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Working with Clients with Diminished Capacity – What Should I Do?

Mid-America Charitable Gift Planners

Friday, August 9, 2019 from 7:30 AM to 9:00 AM (CDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
MACGP members
For those who are current members of Mid-America Charitable Gift Planners
Aug 9, 2019 Free $0.00
Non-Member - 1st time in 2019 Aug 9, 2019 Free $0.00
Non-Member - >2nd time in 2019 Aug 9, 2019 $25.00 $2.28

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Event Details

As we age, we sometimes become forgetful.  Is it a one-time event or is it a foretelling of what’s to come?  As individuals age, we may notice their ability to process information may not be quite the same as it used to be.  When is it just being forgetful, and when is it a question of “capacity?”   If it is our first meeting with an individual, what should we do if we think there is a question of capacity?  Are there signs we should look for?  Is there a question of confidentiality?  This panel of experienced professionals will discuss real life scenarios and how they have worked through difficult situations involving individuals with diminished capacity.  

Take Aways:

  • Identifying signs of diminished capacity of individuals
  • Understanding how to navigate a successful donor/client relationship when diminished capacity is involved
  • Understanding confidentiality rules for professional disciplines
  • Understanding reporting requirements for elder abuse

Agenda:

7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program

Presenters:  

Moderator:  Jim Cole (MACGP President – 1994) will be retiring at the end of July as Vice Chairman and CEO of Country Club Trust Company. Jim practiced law in North Carolina before beginning his 40-year trust career, which was capped by his election in 2014 into the Kansas City Estate Planning Society’s Hall of Fame, as one of the initial four members. Jim obtained his undergraduate degree from the State University of New York and his law degree from Wake Forest University. He was on the initial Board for MACGP and was MACGP’s Building Blocks chair for its first six years.

Panelists:
Christine DeMarea (MACGP President – 2005) is a partner with the law firm Husch Blackwell and focuses her practice in the area of private wealth. Her undergraduate is in finance and economics from Rockhurst University and her law degree and her LLM in tax is form UMKC. Christine is well-versed in business, farm and estate planning and charitable planned giving. She also has experience litigating complex trust and tax matters.

Jane Lampo (MACGP President – 2002) is Vice President for Institutional Advancement for the Kansas City University of Medicine and Biosciences. Jane holds degrees from the University of North Carolina at Chapel Hill, the University of Kansas and Johns Hopkins University. Her development career brings a wealth of experience from her 13 years at Children’s Mercy Hospital, her past 5 years in her current position, and development positions at Rockhurst Universty and William Jewell College.

Kevin Johnson (MACGP President – 1998) is a life insurance agent for New York Life and has been a life insurance professional in Kansas City for 41 years, holding both the CLU and the ChFC designations. His practice has been built in the specialized areas of estate planning, family business continuation, in-force policy management, and selected benefits for “key” employees. A graduate from the University of Kansas, Kevin’s first degree was in Chemistry with Honors. 

Have questions about Working with Clients with Diminished Capacity – What Should I Do?? Contact Mid-America Charitable Gift Planners
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When & Where


Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Friday, August 9, 2019 from 7:30 AM to 9:00 AM (CDT)


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Organizer

Mid-America Charitable Gift Planners

MACGP encourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks of a Planned Giving Conference, a half-day program is designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

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