Legal Services Developer
Training Resources

Webinars

• Social Security 101
• POA Tipsheet 
• Probate 101 pt. 1
• Probate 101 pt. 2
• Supports for Decision Making - Baldry
• Supported Decision Making w/ Susan Gobbs
• Demystifying the Guardianship & Conservatorship Process
• Diminished Capacity: What Is It & How Do We Recognize It’s Effects?
• Adult Guardianship National Reform
• Representation of Persons Facing/Under Guardianship
• Less Restrictive Options: Alternatives to Guardianship
• Preserving Individual Dignity & Self-Determination in Guardianship
• The Guardianship Challenge: Crafting Fiduciary Appointments Properly
• The Guardianship Toolkit  

LSD / AAA Wednesday Training Series

September 2021

• POA Tipsheet – Richard Heitstuman

August 2021

• Mixed Bag (Pre-Planning) – Susan Gobbs and Suzanne Voss
• Probate 101, pt. 1 – Tammie Lund Smith
  • Probate 101 pt.1 slide deck
• Probate 101, pt. 2 – Tammie Lund Smith
  • Probate 101 pt. 2 slide deck
• Supported Decision Making – Susan Gobbs

July 2021

• Working with Financial Institutions – Jennell Huff
• Alzheimer’s Grant – Katherine Feehan and Tasha Bradshaw

June 2021

• Supports for Decision Making – Theresa and Isaac Baldry
• Working w/ Disabled Adults (Communication) – Theresa and Isaac Baldry
• Important Elder Law Resources – Richard Heitstuman and Katy Lovell

May 2021

• Social Security 101  (presented by Susan Gobbs, Esq and Richard Heitstuman)   Presentation 
• Estate Planning 101  (presented by Katy Lovell)    Planning Documents
• If I Should Become Incapacitated   (presented by Katy Lovell)  Checklist

April 2021                              

• Family Dynamics  (presented by Katy Lovell, Richard Heitstuman, Katherine Feehan)  Family Dynamics Training Slides
• POA v. Guardianships  (presented by Susan Gobbs,Esq)
•  Accounting for Financial Disputes  /   E-Pass Refresher  (presented by Richard Heitstuman)   Sample Accounting Worksheet (Excel Spreadsheet)  

March 2021                                    

• Veteran's Benefits  (presented by Stephen Kolis) 
• Indian Wills  (presented by Kate Seaton)   
• Hardship Waiver  (presented by Stephen Kolis)
• Consumer Protections  (presented by Marcus Meyer)   

February 2021                                  

• Public Housing & Covid   (presented by: Pam Beam) 
• Legal Advice vs Legal Information   (presented by Susan Gobbs, Esq)
• Hospice  (presented by Ninia Baehr)

January 2021                                   

• Financial Exploitation  (presented by Michael Hagenlock)
• ID Theft Recovery  (presented by Richard Heitstuman)
• How to Stay Safe Online  (presented by Richard Heitstuman)

Please contact   klovell@mt.gov  or   Richard.heitstuman@mt.gov  to request a link to the trainings.