Friday, May 307:00 am - 5:00 pm Registration Area Open8:00 am - 9:00 am Continental Breakfast9:00 am - 10:00 am Showcase Session10:00 am - 10:15 am Break10:15 am - 11:15 am Breakout Series 711:15 am - 11:45 am Beverage Break 11:45 am - 12:45 pm Breakout Series 812:45 pm - 1:45 pm Lunch1:45 pm - 3:00 pm Showcase Session 3:00 pm - 3:30 pm Beverage Break3:30 pm - 4:30 pm General Session 6:45 pm Begin Boarding Buses7:00 pm - 9:00 pm Closing Reception at the U.S. Botanic Garden

Wednesday, May 287:00 am - 5:00 pm Registration Area Open7:00 am - 12:00 pm Exhibitor Set-Up10:00 am - 12:00 pm Keynote Session 12:00 pm - 1:00 pm Lunch & Exhibitor Visits1:00 pm - 2:00 pm Breakout Series 12:00 pm - 2:15 pm Break2:15 pm - 3:15 pm Breakout Series 23:15 pm - 3:45 pm Break with Exhibitors3:45 pm - 5:15 pm General Session6:00 pm - 8:00 pm Opening Reception

WORLD CONGRESS ON ADULT GUARDIANSHIP2014 • Washington, DC • USA

Crystal Gateway Marriott, Arlington, VAWednesday, May 28 through Friday, May 30

In Affiliation With

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Thursday, May 297:00 am - 5:00 pm Registration Area Open7:30 am - 8:30 am Continental Breakfast 8:30 am - 9:15 am General Session9:15 am - 10:00 am General Session10:00 am - 10:15 am Break10:15 am - 11:15 am Breakout Series 311:15 am - 11:45 am Break with Exhibitors 11:45 am - 12:45 pm Breakout Series 412:45 pm - 1:45 pm Lunch & Exhibitor Visits1:45 pm - 2:45 pm Breakout Series 5 2:45 pm - 3:00 pm Break3:00 pm - 4:00 pm Breakout Series 6 4:00 pm - 4:30 pm Break with Exhibitors4:30 pm - 5:30 pm Table Talks5:30 pm - 6:30 Journal Authors’ Meeting4:30 pm - 7:00 pm Exhibitor Tear-Down Open Evening

www.WorldCongressGuardianship.org

Wednesday, May 28..........................................................Page 2

Thursday, May 29..............................................................Page 5

Friday, May 30.................................................................Page 10

Continuing Education Information...................................Page 14

Frequently Asked Questions...........................................Page 15

TABLE OF CONTENTS

Promising Practices to Ensure Excellence in Guardianship Around the World

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7:00 am – 5:00 pm Registration Area Open 7:00 am – 12:00 pm Exhibitor Area Set-Up, Arlington Ballroom Foyer 10:00 am – 12:00 pm Welcome and Opening Remarks, Arlington Ballroom 3 and 4 Jochen Exler-König, International Guardianship Network A. Frank Johns, National Guardianship Network Keynote Session: The Importance of Self, Arlington Ballroom 3 and 4 Honorable Kathy Greenlee, Administration for Community Living, U.S. Department of Health and Human Services (USA)

Kathy Greenlee, Administrator for Community Living and Assistant Secretary for Aging, will share her perspective about embracing a person-centered approach to guardianship. This approach enables caregivers and guardians to continue to recognize and respect each individual’s preferences through supported decision-making.

Comparative Perspectives on Adult Guardianship, Arlington Ballroom 3 and 4 Makoto Arai, Chuo University (JPN) Kim Dayton, William Mitchell College of Law (USA) Cheol Ung Je, Hanyang University (KOR) Denzil Lush, Court of Protection (GBR) Rebecca C. Morgan, Stetson University College of Law (USA)

This session will discuss different approaches to adult guardianship in several countries around the world, with particular emphasis on recent reform initiatives and the role of the United Nations Convention on the Rights of Persons with Disabilities in shaping guardian-ship policy.

12:00 pm - 1:00 pm Lunch and Exhibitor Visits, Arlington Ballroom 3 and 4 1:00 pm - 2:00 pm Breakout Series #1 (see page 3 for session descriptions) 2:00 pm – 2:15 pm Break 2:15 pm - 3:15 pm Breakout Series #2 (see page 4 for session descriptions) 3:15 pm – 3:45 pm Beverage Break with Exhibitors, Arlington Ballroom Foyer 3:45 pm - 5:15 pm General Session: Person-Centered Guardianship and Supported Decision-Making in Six Countries, Arlington Ballroom 3 and 4 Makoto Arai, Chuo University (JPN) Kees Blankman, VU University Amsterdam (NLD)

Sue Field, Univ. of Western Sydney School of Law (AUS) Christer Fjordevik, Municipality of Värnamo (SWE)Roberta Flowers, Stetson University College of Law (USA) Robert Gordon, Simon Fraser University (CAN)A. Frank Johns, Booth Harrington & Johns of NC PLLC (USA) Rebecca Morgan, Stetson University College of Law (USA)Tanya Richmond, University of North Carolina (USA)This session will explain person-centered guardianship and supported decision-making, examining in the represented countries their responses to the challenges faced in implementing person-centered guardianship and supported decision-making.

6:00 pm – 8:00 pm Opening Reception, Arlington Ballroom Foyer

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Guardian Qualifications: A Journey, Not a Destination, Arlington Ballroom 5Mindi R. Blanchard, Bridge Builders, Ltd (USA) Eloisa Rosés Ramos, Barry University (USA)Currently the guardianship industry lacks consistency with organization and professionalism. The vulnerable adults who are in need of guardians are not well served in the current environment. Well-meaning guardians are making serious mistakes because of lack of education, training and much needed ongoing support. This session will provide suggestions for initial and ongoing educational requirements, a structure for the delivery of services and sug-gestions for support services to provide continuity and professionalism to a much needed industry.

Monitoring Guardians Now and in the Future, Arlington Ballroom 6Cate Boyko, Minnesota Judicial Branch (USA) Steve M. King, Tarrant County, Texas, Probate Court One (USA)Ellen Penders, Court of ‘s-Hertogenbosch (NLD)This session will provide suggestions for structuring programs to audit the work of guardians, involving both financial dealings and the actual physical care provided for persons under guardianship. Financial auditing will be considered from both local and statewide perspectives. The guardianship structure used in the Netherlands will be compared to the American experience in two states. Demographic imperatives driving the need for auditing will be reviewed and suggestions offered for developing court programs to assist the auditing function for persons under guardianship.

Autonomy and Care of Elder People in Dependency Situations: Some Points of View from Elder Law and Human Rights,Arlington Ballroom 1Maria Isolina Dabove, National Council of Scientific and Technological Research (CONICET) (ARG)This session will present the legal scope of the Continental (Spanish) Law model referencing autonomy and care of older people in situations of depen-dency. The reasons that gave rise to legal philosophies and their relationships with fundamental rights of the State Constitutional Law will be observed too. Finally, the possibilities of reception of this model in Argentina and its contribution to the development of an international convention on the rights of older people will be discussed.

Undue Influence: Detection and Intervention, Arlington Ballroom 2Bernard A. Krooks, Littman Krooks LLP (USA) Lisa Nerenberg, California Elder Justice Coalition (USA)Mary Joy Quinn, San Francisco Superior Court (USA) Catherine Anne Seal, Kirtland & Seal, LLC (USA)Undue influence has long been known in legal circles through contested wills and contract disputes. More recently, undue influence has been acknowl-edged in elder financial abuse. This session will focus on undue influence and financial elder abuse separately and in combination. The session will include a court-based research project on undue influence which resulted in legislation, signs and symptoms of elder financial abuse and undue influence and practical remedies that practitioners can implement.

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Breakout Series #1 (Wednesday, May 28 from 1:00 pm – 2:00 pm)

Standards on Guardianship Financial Decision-Making, Arlington Ballroom 5Michelle R. Hollister, Law Offices of Michelle R. Hollister, P.A. (USA) Sieh-Chuen Huang, National Taiwan University (TWN)Lee H. Anke, Prudent Investors Network (USA)Guardianship investing has different legal standards that vary by jurisdiction, but all follow the same basic standards of prudent investing. It is vital to un-derstand the differences and applications of the various standards of decision-making and the processes that are involved. It is often prudent to request for the court’s approval on investing strategies. The purpose of this presentation/panel is to enhance understanding of the competing laws and standards pertaining to investment decisions – which should result in improved decision-making.

Guardianship and Human Rights: Individual Rights and State Obligations, Arlington Ballroom 6Anna Arstein-Kerslake, Centre for Disability Law and Policy (IRL) Eilionóir Flynn, National University of Ireland (IRL) Robert Dinerstein, American Univ., Washington College of Law (USA) Torbjörn Odlöw, University of Gothenburg (SWE)The Convention on the Rights of Persons with Disabilities (CRPD) has provided guidance for the reform of guardianship law. Article 12 ensures the right to equal recognition before the law, which requires that people with disabilities have legal capacity on an equal basis with others and that they are provided with access to the support necessary to exercise that legal capacity. This has ushered in a new era of supported decision-making replacing substituted de-cision-making regimes. Supported decision-making places the individual at the center of the decision-making process and respects his/her will and prefer-ence as opposed to allowing best interest decisions to be made by outside parties. It requires relationships of trust as well as effective monitoring from the courts or other tribunals. This panel brings together United States and international scholars to explore traditional guardianship law, its effect on the rights of those under guardianship, and the process and content of present and future reform efforts including those to legislate for supported decision-making.

Capacity Assessment: Legal Perspectives and Clinical Evaluations, Arlington Ballroom 1 Sally McSwiggan, Macquarie University (AUS) Kelly Purser, Queensland University of Technology (AUS)This session will examine capacity assessment from a clinical and from a legal perspective before drawing together the two different approaches to make some proposals for a better assessment paradigm.

Monitoring the Lifestyles of the Rich and Not So Famous, Arlington Ballroom 2Sharon R. Bock, Palm Beach County (USA) Myra E. Kirkland, Dallas County Probate Court (USA)Patricia McArdle, Dallas County Probate Court (USA) Anthony Palmieri, Palm Beach County (USA)As the world’s population continues to rapidly age, the importance of monitoring and auditing guardianships will grow exponentially. Monitoring and auditing guardianships is critical to protecting society’s most vulnerable citizens – incapacitated people. The Clerk & Comptroller of Palm Beach County (Florida) and the Probate Courts of Dallas County (Texas) will share their cutting edge programs which are designed to enhance monitoring, criminalize civil guardianship fraud, and protect their citizens, both wealthy and lower income, residing in increasingly aging communities.

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Breakout Series #2 (Wednesday, May 28 from 2:15 pm – 3:15 pm)

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THURSDAY, MAY 29 7:00 am – 5:00 pm Registration Area Open 7:30 am – 8:30 am Continental Breakfast with Exhibitors, Arlington Ballroom Foyer 8:30 am – 9:15 am General Session: Community Living: A Rights-Based Approach for the 21st Century, Arlington 3 and 4 Sharon Lewis, Principal Deputy Administrator, Administration for Community Living (USA)

The presentation will include discussion of community living for people with disabilities (including older adults) in the U.S., in the context of the integration mandate of the Americans with Disabilities Act (the U.S. Supreme Court’s Olmstead decision) and the provision of home- and community-based services. Ms. Lewis will talk about supporting people in a way that preserves their rights and honors their decisions related to all aspects of community living: how people with functional support needs can live, work, play and participate in our communities in a manner consistent with their preferences.

9:15 am – 10:00 am Making the Case for Supported Decision-Making, Arlington Ballroom 3 and 4

Tina Campanella, Quality Trust for Individuals with Disabilities (USA) Jenny Hatch (USA)Judge Kristen Glen (USA)Judge Glen will outline the challenges and opportunities for supported decision-making in the U.S., including the results of a pioneering multi-disciplinary national roundtable held in 2012. She will describe existing pilot projects, litigation and legislative strategies, and the particular challenges from a judicial perspective. Jenny Hatch will share her perspective on why supported decision-making is impor-tant for people needing assistance with decision-making using her personal experience in securing her rights over the past two years to illustrate her main points. Tina Campanella will talk about the challenges we face trying to make sure that supports are customized to the specific needs of each person. The goal is a system that acknowledges and uses the full array of options for supporting people needing some assistance, with preference for ensuring the least restriction on individual rights whenever possible.

10:00 am – 10:15 am Break 10:15 am - 11:15 am Breakout Series #3 (See page 6 for session descriptions) 11:15 am – 11:45 am Beverage Break with Exhibitors, Arlington Ballroom Foyer 11:45 am - 12:45 pm Breakout Series #4 (See page 7 for session descriptions) 12:45 pm – 1:45 pm Lunch and Exhibitor Visits, Arlington Ballroom 3 and 4 1:45 pm - 2:45 pm Breakout Series #5 (See page 8 for session descriptions) 2:45 pm – 3:00 pm Break 3:00 pm - 4:00 pm Breakout Series #6 (See page 9 for session descriptions) 4:00 pm – 4:30 pm Beverage Break with Exhibitors, Arlington Ballroom Foyer 4:30 pm – 5:30 pm Table Talks with Facilitators, Arlington Ballroom 3 and 4 5:30 pm Open Evening with Dinner on Your Own

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Navigating the Judicial System: Innovative Court Projects that Pave the Way, Arlington Ballroom 5Janet R. Morris, Family Caregiver Project (USA) Maria Mammeri-Latzel, Amtsgericht Kopenick (DEU)Thomas A. Swift, Trumbull County (Ohio) Probate Court (USA)Panelists will discuss three innovative projects that emphasize equal access to the courts while focusing on the needs of caregivers, seniors, or other individuals who need assistance in navigating the judicial system. Through the collaborative efforts of judges, court personnel, attorneys, volunteers, community resources, and non-profit organizations, these projects provide examples of how partnerships can provide practical solutions to common problems facing the courts and the public in the judicial process.

The Need for Greater Enforceability of Guardianship Orders Across Domestic and International Borders, Arlington 6Rodney Myer, Kennedy, PC Law Offices (USA) Michael Splaine, Splaine Consulting (USA)The presenters will first discuss the current status of enforceability of adult guardianship orders across international borders and across state borders within the United States. Next, the presenters will propose ideas to make the process for international and U.S. domestic cross-border enforceability of guardianship orders more centered on the needs of the adult incapacitated people more efficient and less expensive. Finally, the presenters will engage the audience in a discussion of the challenges of and potential solutions for cross-border enforceability problems.

Doctors’ Knowledge and Practice of the Law on Withholding and Withdrawing Life-Sustaining Treatment from Adults who Lack Capacity, Arlington Ballroom 1Kim Dayton, William Mitchell College of Law (USA) Lindy Willmott, Queensland University of Technology (AUS)This session will focus on different aspects of decision-making that relate to health issues, particularly those that arise as a person is nearing the end of their life. One paper will focus on end of life decision-making for adults who lack the capacity to make decisions for themselves. This paper will explore the legal (as opposed to clinical) role played by physicians who practice in this field, and some recent empirical findings about the knowledge that physi-cians have of that law. The second paper will discuss recent United States cases involving health care decision-making by guardians and will provide suggestions as to how such controversies can be avoided.

Model Approaches to Elder Abuse Prevention and Intervention in Legal Guardianship Cases, Arlington Ballroom 2 Deirdre Lok, The Hebrew Home at Riverdale (USA) Zach Addison, Vera Institute of Justice, Inc. (USA)Gabriella Kluge, LLM, University of Hamburg (DEU)Our presentation addresses the dramatic rise of elder abuse in our aging population and how New York and German models tackle this crisis through the appointment of a guardian. Elder abuse is often what leads an individual to need a guardian, and it is up to a court to ascertain and resolve the abuse. Through a coordinated approach and appropriate oversight, guardianships can be an effective tool in assisting those with cognitive or mental health impairments or disability while also addressing and preventing elder abuse.

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Breakout Series #3 (Thursday, May 29 from 10:15 am – 11:15 am)

Judicial Standards and Promising Practices in Limited Guardianships and Court Monitoring, Arlington Ballroom 5Karen Boxx, University of Washington (USA) Barry Kozak, The John Marshall Law School (USA)Brenda K. Uekert, National Center for State Courts (USA)This program will describe the development of the National Probate Court Standards and the standards from the Third National Guardianship Summit. It highlights standards that can be implemented to enhance protections for adults who are placed under guardianship—including the use of limited guard-ianships, proactive court monitoring practices, and the application of fiduciary standards. Promising strategies that courts can use to maximize the use of limited guardianships and efficiently carry out fiduciary risk management methods will be explored.

Alternatives to Guardianship for Young Adults with Disabilities, Arlington Ballroom 6Cheol Ung Je, Hanyang University (KOR) Arlene Kanter, Syracuse University College of Law (USA)Sang-Hee Lee, Republic of Korea Ministry of Health and Welfare (KOR) Bertha Sanchez-Hayden, Bet Tzedek Legal Services (USA)This session begins with an overview of guardianship for young adults with disabilities under U.S. and international law, by Professor Arlene Kanter of Syracuse University, followed by a presentation by Professors Cheol Ung Je and Sang-Hee Lee about recent initiatives in Korea to provide alternatives to guardianship for young people. The final speaker is Bertha Sanchez-Hayden, who will discuss a new project in Los Angeles, California to educate parents on advocating for their adult children.

Risky Business: Balancing Preferences with Reasonable Concerns, Arlington Ballroom 1Jamie Shirley, University of Washington Bothell (USA) Laura Tamblyn Watts, Canadian Centre for Elder Law (CAN)Anita Smith, Australian Guardianship & Administrative Board (AUS)A fundamental tension in guardianship is between the obligations to keep a client safe and to respect client autonomy. When clients retain residual ca-pacity to articulate contemporary preferences, this balance is particularly complicated, especially with the aging rights-oriented baby-boomer generation. This presentation will explore the concept of residual capacity and apply it to specific examples in residential facilities. The speakers will discuss the risks to liberty and dignity for persons with incapacity and possible responses to the current conundrum.

Beyond Substituted Judgment and Best Interest: Can Improved Statutory Standards Produce Better Decision-Making Practices?Arlington Ballroom 2David English, University of Missouri (USA) Lawrence A. Frolik, University of Pittsburgh School of Law (USA)Linda S. Whitton, Valparaiso University Law School (USA)This presentation examines the theoretical models for guardian decisions, the current statutory standards, and empirical findings about what factors in-fluence guardian decisions. Examples will illustrate how decision outcomes may differ depending on the standard applied and how, in reality, guardians often lack information to make a true “substituted judgment.” Statutory reform is recommended to provide a continuum of decision-making factors that can lead guardians to choices more closely aligned with the desires and values of the incapacitated person.

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Breakout Series #4 (Thursday, May 29 from 11:45 am – 12:45 pm)

Thinking About Difference: Beyond Decision-Making and Into Activism, Arlington Ballroom 5Natalie Chin, Benjamin N. Cardozo School of Law (USA) Patrick McGee, Aboriginal Disability Justice Campaign (AUS)This session has two presentations that at first glance may hold little in common. However, take a longer look. The first presentation explores the impact of guardianship for LBGT people under guardianship, highlighting structural discrimination in the area of appointments. Adult guardianship laws fail to consider non-traditional family constructs, with the majority of states deferring to individuals related by blood or marriage as having priority over families of choice – chosen individuals who provide social and emotional support. The second presentation describes the situation in Australia for people with a cognitive impairment who commit crimes and who are assessed as mentally impaired and found unfit to plead. Unfortunately, imprisonment and some-times indefinite detention in jails are often outcomes. This situation disproportionately affects Indigenous Australians with cognitive impairments. Both presentations tell a tale of people whose rights are compromised and who do not necessarily benefit from standard guardianship practice. Both presenta-tions highlight abuses that are particular to a specific group of people - abuses that are structural and systemic. Both presentations ask us to consider how guardians can overcome structural and systemic issues for particular groups of people that historically have been marginalized and discriminated.This session will challenge standard guardianship practice and ask us to consider moving beyond just decision-making and incorporate activism as a tool of guardianship. Comparative Practices with Supported Decision-Making as an Alternative to Guardianships, Arlington Ballroom 6Nandini Devi, University of Lucerne (CHE) Arlene S. Kanter, Syracuse University College of Law (USA)Leslie Salzman, Benjamin N. Cardozo School of Law (USA) Yotam Tolub, Israel Human Rights Center for People with Disabilities (ISR)This panel will present an overview of supported decision-making, which is now recommended as an alternative to substituted decision-making that is inherent in most guardianship laws. The panelists will present experiences and country-perspectives, drawing on their research and advocacy in the U.S., England and Israel. Family Members as Guardians for Mentally Ill Patients, Arlington Ballroom 1Robert Barton, Holland & Knight, LLP (USA) Kees Blankman, VU University Amsterdam (NLD)Eva Ryrstedt, Lund University (SWE)This panel will examine issues surrounding family members serving as guardians for patients who are mentally ill, including the appropriateness of family members serving as guardians; preserving the rights of the mentally-ill patient when a family member is a guardian; identifying and resolving conflicts of interests with regard to financial interests and medical treatment; and discussing how the difficulties family members have in obtaining treatment for the mentally ill could be addressed through changes in the law. Adult Guardianship Decision-Making Process: Psychomorphological and Legal Perspective, Arlington Ballroom 2Prosper Ayawei, Bayelsa State Government of Nigeria (NGA) Dagmar Brosey, Cologne University of Applied Science (DEU)In the course of this presentation, we will go through the meaning of adult guardianship, psychomorphology, its legality and decision-making, and their psychomorphological overview; thereby, rendering relevant guiding principles and identifying conflicts that result from individual differences of the con-servatee and conservator, as well as conservatee disorders and phobias. Furthermore, analyzing the generic alliteration psychomorphological deca-perimeter and its attendant charts, and all this is to the best interest and well-being of the conservatee.

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Breakout Series #5 (Thursday, May 29 from 1:45 pm – 2:45 pm)

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Ready, Set, Plan: Future Care Planning for Intellectually/Developmentally Disabled Adults and their Caregivers, Arlington Ballroom 5Yolande P. Erickson, Bet Tzedek Legal Services (USA) Sibylle Grebe, Conover and Grebe, LLP (USA)Adults who are intellectually/developmentally disabled are living longer, healthier lives. Most are cared for by their parents who have not planned for their own futures let alone those of their loved ones. This panel will look at the needs of aging caregivers and aging care recipients, including estate planning, guardianships, letters of intent, public benefits, medical care, housing and activities of daily living. Special consideration will be given to self advocacy, fostering an active voice for the care recipient in future planning.

Guardianship Alternatives: Practical Ways to Pursue Less Restrictive Options, Arlington Ballroom 6Rebecca Diller, Benjamin N. Cardozo School of Law (USA) Ariadne Van den Broeck, University of Leuven (BEL)The speakers will discuss practical ways to pursue less restrictive alternatives to guardianship, from three different angles. First, they will dis-cuss how family members, friends and social workers of a vulnerable adult can explore these alternatives. The talk will then describe creative strategies for promoting and developing new alternatives in one’s jurisdiction. Finally, the speakers will focus on how the individual himself can anticipate a future incapacity and avoid a guardianship by granting a lasting power of attorney.

Mediating in the Shadow of Guardianship: Possibilities and Pitfalls, Arlington Ballroom 1Jennifer L. Wright, University of St. Thomas School of Law (USA) Dominique Sanz-David, Bet Tzedek Legal Services (USA)Disputes over protecting the health, safety, and finances of impaired elders can result in lengthy legal battles that break relationships, drain re-sources, and put frail elders at the center of a damaging tug of war. Mediation offers a possible alternative to guardianship/conservatorship for addressing and resolving such disputes. The panel will discuss some of the special challenges of elder law mediation, its potential as an alterna-tive to guardianship/conservatorship, the risks it can pose to elders, and best practices to minimize those risks.

Too Much is Restricting, Too Little is Abandoning: Seeking a Correct Guardianship Intervention, Arlington 2Joan-Manuel del Pozo-Alvarez, Campus Arnau d’Escala Foundation (ESP)Josep-Maria Solé-Chavero, Campus Arnau d’Escala Foundation (ESP)Lettitia McPherson, The Arc of San Angelo Guardianship Alliance (USA)Throughout history, people with disabilities have remained devoid of exercising certain rights, and perhaps the most fundamental of all, that de-fines substantially humans: the right to liberty and the exercise of self-government. This session will examine how we can work to respect and promote the exercise of self-government of people with disabilities without falling into excesses or defects.

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Breakout Series #6 (Thursday, May 29 from 3:00 pm – 4:00 pm)

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FRIDAY, MAY 307:00 am – 5:00 pm Registration Area Open 8:00 am – 9:00 am Continental Breakfast, Arlington Ballroom Foyer

9:00 am – 10:00 am Showcase Session: Guardianship Reform in China and Japan, Arlington Ballroom 3 and 4Makoto Arai, Chuo University (JPN) David English, University of Missouri (USA)Yulang Hu, Fujian Agriculture & Forestry University (CHN) Rebecca Lee, Hong Kong University (HKG)LiHong Tang, Law School of Fuzhou University (CHN)Both China and Japan are experiencing the rapid aging of their populations. Japan reformed its guardianship laws in 2000 but further reforms are currently being considered. China reformed its guardianship laws effective December 2012 but additional reforms are needed. This presentation will discuss the recent reforms in China and Japan and the issues that still need to be addressed.

10:00 am – 10:15 am Break

10:15 am - 11:15 am Breakout Series #7 (see page 11 for session descriptions)

11:15 am – 11:45 am Beverage Break, Arlington Ballroom Foyer

11:45 am - 12:45 pm Breakout Series #8 (see page 12 for session descriptions)

12:45 pm – 1:45 pm Lunch 1:45 pm - 3:00 pm Showcase Sessions (see page 13 for session descriptions)

3:00 pm – 3:30 pm Beverage Break, Arlington Ballroom Foyer

3:30 pm - 4:30 pm General Session: Participant Reflections, Arlington Ballroom 3 and 4

6:15 pm Buses Begin Boarding for the Closing ReceptionGather in the hotel’s lobby to be transported to the beautiful Conservatory at the United States Botanic Garden. Buses will cycle con-tinuously between the hotel and the Botanic Garden and the first buses will depart at 6:30 pm. Wear your World Congress name badge; you will NOT be permitted to enter the U.S. Botanic Garden without this identification!

7:00 pm – 9:00 pm Closing Reception, The Conservatory, United States Botanic GardenMore than 200 years ago, George Washington had a vision for the capital city of the United States that included a botanic garden that would demonstrate and promote the importance of plants to the young nation. Established by the U.S. Congress in 1820, the U.S. Botanic Garden is one of the oldest botanic gardens in North America. The Closing Reception is a social gathering of fellow Congress participants and you are free to arrive and depart at any time, using the buses that will run on a continuous loop between the hotel and The Conservatory.

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Guard-Railing Responsibility in Guardianship, Arlington Ballroom 5Carmen Kaminsky, Cologne University of Applied Sciences (DEU) André Leijssen, Leijssen Bewindvoeringen B.V. (NLD)In the practice of guardianship the guardian has to deal with all kinds of conflicts. Conflicts are always a part in human interaction. A short outline will be given in face-to-face interaction with the model of game theory. The specific social role of the guardian as the person who is confronted with conflicts, and the one who has to make the decisions. Here comes in the notion of ‘responsibility’. The theoretical input of ‘the structures of responsibility’ can provide guardians with convenient tools to support them in difficult decision-making processes.

Indiana Adult Guardian Task Force: How a Highly Successful Collective Impact Initiative is Championing System-Wide Change in Guardianship Service Delivery, Arlington Ballroom 6 Judge Susan Orr Henderson, Fountain Circuit Court (USA) Diane Kavadias Schneider, Lake Superior Court (USA)Michael J. Jenuwine, University of Notre Dame Law School (USA) Jim Leich, LeadingAge Indiana (USA)Rebecca M. Pryor, Indiana Adult Guardianship Services Project (USA)Most Task Forces are viewed as a means to an end, with hours of meetings and hundreds of cups of coffee in between. Not so for the judicial, disability, aging, mental health, and health public-private agencies and organizations, attorneys, and advocates comprising the Indiana Adult Guardianship Task Force. Learn how this cross-sector group set aside individual - organizational agendas to create a collective impact initiative for system-wide improvement of guardianship service delivery in a state without a public guardian system.

The Thread that Binds: Mediation and the Fabric of Family, Arlington Ballroom 1Tye J. Cressman, Cressman & Erde, LLC (USA) Ona Russell, Private Practice (USA)The value of mediation and other alternative dispute resolution approaches in guardianship matters will be discussed. The panelists argue that early and ongoing mediation sessions can ameliorate and even prevent conflicts that naturally arise in the guardianship setting. Problems that occur in the modern “blended family” will serve as a particular example of how such methods can help avoid litigation, an outcome that results in far less cost, both financially and emotionally, to all parties involved.

Where Human Rights Begin: Human Rights and Guardianship for Individuals with Developmental Disabilities, Arlington Ballroom 2Jane Gildersleeve, Family Guardian (USA) Joan Kakasik, Guardianship Association of New Jersey (USA)Simon Azavedo, Guardianship Association of New Jersey (USA)“Where Human Rights Begins,” a first-of-a-kind, personal handbook and reference work, was developed for hands-on use by individuals with developmen-tal disabilities and their families. The work is inspired by Mrs. Eleanor Roosevelt’s message to the United Nations in 1958. Individuals with developmental disabilities must learn about and advocate for their human rights, whether having a guardian or not. The “Personal Handbook” section of the book is intro-duced in several languages for this World Congress.

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Breakout Series #7 (Friday, May 30 from 10:15 am – 11:15 am)

Elder Veterans: Posttraumatic Stress Disorder (PTSD), Dementia and Benefits, Arlington Ballroom 5Michael P. Allen, Stetson University College of Law (USA) Kim Grier, Georgia Division of Aging Services (USA)Rebecca C. Morgan, Stetson University College of Law (USA) Laura Tamblyn Watts, Canadian Centre for Elder Law (CAN)This session will cover the issues that are faced by elder veterans with dementia or PTSD, Veterans benefits available, when a guardian may be needed and understanding the language of dementia (how guardians can more effectively communicate with individuals with dementia).

Perspectives on Supported Decision-Making, Arlington Ballroom 6Meredith Coote, New South Wales Trustee and Guardian (AUS) Dohn Hoyle, The ARC Michigan (USA)Mark Rozanc, New South Wales Trustee and Guardian (AUS) Barbara R. Trader, TASH (USA)Barb Trader and Dohn Hoyle will discuss the ethical imperative for rethinking guardianship. Establishing guardianship or conserving a person with dis-abilities is demeaning and contrary to current best practices. The outcome for the person is devastating and stigmatizing. We must rethink this pervasive, but outdated, methodology and use alternatives and provide the supports, assistance and accommodations persons need to exercise choice, have their preferences honored and to participate in our communities as equal citizens. Meredith Coote and Mark Rozanc will discuss financial management and the journey to the summit of full equality, elaborating on a model of supported decision-making that encapsulates the notion of “empowerment with safeguards”. In Australia, the legislation is yet to change to reflect to fully reflect the UNCRPD, therefore the presentation will focus on a continuum of decision-making empowerment. The speakers will share an enhanced version of a previously developed client consultation tool augmented with an undue influence assess-ment. This assessment is designed to safeguard individuals and identify where vulnerabilities exist in this new era of assisted decision-making and equality for people with disabilities, where traditional protections and paternalistic assumptions will no longer apply.

Powers of Attorney: An Alternative to Adult Guardianship? An Australian and German Perspective, Arlington Ballroom 1Michael Ganner, University of Innsbruck (AUT) Volker Lipp, University of Göttingen (DEU)Andrew Taylor, Australian Capital Territory (AUS)Dr. Lipp will first make some introductory remarks from a comparative perspective, focusing on the different approaches towards enduring powers of attorney in various jurisdictions. He will then explore the use of Powers of Attorney as an alternative to guardianship, mainly drawing from the German experience but not limited to it. He will highlight the features of the German enduring powers of attorney and will also try to explain why it is such a popular instrument. Dr. Ganner’s intention is to speak about the Austrian guardianship system and its alternatives, especially the enduring power of attorney and the ex-lege substi-tution by family members. The main purpose is to depict the advantages and risks of the enduring power of attorney in comparison with guardianship. In a second step he will compare the Austrian and German regulations concerning the enduring power of attorney and discuss the potential of this instrument to ensure the autonomy of persons. Mr. Taylor will speak from the Australian Capital Territory and Australian perspective about the enduring power of attorney as an alternative to guardianship. He will include financial and property in reference to guardianship. He will highlight current issues around the Enduring Power of Attorney and it short-comings in relation to the Guardianship system. He will also discuss moves underway in Australia to make the Enduring Power Attorney a better representation tool to better protect persons who have lost capacity.

DisabilityCare Australia: A Revolution in Disability and Implications for the Operation of Guardianship and Financial Man-agement Systems, Arlington Ballroom 2Malcolm Schyvens, NSW Guardianship Tribunal (AUS) Anita Smith, Australian Guardianship and Administration Board (AUS)DisabilityCare Australia is an independent statutory agency, whose role is to implement the National Disability Insurance Scheme, which will support a better life for hundreds of thousands of Australians with a significant and permanent disability and their families and carers. Following a model similar to Austra-lia’s very successful Medicare (universal health care) scheme, the needs of people with disabilities will now be funded through a national insurance model. Launched in specific trial sites on 1 July 2013, DisabilityCare is enabling people with disabilities to access the care that they want according to needs they have identified and from service providers that they have chosen. The Australian Government will provide $19.3 billion over seven years from 2012-13 to roll out DisabilityCare across the country. By ensuring that people with a disability and their carers receive full access to the support they need, DisabilityCare Australia is dedicated to the vision of a community that values people with disabilities. How will DisabilityCare provide choice and services to people with decision-making disabilities? Will the scheme be able to respond to the roles of guardians and administrators (financial managers) and other existing sub-stitute decision-making roles? Our presenters will outline this revolutionary approach to universal disability care and support. We will then examine how this new insurance scheme in Australia can make use of the existing substitute decision-making schemes under guardianship and related laws.

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Charting a New Course: Two States’ Perspectives on Restoration Rights, Arlington Ballroom 5 Melinda Coulter, Florida Agency for Persons with Disabilities (USA) Karen P. Campbell, Office of Public Guardian, Inc. (USA) Linda S. Ershow-Levenberg, Fink Rosner Ershow-Levenberg LLC (USA) Phoebe Ball, Disability Rights Florida (USA) Amelia Milton, Florida Agency for Persons with Disabilities (USA)This session will examine the restoration of rights process in two populous states of the United States, New Jersey and Florida. The findings from a 2013 study of restoration among persons with developmental disabilities in Florida will be shared. Innovative programs and practices designed to facilitate restoration will be discussed. The panel will explore the topic of restoration from policy, legal and human rights’ perspectives and will examine an actual restoration case in New Jersey.

The Differing Roles of Governmental Fiduciaries on Three Continents, Arlington Ballroom 6Craig Dent, State Trustees Limited (AUS) Daniel Koh, Office of Public Guardian, Singapore (SGP)Wendy Shparago Cappelletto, Office of the Public Guardian of Cook County (USA)Government sponsored guardianship programs vary from country to country. This presentation will illustrate three different ways in which government fidu-ciaries are utilized by focusing on programs in Australia, the United States and Singapore. Australia and the United States have longer standing programs, while Singapore has a relatively young program. The agencies addressed in this program illustrate three different ways in which government fiduciaries are utilized. In addition, the presentation will address how each agency is attempting to meet the growing needs of society, with limited resources, as well as facing various cultural barriers in their various roles.

How Volunteers can Strengthen Guardianship Systems, Arlington Ballroom 1 Karolina Abuzyarova, Utah State Courts (USA) Jochen Exler-König, International Guardianship Network (DEU)Hiroshi Takahashi, Japan Adult Guardianship Law Association (JPN) Erica Wood, ABA Commission on Law and Aging (USA)This session will profile: the creative use of volunteers to serve as guardians in Germany, and the government support provided for training and oversight; the synergy between the public guardianship program responsible for property management and citizen volunteers responsible for personal affairs in Ja-pan; and the role of volunteers as court visitors in U.S. jurisdictions, including a statewide volunteer visitor program in Utah.

How does Culture Impact Upon Best Practices in Guardianship? A Comparative Study of the Achievements and Challenges in Hong Kong and New South Wales, Australia, Arlington Ballroom 2Charles CHIU Chung-yee, Hong Kong Guardianship Board (HKG) Alexandra Sprouster, New South Wales Guardianship Tribunal (AUS)Malcolm Schyvens, New South Wales Guardianship Tribunal (AUS)New South Wales (Australia) and Hong Kong share legal and demographic similarities, yet during the financial year 2012-13, the Hong Kong Guardianship Board received 277 applications for guardianship orders whilst the NSW Guardianship Tribunal received 2,794. The session will explore why such a dra-matic disparity exists by comparing the legislative provisions and the practices of the two Tribunals, including case management and operational aspects, statistical analysis and consideration of the cultural differences between the two jurisdictions.

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Showcase Sessions (Friday, May 30 from 1:45 pm – 3:00 pm)

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IMPORTANT INFORMATIONCongress sessions are currently being analyzed to determine the potential number of credit hours offered. Because each accrediting body must ap-prove the program prior to assigning credits, the specific number of credits accepted by each state and for each type of credit will not be definite until May. Keep in mind that not all hours will be deemed acceptable for all types of credit. Questions about continuing education credits can be sent to educa-tion@guardianship.org or call +1-877-326-5992, ext. 2.

Proof of Attendance Due to verification requirements, World Congress moderators will announce two codes during each session: one at the beginning and another near the end of the session. Codes MUST be entered on attendance verification sheets to receive Proof of Attendance; should you miss one of the codes, please insert the time you arrived/left the session in place of the code. Moderators, staff and other attendees are unable to repeat these codes as this is a requirement to verify attendance for continuing education credit; falsifying information can result in loss of education hours for all attendees. Atten-dance forms must be completed and submitted to receive any credit; World Congress staff strongly advise that all attendees submit attendance verifi-cation forms to document your participation should you need record of it in the future.

Verified Certificate of AttendanceThe Congress registration includes a verified cer-tificate for every attendee who submits an atten-dance verification sheet which uses a code system for each session. This certificate can be submitted as proof of attendance to areas of education where the World Congress did not seek preapproval.

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Continuing Education Credits for USA AttendeesGuardianship CreditsThe 3rd World Congress on Adult Guardianship is approved for guardianship continuing educa-tion credits by the Center for Guardianship Cer-tification, California Fiduciary Bureau and Texas Guardianship Certification. The verified certificate is accepted as proof of attendance for these orga-nizations. The World Congress has applied to CE Broker (Florida Public Guardian Office) and Profes-sional Guardian Certification Board of Washington State. Certificate fees apply to receive Guardian-ship CEUs for Florida and Washington. See your Congress Packet for the certificate order form.

Continuing Legal Education CreditsThe 3rd World Congress on Adult Guardianship has applied to offer Continuing Legal Education credit for Virginia. Certificate fees apply to receive a legal certificate. Individuals outside of Virginia seeking legal credits should contact their State Boards prior to the Congress to see if their process requires a legal or a verified certificate. A verified certificate is included with the Congress fee. See your Con-gress Packet for the certificate order form.

Issuing of CertificatesTo issue your certificate in a timely manner, the World Congress must receive your attendance sign-in sheets (which are enclosed in the Congress Packet) before you leave the Congress. Certificates can then be downloaded online. All certificates or-dered before the Congress will be available within 45 days of the event. Attendees are urged to check their Congress Packets upon arrival to obtain the most current Continuing Education information.

Journal of International Aging,Law & Policy

Presenters and participants are encouraged to submit papers for publication in the Journal of International Aging, Law & Policy, a joint publication of Stetson University College of Law and AARP.

The Journal invites each author to submit a sub-stantial scholarly paper (approximately 30 - 40 pages, including footnotes/endnotes), which is in-ternational in perspective and contains a unique perspective on guardianship. An example would be a comparative paper that compares one coun-try’s promising practices to the trends found in other areas of the world.

The Journal’s Editorial Board reserves the right to select from the papers submitted based on topic, depth of research and quality of writing. Papers will be published in the Fall 2014 edition of the Journal.

Papers are requested to be submitted in Microsoft Word. Completed papers should be submitted by July 1, 2014 to Roberta Flowers at flowers@law.stetson.edu. Authors whose papers are accepted will be notified by the end of August.

An informal informational meeting for authors who may be interested in submitting papers is scheduled for Thursday, May 29 at 5:30 pm, im-mediately following the final session of the day. This is where you can ask any specific ques-tions you have and receive answers!

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FREQUENTLY ASKED QUESTIONSHow can I get around the Washington, DC area?The Washington, DC area has a subway system, the Metro, that offers easy transportation into the city. The Metro is easily accessible from the lobby of the Crystal Gateway Marriott, which is located at the Crystal City stop on the blue and yellow lines (visit www.wmata.com for an interactive map).

How can I find things to do while I’m in town? Washington, DC offers museums, theater, dance, sports and more. Within two days, you could visit the Smithsonian museums, watch a Washington Nationals baseball game, see the pandas Mei Xiang and Tian Tian at the National Zoo and stroll along the National Mall between the White House and the U.S. Capitol. Links for things to do are lo-cated at www.WorldCongressGuardianship.org.

Can I download handouts to my laptop or mo-bile device? A link to all speaker handouts were sent a few weeks before the Congress to download to a lap-top. In addition, participants will receive a USB drive upon registration with all of the handouts on it. Finally, the Congress features a mobile app with links to materials.

Can I share materials that might be of use to others? One of the goals of this Congress is to form an online International Resource Library on Adult Guardianship. All submissions, including brochures, manuals, handbooks and more, are welcome if they would be of help to others. Sub-missions may be made by emailing info@nation-alguardianshipnetwork.org with the subject line “resource library.” Please provide, in English, a de-scription regarding the document(s) you send, so that we can name and categorize them. Resources may be in English or in the language in which they were written. Please respect U.S. Copyright laws.

Does the hotel offer free Wi-Fi?Complimentary Wi-Fi is available in guest rooms and in the hotel lobby. The meeting rooms do not offer free Wi-Fi.

What are the country abbreviations used in this program?There are 21 countries represented by presenters at this World Congress. The following is a list of the abbreviations used to identify speakers’ countries:

Argentina (ARG)Australia (AUS)Austria (AUT)Belgium (BEL)Canada (CAN)China (CHN)Germany (DEU)Hong Kong (HKG)Ireland (IRL)Israel (ISR)Japan (JPN)The Netherlands (NLD)Nigeria (NGA)Republic of Korea (KOR)Singapore (SGP)Spain (ESP)Sweden (SWE)Switzerland (CHE)Taiwan (TWN)United Kingdom (GBR)United States of America (USA)

How do I download the Congress app?The Congress mobile app is available for Apple and Android devices by searching “world congress guard-ianship” on the App Store or Google Play. Once down-loaded for free, the app allows you to view the sched-ule, and set your own with alarms, read speaker bios and much more! If you have any issues, help is avail-able during non-peak times at the registration desk.

Who planned the World Congress?The World Congress committee is comprised of volunteers. Members include:

Sally Hurme, co-chairKim Grier, co-chairMary Jane CiccarelloTammy ConoverKim DaytonKeith Bradoc GallantRebecca C. MorganJanet MorrisMary Joy QuinnPamela B. TeasterBrenda K. UekertOmar ValverdeErica Wood

In addition, an International Advisory Committee provided advice and counsel. Members include:

Makoto Arai, JapanAnna Arsteinkerslake, IrelandKees Blankman, The NetherlandsSezgin Seymen Cebi, TurkeyJochen Exler-Konig, GermanyEkrem Kurt, TurkeyEilionóir Flynn, IrelandDaniel Koh, SingaporeLuchetu Likaka, KenyaVolker Lipp, GermanyDenzil Lush, United KingdomTorbjörn Odlöw, SwedenAnita Smith, AustraliaLaura Tamblyn Watts, Canada

May I take photos and videos at the Congress?Due to copyright laws, video or audio recording by anyone who has not been credentialed by the World Congress as a media representative is prohibited. You may take photos for your personal use, or to pro-mote your participation at the event. If you have any questions, please inquire at the registration desk.

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Hosted By In Affiliation With

Washington, DC • USA • May 28 – 30, 2014Special thanks to the following members of the National Guardianship Network for providing financial support.

Their contributions make it possible to hold the 3rd World Congress on Adult Guardianship.

Thank you to the following foundations for financial contributions.

Borchard Foundation Center on Law & Aging