Legal Services Developer
Training Resources

• Adult Guardianship National Reform
• Demystifying the Guardianship & Conservatorship Process
• Guardianship/Conservatorships 
  - presented by Chris Walker
• Representation of Persons Facing/Under Guardianship
• Supported Decision Making
  - presented by Susan Gobbs, Esq
• Supports for Decision Making
  - presented by Theresa Baldry
• The Guardianship Challenge: Crafting Fiduciary Appointments Properly
• The Guardianship Toolkit  
• Less Restrictive Options: Alternatives to Guardianship
• Preserving Individual Dignity & Self-Determination in Guardianship

• Adult Protective Services 101
  • presented by Trevor Tangen
• Alzheimer’s Grant
  • presented by Katherine Feehan and Tasha Bradshaw
• Consumer Protections;
  • presented by Marcus Meyer
• Faith and Community Based Services
  • presented by Tracy Moseman
• Hospice;
  • presented by Ninia Baehr
• Social Security 101
• Medicaid 101
• Medicare 101
• Mental Health of America - Montana
• Money Follows The Person;
  • presented by Michelle Christensen
• Montana Legal Services;
  • presented by Alex Clark
• Office of Consumer Protection
• Ombudsman 101
• Public Housing & Covid;
  • presented by Pam Bean
• Consumer Financial Protection Bureau;
  • presented by Lisa Schifferle

• Accounting for Financial Disputes
  - presented by Richard Heitstuman
  • Sample Accounting Worksheet (Excel)
• Exploitation by a Stranger vs. Known Individual
• Financial Exploitation
  - presented by Michael Hagenlock
• How to Stay Safe Online
  - presented by Richard Heitstuman
• ID Theft Recovery
  - presented by Richard Heitstuman
• Working with Financial Institutions
  - presented by Jennell Huff
• Medicare Fraud, Waste and Abuse
  - presented by Renee Labrie-Shanks
• Money Mule Scams
• Demystifying Elder Abuse and Exploitation Prosecutions - Part 1: Criminal Case Procedure
  - presented by Mike Fanning

• Estate Planning 101
  - presented by Katy Lovell
  • Estate Planning Slides
• Family Dynamics
  - presented by Katy Lovell, Richard Heitstuman and Katherine Feehan
  • Family Dynamics Training Slides
• Hardship Waiver
  - presented by Stephen Kolis
• Indian Wills
  - presented by Kate Seaton
• If I Should Become Incapacitated
  - presented by Katy Lovell
  • presented by Susan Gobbs, Esq
• Financial Planning for Caregivers Part 1
  • presented by Susan Gobbs, Esq
• Financial Planning for Caregivers  Part 2
  • presented by Susan Gobbs, Esq
• Mixed Bag (Pre-Planning)
  - presented by Susan Gobbs, Esq and Suzanne Voss
• POA v. Guardianships
  - presented by Susan Gobbs, Esq
  • POA Tipsheet
• Probate 101 pt. 1
  • Probate 101 pt.1 slide deck
• Probate 101 pt. 2
  • Probate 101 pt. 2 slide deck
• Veteran's Benefits
  - presented by Stephen Kolis

Legal Resources

• Legal Advice vs Legal Information
  - presented by Susan Gobbs, Esq
• Diminished Capacity:What Is It &How Do We Recognize It’s Effects?
• Important Elder Law Resources
  - presented by Richard Heitstuman and Katy Lovell

Other Resources

• The SNAP Program Training Video
  • Supplemental Nutrition Assistance Program (SNAP) Program Link

• Understanding Dementia Behaviors
• The 10 Signs of Alzheimer's

• Aging in the LGBTQ Community
  - presented by Andy Nelson
• Current Issues in Medical and Long Term Care
  - presented by Eric Carlson
• Working w/ Disabled Adults(Communication)
  - presented by Theresa and Isaac Baldry
• Person First Language
  - presented by Richard Heitstuman
• Aging Conversations
  - presented by Susan Gobbs