Page 25 - Tacoma-Pierce County Lawyer Magazine - September October 2018
P. 25

The Pierce County Guardianship Committee and The Tacoma-Pierce County Bar Association present
The 17th Annual
Guardianship Seminar Thursday, November 8, 2018
This seminar has been approved for the 2nd day of the mandatory training requirements for Title 11 GALs.
Seminar Co-Chairs
David Morganthaler, Law Office of Nancy J. Lee, PLLC & Nicole Vaswig, Robin H. Balsam, P.S. 6.50 WSBA CLE Credits and CPG Credits Pending Approval
LaQuinta Inn (I-5, Exit 134)
1425 East 27th Street Tacoma, WA 98421
www.LQ.com
8:25 a.m.— 4:30 p.m.
AGENDA
Registration
3-Ways to Register:
1) Pay and register online at www.tpcba.com 2) Call 253 272-8871
3) Complete the form below and mail it to the TPCBA before 11/5/18
8:25 – 8:30 AM – WELCOME
8:30 – 9:30 AM
“Investments for Guardians”
Darryl Lynch, Oppenheimer & Co., Inc.
9:30 – 10:15 AM
“Ricky’s Law and the Commitment Process in WA”
Ian Callahan, Multicare Health System 10:15 – 10:30 AM – BREAK
10:30 – 11:00 AM
“Minor and Young Adult Guardianships and Alternatives”
Arlene Joe, Law Office of Arlene Joe
11:00 AM – 12:00 PM
“Uniform Guardianship Act”
Robert B. Nettleton, Harlowe & Falk, LLP 12:00 – 1:00 PM – LUNCH
1:00 – 2:15 PM
“Legislative/Case Law Update & the Notary Rule”
Lisa A. Kremer, Gordon Thomas Honeywell, LLP Megan S. Farr, Farr Law Group, PLLC
2:15 – 2:45 PM
“Use of Care Management by Guardians and Fiduciaries”
Amby Matheny, RN, CCM from Matheny Health Care Advocates 2:45 – 3:00 PM – BREAK
3:00 – 3:45 PM
“Challenging a Financial Institution”
James M. Brown, Phillips Krause & Brown
3:45 – 4:30 PM
“Panel Discussion - Challenging Guardianships and GAL Issues”
Brian T. Comfort & Michael B. Smith, Comfort, Davies & Smith P.S. Commissioner Diana L. Kiesel, Pierce County Superior Court
Name_____________________ Address___________________
WSBA#______  CPG #______ Phone _____________________ Email _____________________
 TPCBA Members $210  CPGs $210  GALs $210  Non-Members $225  Support staff/student $100
Seminar includes breakfast, lunch and afternoon refreshments
Method of Payment
Check Enclosed  Visa  Mastercard 
Card #
Expiration Date
3 Digit Number on Back of Card:
Exhibitors are an important part of this seminar—please be certain to visit their tables
Send payment and registration to:
Tacoma-Pierce County Bar Association 621 Tacoma Avenue South, Suite 403 Tacoma, WA 98402
Fax: 253 627-4718
Questions? Phone: 253 272-8871 Email: tpcba1@aol.com


































































































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