Jamie Clausen Chairing 3/21 CLE on Collaborative Probate & Elder Law

3/20/2012

On March 21, 2012, Jamie Clausen will be a half day CLE on Collaborative Probate and Elder Law for the King County Bar Association. If you haven't registered yet, it isn't too late. Other presenters include Jeff Bean, David Strickland, Former Commissioner Eric Watness, Kathleen Wareham, Joanna Roth, and Alexandra Moore-Wulsin.

When:March 21, 2012 12:00 to 4:30
Where: Rainier Square Conference Center, 1301 Fifth Avenue, 3rd Floor Atrium, Seattle
Credits: 3.50 General and .50 Ethics CLE Credits

AGENDA:

11:30-12:00 Registration and Coffee Service
        Attendees are welcome to bring a brown-bag lunch

12:00-12:15pm Welcome and Overview
       Jamie Clausen, Phinney Estate Law, Chair

12:15-12:45pm Making the Collaborative Law Choice
       Jeffrey P. Bean, Beyond the Courthouse Mediation

What is Collaborative Law?
Collaborative Lawyers' Roles: From Advocating Positions to Representing Interests
Making the Process Choice: How to Choose Your Path to Resolution

12:45-1:30pm Participation Agreements for Probate and Elder Law
David A. Strickland, Attorney at Law
Alexandra Moore-Wulsin, Strata Law Group

What is a Participation Agreement?
Review of Model Participation Agreements
Considerations in Presenting Participation Agreements to Clients and Opposing Parties

1:30-1:45pm Break

1:45-2:30pm Collaborative Approaches to Classic Probate Conflicts
The Honorable Eric Watness, Jams, King County Superior Court Commissioner (Ret.)
Jamie Clausen, Phinney Estate Law

Will Contests
Inventory Disputes
PR Creditor Claims
Distribution Disputes
Real Estate Distributions

2:30-3:00pm Demonstration of Facilitation/Mediation in an Elder Law and Probate Case
Kathleen Wareham, WAMS Mediation & Arbitration Panel Member
Alexandra Moore-Wulsin, Strata Law Group

Using the Collaborative Model and Working with the Mediator/Facilitator
Discussing the Process and Identifying Participants
Developing the Agenda and Identifying Legal and Underlying, Broader Issues

3:00-3:15pm Break

3:15-3:45pm Ethics in Collaborative Probate and Elder Law
Joanna Roth, Attorney at Law

Zealous Advocacy Issues RPC 1.1
Minors and Disabled Beneficiaries RPC 1.14 and RPC 3.4
Privilege and Fiduciary Obligations RPC 1.6
Safety for Vulnerable Participants RPC 3.3

3:45-4:30pm Question & Answer Panel
All Speakers

4:30pm Evaluations and Adjournment

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Jamie Clausen Chairing 3/21 CLE on Collaborative Probate & Elder Law

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