY?

  3. GUARDIANSHIP/CONSERVATORSHIP

  4. DRAFTING TIPS

  5. WHAT SHOULD BE IN THE DOCUMENT

  6. COMMON MISTAKES

  7. PRACTICAL TIPS

PANELISTS

The lead discussant of our legal series is Robert S. Bullock, principal of the Elder and Disability Law Center and a most dynamic and engaging presenter. He focuses his practice in the areas of Medicaid, Medicaid eligibility, public benefits, guardianships, conservatorships, disability planning, supplemental needs trusts, the legal issue of competency, and Elder Law.

Mr. Bullock is a Commissioner on the Virginia Alzheimer’s Disease and Related Disorders Commission. He is also the Chairperson of the District of Columbia Senior Resource Group and is a director of Shared Horizons, and the trustee for the Vimer Pooled Trust in the District of Columbia. He has served as Chairperson of the Special Education Advisory Committee to the Alexandria, Virginia School Board for two terms and the Governor’s Advisory Committee on Special Education for the Commonwealth of Virginia. He has received the Education and Leadership Award from the Association of Retarded Citizens – Riggs Bank.

Mr. Bullock is qualified to serve as a guardian ad litem in the United States District Court for the District of Columbia and is regularly appointed to serve as guardian and conservator in the commonwealth of Virginia. He is an active member of the National Academy of Elder Law Attorneys. In December 2004 and December 2006, he was named one of the top ten Elder Law attorneys in the metropolitan area by the Washingtonian. In 2007, Mr. Bullock served on the Estates Trusts and Probate committee of the District of Columbia Bar and in May of 2008 he was recognized by that committee for his leadership and initiative.

In Mr. Bullock’s spare time he coaches Special Olympics basketball in Fairfax County, Virginia.

MODERATOR

Ayn WellefordE.  Ayn Welleford, PhD, received her BA in Management/Psychology from Averett College, MS in Gerontology and PhD in Developmental Psychology from Virginia Commonwealth University. She has taught extensively in the areas of Lifespan Development, and Adult Development and Aging, Geropsychology, and Aging & Human Values. As an educator, researcher, and previously as a practitioner she has worked with a broad spectrum of individuals across the caregiving and long term care continuum.

As Associate Professor and Chair of VCU’s Department of Gerontology, she currently works to “Improve Elder Care through Education” through her Teaching, Scholarship, and Community Engagement. Outside of the classroom, Dr. Welleford provides community education and serves on several boards and committees. She currently serves as Chair of the Governor’s Commonwealth of Virginia Alzheimer’s and Related Disorders Commission.Dr. Welleford is the proud recipient of the 2008 AGHE Distinguished Teacher Award.

REVIEW THE RECORDING

REVIEW THE SLIDES