About Guardian Institute Virtual Conference 2025!

Agenda

time icon 08:00 to 09:00
time icon 09:15 to 10:15

Working with a Client’s Difficult Family

Exploring effective collaboration with clients and challenging family dynamics, this presentation delves into strategies for fostering communication and achieving common goals. Navigate complexities and build successful partnerships in the face of familial challenges.

Stephanie Parker

Paramount Guardianship

Stephanie Parker is an experienced guardian and care manager with over 15 years of expertise working with vulnerable adults and their families. As the lead guardian at Paramount Guardianship, she specializes in supporting individuals with cognitive impairments, mental health challenges, and complex family dynamics. Stephanie’s background includes extensive work in crisis intervention, elder care advocacy, and navigating legal and medical systems to ensure optimal client outcomes. She has collaborated with courts, medical professionals, and community organizations to develop guardianship strategies that prioritize dignity and autonomy. A dedicated advocate for client rights, Stephanie regularly provides training for professionals on best practices in guardianship and care management.

time icon 10:30 to 11:30

Cultural Competence (Emerging Issue)

Cultural competence is a hot topic for professionals providing decisional support for adults. But how did it become a priority? Who does it impact, and when? Can a guardian or conservator build cultural competence with a full caseload of clients from diverse backgrounds and abilities? Dr. Heather Connors will explore the rise of cultural competence as a necessary skill and provide best practices for developing and demonstrating cultural awareness when interacting with clients and their families.

You Will Learn:

1. The definitions of culture, cultural competence, and cultural humility and why they matter. 2. Ways to understand, acknowledge, support, and defend a client’s culture. 3. How to access free downloadable infographics, training, job aids, and research at The Center for Guardianship Excellence.

Heather Connors

Executive Director of The Center for Guardianship Excellence

Dr. Heather Connors is the Executive Director of The Center for Guardianship Excellence, where she leads research and training initiatives to enhance ethical guardianship practices. She has over two decades of experience in the field, working as a professional guardian, researcher, college professor, and speaker. Dr. Connors has dedicated her career to advancing best practices in guardianship and advocating for the rights of individuals under guardianship. Prior to her current role, she served as the Director of Research for Guardian Community Trust, where she designed and launched the Guardianship Academy, a training program addressing key issues in guardianship. Her research has informed policy and professional training on decision-making capacity, ethical guardianship, and elder rights. Dr. Connors is a published author and has taught undergraduate and graduate-level courses in aging, sociology, and qualitative research methods. She serves on the boards of multiple organizations, including the Center for Guardianship Certification, the National Guardianship Association, and the Central Massachusetts Agency on Aging. She is also a member of the Massachusetts Guardianship Policy Institute and serves on the Advisory Committee for Public Guardian Services. Dr. Connors earned her Doctorate of Philosophy in Gerontology Policy Studies from the University of Massachusetts Boston, where she completed a dissertation titled Autonomy vs. Protection: A Comparison of Physicians, Elder Law Attorneys, and Protective Service Case Managers. She also holds a Master of Science in Gerontology from the University of Massachusetts and a Bachelor of Arts in Sociology from the College of the Holy Cross.

time icon 11:00 to 12:00

LUNCH BREAK

time icon 12:30 to 13:30

Hot Topics in Ethics: A View from the Trenches

Frank Acuña has built his law firm around the needs of the professional guardianship community, advising clients through a wide variety of ethical dilemmas. This session will cover hot topics in professional guardianship, including scope of representation, conflicts of interest, and ethical challenges faced in the field.

Frank R. Acuña

Attorney, Acuña & Regli, LLP

Frank R. Acuña is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. He is a founding partner of Acuña & Regli, LLP, with over 37 years of experience in estate planning, business and real estate succession, special needs trusts, and inheritance litigation. Acuña is nationally recognized for his expertise in real estate wealth transfers and advising professionals on financial and legal concerns. He frequently speaks at national conferences, teaching tax seminars and legal ethics courses for fiduciary professionals.

time icon 13:45 to 14:45

Secure Act 2.0 (Emerging Issues)

Secure Act 2.0 has introduced changes impacting retirement planning, fiduciary responsibilities, and financial decision-making for guardians. This session will break down key provisions, including updates on required minimum distributions (RMDs), new tax incentives, and how these changes affect clients under fiduciary care.

Peter Wall

Director of Fiduciary Services, True Link

Peter J. Wall is the Director of Fiduciary Services at True Link Financial Advisors, with more than 20 years of trust administration experience at national bank trust companies. He is well known for his deep expertise in special needs planning, elder law, and fiduciary responsibilities. Before joining True Link, he developed and led an Elder Law and Special Needs Trust division at a national trust bank. Peter serves on the Board of Directors for Easter Seals and several estate planning organizations. He is also a frequent speaker at national and regional conferences on topics including estate planning, taxation, and trust administration.

time icon 15:00 to 16:00

The Nuts and Bolts of a Guardianship Business

Running a guardianship business requires careful management of legal, financial, and operational concerns. This session covers: ● Secure document storage and data protection ● IT infrastructure and security best practices ● Insurance requirements and liability management ● Business licenses, taxes, and payroll considerations ● Handling after-hours emergencies and urgent client needs

Channa Copeland

Founder, Northstar Case Management

Channa Copeland is the founder of Northstar Case Management, specializing in fiduciary services and guardianship operations. She has extensive experience in business management, client advocacy, and risk mitigation strategies for guardianship professionals.

time icon 08:00 to 09:00

The Vetting Game

A guardian’s version of The Dating Game! In this interactive session, participants will evaluate case scenarios and decide whether they would take on specific clients. Through this exercise, we will explore key factors in evaluating potential guardianship cases, such as client capacity, family involvement, and ethical considerations.

Leah Rathwell

CGPC, Bridge Builders

Leah Rathwell has dedicated her career to supporting older adults, family caregivers, and vulnerable individuals. She earned her B.A. in Psychology with a concentration in Human Services from DePaul University and later obtained her M.S.W. from the University of Illinois at Chicago, specializing in gerontology and community and administrative practice. Leah has worked with various organizations, including the Chicago Department on Aging, Metropolitan Family Services, and the Suburban Area Agency on Aging. Her experience spans assisted living, memory care, and adult day programs for seniors with early- to mid-stage memory loss. Leah currently helps coordinate The Guardian Institute’s Representative Payee program and manages the administrative operations of Bridge Builders, Ltd, a professional guardianship agency. She has been a Certified Professional Guardian since 2022.

time icon 09:15 to 10:15

Medical or Mental Health: Getting Help for Dual Diagnosis Complex Clients

Clients with both mental health and medical conditions, such as dementia, present challenges when seeking treatment or residential placement. This session will include case presentations, discussion, and strategies for determining the primary diagnosis to pursue treatment and placement. Considerations include Medicaid eligibility, treatment options, and the ethical implications of choosing a primary diagnosis.

Joyce McHugh

LSW, MSW, BSW, Advocate Care Services

Joyce McHugh is a licensed social worker, legal guardian, and certified care manager working in the Boulder, Colorado area. She has been with Advocate Care Services for over a decade and now serves as a co-owner of the agency. Joyce has dedicated her career to advocating for and supporting protected populations, helping individuals with dual diagnoses navigate complex medical and mental health care systems. She actively works to increase awareness of the role of guardianship in medical and legal decision-making, collaborating with state agencies, local facilities, and healthcare providers. In addition to her full-time work, Joyce is currently writing a book on legal guardianship, aimed at demystifying the process for professionals and families alike.

time icon 10:30 to 11:30

When It’s Time to Let Go: Making Tough Decisions

Not every decision is easy. Guardians often find themselves making critical decisions without complete information, family input, or clear client wishes. This session will focus on strategies for assessing client needs, knowing what questions to ask, and ensuring that end-of-life and medical decisions align with ethical best practices.

James Alaniz

Care Manager, The Good Shepherd Fund

James Alaniz is a highly experienced care manager specializing in elder care and guardianship. As a lead care manager with The Good Shepherd Fund, he has spent years working with vulnerable adults and their families to navigate complex medical and ethical decisions. His expertise includes end-of-life care planning, crisis intervention, and ensuring that clients receive the best possible care while respecting their autonomy and dignity. James frequently consults with medical teams, social workers, and legal professionals on best practices for managing guardianship cases involving significant medical and personal challenges.

time icon 11:30 to 12:30

LUNCH BREAK

time icon 12:30 to 13:30

Probate Estate Consolidation Made Easy

This session will provide strategies for marshaling IRAs and other financial assets during probate, including overcoming challenges related to Computershare, Medallion signature guarantees, stock certificates, and multiple financial institutions. Learn how to efficiently handle financial consolidation to preserve client assets.

Darryl Lynch

Managing Director of Investments, Oppenheimer & Co. Inc

Darryl Lynch is a highly regarded expert in financial services, particularly in the area of estate planning and probate asset consolidation. With over 35 years of experience, Darryl specializes in working with conservators, guardians, elder law attorneys, and trustees to streamline the financial aspects of estate management. He is known for his expertise in Inherited IRA Special Needs Trusts and financial asset transfers. As Managing Director of Investments at Oppenheimer & Co. Inc., Darryl regularly advises fiduciary professionals on wealth management strategies, tax planning, and asset protection. His insights have made him a frequent speaker at national conferences, where he provides guidance on best practices in estate planning and probate finance.

time icon 13:45 to 14:45

In Too Deep: When to Involve the Court for Ethically Complex Guardianships

Complex guardianship cases involving medical ethics, end-of-life decisions, and legal disputes often require court intervention. This session will explore when and how to involve the court in ethically and medically complex cases, balancing legal obligations with client-centered care.

Alethia Battles

Associate General Counsel, University of Michigan – Michigan Medicine

Alethia Battles joined the Office of the General Counsel at the University of Michigan in 2017 and holds a dual appointment in the Department of Social Work at Michigan Medicine, where she has worked as both a clinician and a supervisor for over 20 years. Alethia is also an Adjunct Lecturer at the University of Michigan School of Social Work. Her legal practice focuses on guardianship, mental health consultation, and litigation. She advises medical providers on complex patient care issues involving decisional capacity, substituted decision-making, and medical-legal ethics. With over 30 years of combined experience as a clinical social worker and health care attorney, Alethia is a sought-after speaker at local, state, national, and international conferences. She presents on issues related to guardianship pathways, medical ethics, complex patient care decision-making, and transitions of care.

time icon 15:00 to 16:00

Skip-Tracing Tools for Finding Missing Information

This session will provide an in-depth look into skip-tracing tools used to locate missing information on individuals without the added cost of hiring a private investigator. Topics include: ● How to access accurate personal details such as SSNs, DOBs, current and past addresses, property and vehicle ownership, and legal records. ● Understanding legal and ethical restrictions when using these tools. ● Avoiding unauthorized snooping and international data regulations. ● Applying for skip-tracing services and navigating costs.

Eric Mayfield

California Licensed Professional Fiduciary #158, National Certified Guardian

Eric Mayfield is a California Licensed Professional Fiduciary and a National Certified Guardian with extensive experience in investigative research for guardianship and estate management. With years of expertise in locating missing persons and uncovering essential background information, he trains professionals on ethical skip-tracing techniques to enhance case management and fiduciary responsibilities.

time icon 07:45 to 09:15

Leah Rathwell: Family Feud Final

Get ready to play the Feud!  Leah Rathwell, CPGC, will present results from our Guardian Institute conference registration "survey," and contestants will try to guess the top answers given by all our statewide attendees. We will reveal interesting demographic and CPGC business trends in Washington State, and will identify the most pressing challenges and concerns we have for our clients, our businesses, and as a profession. We'll also discuss the benefits of networking with other CPGCs and professionals in our field and present opportunities to do so at the GI conference and beyond.

Leah Rathwell

Since her first high school job in food service at a retirement community, Leah Rathwell has always had a passion for working with older adults, family caregivers, and other vulnerable individuals. She earned her B.A. in Psychology with a concentration in Human Services from DePaul University. She then received her M.S.W. from University of Illinois at Chicago, focusing on gerontology and community and administrative practice. She interned for Chicago Department on Aging, Metropolitan Family Services, and the Suburban Area Agency on Aging, assisting primarily with programs for seniors, family caregiver supports, and collaborating with various professionals in the field of aging. Leah has worked in life enrichment and activity planning roles for residents of assisted living and memory care facilities in a variety of settings; most recently, leading a 5-day/week adult day program geared specifically towards older adults with early to mid-stage memory loss. In her current role, she helps to coordinate The Guardian Institute’s not-for-profit Representative Payee program and assists with the day-to-day administrative operations of Bridge Builders, Ltd, a professional guardianship agency. She is currently enrolled in the University of Washington’s CPGC certification program and expects to be a practicing CPGC in June of 2022.

time icon 09:15 to 10:15

Darryl Lynch: What Your Financial Advisor Isn't Telling You: A Fiduciary's Handbook and Roadmap to Standardized Procedures and Investment Success

This presentation will take you step-by-step through the process and procedures of fulfilling your responsibilities as a conservator and reducing your liability at the same time. You will gain useful tools, techniques and samples forms to use as a guide when working with client's assets. These techniques will allow you to reduce your liability and learn industry secrets that most financial firms don’t want you to know

1. Participants will gain access to useful tools and standardized forms that they can use in their everyday practice to determine if they should invest client's funds or not.

2. Participants will learn procedures to help them determine cash flow distributions from investment accounts and how to calculate the appropriate level of risk

3. Participants will understand the most common mistakes to avoid when investing client funds and insider tips that most financial advisors don’t want you to know

Darryl Lynch

Managing Director-Investments at Oppenheimer Co. Inc

Darryl Lynch is highly regarded in the financial services sector, especially renowned for his expertise in Inherited IRA Special Needs Trusts. With a tenure of over 35 years, Darryl currently leads as Managing Director-Investments at Oppenheimer & Co. Inc. His role not only demands deep understanding and skill in financial planning but also a compassionate approach to advising Conservators, Guardians, Elder Law Attorneys, and Trustees on investments tailored to their unique needs. Darryl's expertise is so well-regarded that he is frequently invited to speak at national conferences, underscoring his role as a champion for advocacy in the special needs area.

Darryl's academic journey took him to Duke University, where he earned his MBA, laying a solid foundation for his career. His combination of professional excellence and educational pedigree positions Darryl as a pivotal figure in the field, whose advice and guidance are sought after by professionals nationwide.

time icon 10:30 to 11:30

Sharon Reich: Explaining the SSD Benefit System

This presentation will explain the Social Security disability benefit system to explore the differences between Social Security Income (SSI) and Social Security Disability Insurance (SSDI). Learn how disability is determined, what the differences and similarities are between each program, when each benefit comes into play, and how the programs relate to other areas of law. Practical information will be provided about optimizing benefits for a client and/or their family, maximizing healthcare benefits, and exploring interactions between benefits and other areas of the client’s financial world.

Sharon Reich

Senior Trusted Advisor, AGED, Inc.

Sharon Reich is a Senior Trust Advisor for AGED, Inc. where she works with clients to implement and administer special needs trusts. Sharon has over 27 years of experience in the trust industry with an added expertise in providing services to the senior and disabled population. Sharon speaks throughout the community to educate and promote awareness of special needs trusts. Sharon earned her Finance degree from the University of Central Florida and is an Honor Graduate of Cannon Financial Institute Trust School. She obtained her designation as a Certified Trust and Financial Advisor in 1998 and as a Certified Senior Advisor in 2011.

Mrs. Reich is a Past President of the Central Florida Estate Planning Council and the Executive Women’s Golf Association, Orlando Chapter. She is a board member of the Gracia B. Livingston Foundation and received the Canon Businesswoman of the Year Award in 2007 from the EWGA. Mrs. Reich has two grown children and resides in Orlando, Florida with her husband of over 35 years.

time icon 12:30 to 13:30

Frances Piekarski: How to be a Guardian to Someone with Hoarding Disorder

Learn from this presenter’s decades of experience in working with people afflicted with hoarding disorder. Participants will learn effective and strategic methods for working with individuals with this disorder compassionately and with dignity

Frances Piekarski

President/CEO, Life with Dignity

Fran Piekarski is the founder of Life with Dignity. Her passion to advocate for those that are not able to find the support they needed led her to start Life with Dignity in 2012. She previously owned a successful company that specialized in life/organization coaching. Through personal and professional experiences, she became aware of the real need for support for families and individuals with disabilities. This inspired her to take a leap of faith to fill the need.

Fran holds several industry professional certifications, including a Certified Professional Guardian (CPG), a Certified Dementia Professional (CDP), a Certified Holistic Aromatherapist, and holds a Level II CD from the Institute for Chronic Disorganization with an emphasis on skills working with individuals with Hoarding Disorder. Fran is a speaker, author, and mentor who has been featured on TLC’s “Hoarding, Buried Alive”, WGN morning show, WGN Radio “The Wendy McCormick Show” and many print media articles.

time icon 13:45 to 14:45

Mary Galvez: Disaster Planning for Guardians

Natural disasters, crises, pandemics, violence, and civil unrest! These stories occupy the front page of all of our newsfeeds. As guardians, how can we address our clients’ needs during these times? This session will inform and enable you to create a suitable disaster/emergency plan for the individuals whom you serve.

Mary Galvez

Owner, Guardianship and Care Management Services LLC

Mary Galvez is a Nationally Certified Master Guardian (NMG), Certified Manager of Care (CMC), and Certified Senior Advisor (CSA). She is also a certified mediator. She has been providing guardianship and care management services in New Mexico for over 20 years and has over 25 years of professional experience in the healthcare and social work field. Mary has a passion for serving New Mexico's seniors and persons with special needs.

Mary received the 2019 Center for Guardianship Certification National Master Guardian Star Achievement Award.

time icon 15:00 to 16:00

Amy Heffner: DDA Enrollment and Assessment

Amy Heffner has worked in the field of developmental services for over seven years. Originally from Pennsylvania, where she served as a Supports Coordinator, Amy relocated to Washington in June 2021. In Washington, she initially worked as a Case Resource Manager with the Developmental Disabilities Administration (DDA) before transitioning to a role in Intake & Eligibility in 2022. Amy is passionate about meeting clients and their families at the 'front door' and enjoys educating them, along with community partners, about DDA and the eligibility process.

Amy Heffner

time icon 07:45 to 09:15

Peter Wall: Making HEMS Human

Drafting attorneys and fiduciaries often have differing definitions of "Health, Education, Maintenance and Support" (HEMS) discretionary distribution provisions contained in trusts.  Nationally recognized speaker Peter Wall, Director of True Link Financial Advisors, will provide a comprehensive review of common law, Restatement (Second and Third) of Trusts and the Uniform Trust Code regarding trustee discretion and distribution standards.  The presentation will cover Special Needs Trusts (SNT), Discretionary Trusts, Family and Marital Trusts, Spendthrift Trusts, and trusts for minor beneficiaries.  Trustee prudency and the duties of loyalty and impartiality will be addressed as well as other esoteric discretionary distribution standards such as "comfort", "happiness", and "convenience."  Best practice tips will be provided for drafting attorneys and fiduciaries to ensure beneficiary empowerment and quality of life.

Peter Wall

Director of Fiduciary Services at True Link Financial Advisors

Peter J Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

time icon 09:15 to 10:15

Shannon Butler: NGA Initiatives and Insights for 2024

Presentation Description:

Shannon Butler, President of the National Guardianship Association, will discuss her three key initiatives for 2024: enhancing training and education in Diversity, Equity, and Inclusion (DEI); advancing data collection; and promoting involvement within the NGA and local guardian groups. She will also share her valuable tips and strategies for working with clients to maximize their independence and foster strong, effective working relationships.

 

Shannon Butler

NGA President

Shannon Butler is the founder and director of Ethical Solutions LLC established in 2020.  Shannon has over 20 years experience working as a guardian and conservator and is currently the only Nationally Certified Master Guardian in the State of Minnesota.   provide   Shannon has served on the MAGiC Board, Center for Guardianship Certification Board (former President of CGC) as well as serving on the NGA Board and will be the 2024 President of NGA.  Ethical Solutions is dedicated to following the NGA standards of practice and ethical principles to  provide professional, quality, ethical, and least restrictive guardianship and conservatorship service in Southern Minnesota.

time icon 10:30 to 11:30

Heather Connors: 4 Ways To Use “The Bill of Rights” To Create Better Client Outcomes

Great Guardians have been celebrating the release of the detailed “Bill of Rights” (BOR) document with its 21 rights and 16 supporting points. But it is a big document and not that easy to follow.

In this presentation, Dr. Heather Connors, Executive Director, The Center for Guardianship Excellence, and a member of the BOR committee, will share clear, powerful ways to explain and use this important tool.

You will learn:

1.     When and how to talk with new clients about their “access to justice” rights in order to build trust and calm fears

2.     Best practices for explaining “core human rights” to family members and providers as a first step to changing disparaging or unproductive behavior

3.     How to use “decision-making rights” to advocate for client wishes

4.     Setting boundaries using the “restrictions” and “guardian authority” sections of the BOR

5.     Where to download an infographic you can print and hand out

Heather Connors

Executive Director of The Center for Guardianship Excellence

Heather is the Executive Director of The Center for Guardianship Excellence, where she strives to ensure that those in need of guardianship have guardians trained to support their values, goals and preferences.  In her prior role, as the Director of Research for Guardian Community Trust she designed and launched the Guardianship Academy which provided training on issues surrounding guardianship.  It was that work that provided the foundation and inspiration for The Center for Guardianship Excellence and the work she is doing today.  

Heather began exploring guardianship as an undergraduate intern and has continued in the field throughout her educational and professional career.  She is a published author and has taught undergraduate and graduate-level courses in aging, sociology and qualitative research methods.  In addition to her work, she serves on the Boards of multiple organizations including the Center for Guardianship Certification, the National Guardianship Association, and the Central Massachusetts Agency on Aging.  She is a member of the Massachusetts Guardianship Policy Institute and serves on the Advisory Committee for Public Guardian Services. 

Heather is a nationally certified guardian.  She earned her Doctorate of Philosophy in Gerontology Policy Studies from the University of Massachusetts Boston where she completed a dissertation titled Autonomy vs. Protection: A Comparison of Physicians, Elder Law Attorneys, and Protective Service Case Managers.  She earned a Master of Science in Gerontology from the University of Massachusetts and a Bachelor of Arts in Sociology from the College of the Holy Cross.

time icon 12:30 to 13:30

Mindi Blanchard: What I Learned from Being Sued

This course is to demonstrate how a GPGC, or any helper, can get served a frivolous lawsuit. This session will walk the attendees through the process of their experience in an effort to ruin the agency’s professional reputation. The speaker will then review the lessons learned and how they adjusted their agency’s processes to make the agency less likely to be sued in the future. The integrity and ethics of the agency, before and after the lawsuit, will be reviewed as well as the growth of the owner and staff in becoming a stronger certified professional guardian agency.

Mindi Blanchard

Founder, Bridge Builders and The Guardian Institute

Mindi Blanchard founded Bridge Builders, Ltd in 2003 as a Certified Professional Guardian Agency located on the North Olympic Peninsula. The agency currently consists of three certified professional guardians, an office manager, and a bookkeeper. In 2013, she founded The Guardian Institute to create a venue to support and assist professional and lay guardians with the challenges of guardianship. Over the years she has provided presentations at the Washington conferences, the National Guardianship Association conferences at the World Conference on Adult Guardianship in 2014, and the World Conference on Adult Capacity held in Scotland in 2021. She strives to help improve the perception of professional guardians within her community.

time icon 13:45 to 14:45

Amanda Wilson: Crisis Medicaid Planning

This session delves into crisis Medicaid planning, highlighting how annuities and irrevocable trusts can protect assets while ensuring Medicaid eligibility. It addresses the necessity of court approval in a guardian's decision-making process and outlines the financial implications, including billing practices for such planning. The focus is on practical applications, particularly for individuals transitioning to assisted living or facing significant asset changes.

Amanda Wilson

Attorney, Solo Practitioner at Olympic Peninsula Law Offices, LLC

Amanda Wilson is owner and sole practitioner at Northwest Estate Planning & Probate, PS with offices in Jefferson County and King County. Amanda practices law in Estate Planning, Probate, Elder Law, Medicaid Planning, and Guardianships and has done so since 2010 when she opened her own solo firm in Jefferson County, Washington (the firm was called Olympic Peninsula Law Offices, LLC). Amanda has run a thriving practice since 2010, pausing briefly to work as a deputy prosecutor in Jefferson County, where she handled cases that included protection orders and financial abuse of elders. In private practice, Amanda has worked as a Title 11 Guardian ad Litem and petitioner/guardian attorney for guardianship cases in King, Snohomish, Kitsap, Jefferson and Clallam counties.

time icon 15:00 to 16:00

Jaimie Huff: Navigating New Challenges: Strategies for Guardians Working with Attorneys, DSHS, and Court Visitors Post-UGA Changes

This session, led by Jamie Huff, addresses the evolving landscape for guardians in Kitsap County following the updates to the Uniform Guardianship Act (UGA). As legal fees rise and the Department of Social and Health Services (DSHS) delays rulemaking, guardians face increased financial and operational burdens, especially in Medicaid cases. The presentation will explore sustainable strategies for reducing legal costs and advocating for effective appointments, aiming to foster a comprehensive dialogue among guardians, attorneys, and court visitors on navigating these challenges collaboratively.

Jaimie Huff

Director of Community Guardians

Jaime S. Huff graduated with a degree in social sciences with emphasis on psychology, human development and women’s studies. After spending over 20 years in the accounting and business sector, she earned her Juris Doctor from Seattle University School of Law in 2007. She spent over 10 years with the Office of the Attorney General representing multiple programs within DSHS, including adult protective services, child protective services, residential care, foster care licensing and day care licensing.

Jaime currently serves as Director of Community Guardians, a nonprofit guardianship/conservatorship agency located in Kitsap County and is certified as a professional guardian. She also maintains a small solo law practice focusing on guardianship matters and vulnerable adult protection. Jaime serves as a Title 11 adult Court Visitor, settlement and probate GAL, along with representing lay and professional guardians and petitioners.

Jaime and her husband reside in Kitsap County with their cats and she spends as much time as possible with their adult daughter. In her spare time, Jaime loves gardening, cooking, traveling, yoga and traveling with her horse.

Frequently Asked Questions


You will receive a DocuSign form prior to the final session on Wednesday, April 23. Complete and sign the form, and we will submit the paperwork on your behalf.

We are still awaiting WSBA approval, but WSBA credit can be requested by going to the Surveys tab during the conference and click on "Request WSBA Credit." If you have attended all sessions and completed the form, we will process your information with the WSBA (once approved) and ensure you receive credit for all approved CEU’s

The conference leaderboard, accessible via the Leaderboard tab, shows various ways to earn points during the event. The top five point earners will be eligible for the following prizes:

1. Apple 10.2" iPad (9th Generation)
2. Free Guardian Institute Conference Registration for 2026 ($500.00 Value)
3. Apple Airpods
4. $200 Off 2026 Conference
5. $50 Gift Card

If you experience technical issues and cannot attend a session, email Luke Pettengill at lcpettengill@gmail.com to discuss possible accommodations.

To share your feedback, go to the Surveys tab and complete the "Conference Feedback Survey.