“Since 1983, California Advocates for Nursing Home Reform (CANHR), a statewide nonprofit 501(c)(3) advocacy organization, has been dedicated to improving the choices, care and quality of life for California’s long term care consumers. Through direct advocacy, community education, legislation and litigation it has been CANHR’s goal to educate and support long term care consumers and advocates regarding the rights and remedies under the law, and to create a united voice for long term care reform and humane alternatives to institutionalization.”

Phone: (415) 974-5171
Link: California Advocates for Nursing Home Reform (CANHR)
Updated: 1 Sep 2009

“Part of our mission is to protect, support, and advocate for an aging population, particularly those with disabilities. This is done through various programs: Adult Protection, In Home Support, Veterans Services, Area Agency on Aging, and Long Term Medical Care.”

Phone: (510) 577-1900
Link: Alameda County California Social Services
Updated: 1 Sep 2009

“The JFKU Elder Law Clinic, opened in 2005, provides free legal assistance to elders (age 60 and above) who have been financially abused or exploited and who are of low- to moderate-income and live in Alameda, Contra Costa, and Solano counties. The Clinic also offers public presentations that can help you or your loved ones recognize and prevent potential elder financial abuses.”

Phone: (925) 969-3341
Link: John F. Kennedy University Elder Law Clinic
Updated: 1 Sep 2009

CEB Logo

Congratulations to Srinoi G. Rousseau, who was choosen as an update author for the Continuing Education of the Bar’s (CEB) Conservatorship Practice. The book is an authoritative publication that guides attorneys in their practice of the law. Srinoi revised Chapter 9, Bonds which examines and illuminates the practice of bonding, a sort of insurance policy for people who are handling others’ assets.

Srinoi will also be a panelist in October 2009 at the CEB’s Fundamentals of Elder Law Practice, a Continuing Legal Education (CLE) program for attorneys.

The panelists, well-known Elder Law specialists, will discuss:

  • Scenarios that give rise to conflicts and ethical pitfalls
  • What strategies are available to help your clients plan for long-term care—without undoing all their estate planning goals
  • How to develop and economically manage an Elder Law practice

The CEB was founded by the University of California and the State Bar of California, CEB inaugurated CLE in California in 1947 to foster the professional development of California lawyers.

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riday, October 23 Priscilla Camp will be honored by Legal Assistance for Seniors (LAS) at their 2009 Annual Fundraising event. The Lifetime Achievement Award will be presented by the Honorable Carol A. Corrigan, Associate Justice of the California Supreme Court, at a luncheon where Belva Davis, Host of KQED’s This Week in Northern California, will serve as Mistress of Ceremonies.

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  Special Needs Trust, sometimes called a supplemental needs trust, is a trust that is created and designed to hold property of beneficiaries who are disabled or mentally ill so they can enjoy the use of the property and still qualify for needs-based public benefits. Supplemental Security Income (SSI) and Medicaid (which in California is called “Medi-Cal”) are the more common needs-based public benefits which Special Needs Trusts are created to protect.

A key to maintaining eligibility for needs-based public benefits is that the beneficiary cannot have control over the assets in the Special Needs Trust (SNT). The beneficiary cannot manage the assets, has no right to demand receipt of income or property from the SNT, and has no power to name the manager of the trust (known as the trustee) or to change the terms. The use of the SNT’s assets for the benefit of the beneficiary is determined at the discretion of the trustee of the SNT. The trustee can be a family member, friend, or private professional trustee.

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Cornerstones of Care

Priscilla Camp will be presenting at an education program designed for professionals presented by the Institute on Aging entitled CAPACITY: WHAT IS IT? HOW DO WE ASSESS IT? WHAT HAPPENS WHEN WE LOSE IT?

Priscilla will co-lead the workshop Protect Your Clients, Protect Yourself: A Psychologist and Attorney’s Roadmap for Issues of Capacity, Decision-Making and Undue Influence in an afternoon session on September 16.

During this workshop, the presenters will explore the complex issues of diminished capacity, consent for care, evaluation of capacity and challenges of undue influence. Using case law, case studies and ethical regulations, they will introduce a road map to guide your actions from the onset of care, at difficult junctures of care management and when you suspect undue influence.

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ere’s a nightmare situation, not uncommon in Elder Law practice.

A parent lives in squalor, without proper nutrition, refuses to see a doctor, doesn’t bathe, doesn’t take medications that were prescribed years ago after the last contact with a doctor, refuses help, won’t move to assisted living, the house needs repair, and so on. Or, to make things even worse, there are two parents in this situation. Either way, the adult child is desperate for a solution.

It is commonly believed that establishing a Conservatorship, through a costly and stressful Court-supervised process, will force the parent(s) to cooperate, but this is often not the case. Many people in this condition don’t care what piece of paper someone has from what Court; they will not, or cannot, live a safer or more appropriate life, and will refuse to cooperate with all efforts to improve the situation. Conservatorship is not a magic wand, and comes with no method to enforce a Conservator’s decision that the parent(s) live elsewhere, eat, take pills, see a doctor, or fix the house. It may be that waiting for an acute medical condition to occur, forcing hospitalization and possibly nursing home placement of someone who is too sick to fight back, is the only solution.

This interim is a good time to ask a care manager to take a look, even though the parent adamantly refuses to consider having help in the home. When there appear to be untreated medical problems, a care manager who is an RN, or has one on staff, may be preferable. If the care manager can get into the house, options for obtaining some measure of cooperation may be apparent.

The care manager’s assessment may also help determine whether or not, if the child is considering petitioning for Conservatorship, a Conservatorship of the Person would be workable. It is not advisable to request authority to manage food, clothing, shelter, and physical health if there is no way to perform those duties. Care managers, however, often know very skillful and experienced caregivers who can be effective in the most difficult situation.

The child must be prepared to sign a contract for the assessment, and be financially responsible for it. This usually amounts to a few hundred dollars and is almost always a good investment.

Even if a solution does not immediately result, the child will have a relationship with someone who can be called in if things change, and will feel better for having done whatever is possible under the current circumstances.

A version of this article originally appeared in the Bulletin of the Alameda County Bar Association.

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Heard this morning on NPR, click here to listen to a wise and moving account of a daughter’s search for a strategy to appeal to her mother to move to assisted living.

Fanni Green tells her daughter, Danyealah, about moving her mother, Pauline, into an assisted living facility after her health began to fail.

Listen to this and other stories at StoryCorps’ web site.

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pon your first contact with our firm, you will speak with Office Manager Deirdre O’Connell. She will gather the basic facts about your legal concerns and the names of the people involved, in order to determine if we are the appropriate legal advisor for you. If we are a good match she will schedule a meeting with the appropriate attorney, tell you how to prepare for the meeting and what documents would be helpful to bring. If we aren’t an appropriate match, she will try to provide you with referrals and online resources. There is no charge for your conversation with Deirdre, but please choose a time to call when the conditions are optimal for you, for example, when you won’ t be rushed (allow 15-30 minutes), are in a distraction-free environment, and if at all possible, can call from a land line for the best connection quality.

Deirdre speaks with over 400 callers each year in this process and is remarkably suited to the task. She has an exceptional memory, tremendous compassion and empathy for the needs of our clients, and a well developed problem solving ability that she attributes to being the youngest of a large family. New clients often comment on how helpful she was when they first contacted our office.

Deirdre is a 1980 graduate of Yale University, where she majored in Political Science. She has managed law offices since 1988, and has worked with Priscilla Camp since 1991. She describes herself as a “people person”, and enjoys conversation, especially if it leads to helping someone move toward solutions. Her notes and suggestions are tremendously helpful to the attorneys as they begin working with new clients.

Priscilla Camp, 2009 Super Lawyer

Srinoi G. Rousseau, 2009 Super Lawyer

Katherine A. Montgomery, 2009 Super Lawyer

Once again, all three partners of Camp  Rousseau  Montgomery, LLP, Priscilla Camp, Srinoi G. Rousseau and Katherine A. Montgomery, have been designated as Northern California Super Lawyers.  Priscilla Camp, the Senior Partner, has received this recognition for the past four years and Srinoi G. Rousseau and Katherine A. Montgomery have been recognized the past two years.

Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. Five percent of the total lawyers in the state are selected for inclusion in Super Lawyers.

As a firm dedicated to doing the best possible for their clients, Camp Rousseau Montgomery, LLP is pleased to be so honored.

Please bring the following information about the deceased:

  1. Name, including all aliases (alternate names or spellings that may have been used at any time during the decedent’s life);
  2. Citizenship;
    click here to continue reading…

“Founded in 1977, Family Caregiver Alliance was the first community-based nonprofit organization in the country to address the needs of families and friends providing long-term care at home. FCA  now offers programs at national, state and local levels to support and sustain caregivers.”

Phone: (415) 434-3388
Link: Family Caregiver Alliance (FCA)
Updated: 28 Oct 2008

Information about the people involved:

  • Proposed Conservatee’s personal information:
    • Name: full legal name and any aliases;
    • Date of birth;
    • Social Security number;
    • Residence: mailing address and phone number;
    • Current whereabouts (if not currently living at residence): mailing address, facility name (if any) and phone number;

      click here to continue reading…

This is a link to the Handbook for Conservators, a 302 page book (in its printed version) that describes in detail the responsibilities and duties of a Conservator. It is hosted on the California Superior Court’s web site. This tome will give you a good idea of the complexity of the task a Conservator is undertaking when embarking on a Conservatorship.

Link: California Courts Self-Help Center
Updated: 15 Oct 2008