Guardianship Training – Tuesday, Nov. 21

A program designed to guide you through the concepts, mechanics, duties, special situations, ethical matters and current practice issues.

Co-Sponsored with the Center for At-Risk Elders (CARE)

Legal Concepts
a. The Serious Consequences of Guardianship
b. Navigating Indiana’s Confusing Guardianship Code
c. Principles of Surrogate Decision Making
d. Lesser Restrictive Alternatives to Guardianship

Legal Mechanics
a. Launching a Guardianship Proceeding
b. Preparing for the Uncontested Hearing
c. Preparing for the Contested Hearing
d. Discovery Rules and Evidence Rules

Duties of Guardian to Court & Post-Hearing Role of Court
a. Reports, Inventories and Accountings
b. Actions Requiring Court Approval
c. Successor Guardians and Removal of Guardians
d. Termination of Guardianships
e. Special Legal Tools Available to Guardians

Temporary Guardianships
a. When Is a Temporary Guardianship Appropriate?
b. Special Rules Applicable to Temporary Guardians

Ethical Issues in Guardianship
a. Confidentiality in the Age of E-Filing
b. Obligations to Honor Rights to Due Process
c. Advising Guardians on Methods of Ethical Decision Making

Overview of Current Issues in Guardianship Law & Practice
a. Access / Quality / Accountability.
b. Update on Recent Indiana Case Law on Guardianship
c. “Right to Association”
d. Laundry List of Guardianship Laws Too Often
Ignored in Practice

H. Kennard Bennett
Bennett & McClammer LLP, Indianapolis

Sara M. McClammer
Bennett & McClammer LLP, Indianapolis

Co-Sponsored with the Center for At-Risk Elders (CARE)
6 CLE / 1 E – Tuesday, November 21
9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Advanced Interdisciplinary Collaborative Practice Workshop – Nov. 9-10

Collaborative Practice specialist Victoria Smith leads a two-day workshop to further engage those trained in collaborative practice.

Agenda Day 1:
• Introductions/Goals/Learning Objectives
Overview of Collaborative Process & Professionals

• Advocacy in a Settlement Context – Role play
Redefining the Role of the Advocate
What we keep from traditional advocacy and what’s new
The Spectrum of Advocacy within Collaborative Practice
Understanding Conflict – Role play

• Overview of Interest-based Negotiation
Spectrum of Interests/Core Concerns
The Neuroscience of Interest-based Negotiation – Role play

• The Synergy of Neutrals and Advocates

• Key Communication Skills
Active Listening
Non-defensive Questioning
“I” Statements

• Understanding Fairness
Question & Answer

Agenda Day 2:
• Roadmap of the Team Case
Comprehensive Team Protocols

• Initial Client Meeting – Role play

• The Role of the Law in an Interest
Based Process Understanding Power

• The Interplay between Fairness, the Law & Interests

• Option Generation

• Questions & Answers
Wrap-up & Closing

National Speaker:
Victoria Smith, Victoria Smith Collaborative PC
A Toronto family lawyer with over 30 years of experience. Her passion and life work is to help clients to resolve their separation and divorce wisely and with dignity, and to support an evolution in the legal profession from adversarial advocacy to conflict resolution advocacy. Over 15 years ago, she confined my practice to out-of-court settlement work using Collaborative Law/Collaborative Practice and mediation. She has successfully resolved hundreds of mediations and collaborative cases. She provides workshops to collaborative professionals across North America and internationally to critical acclaim.

She is an empathic and solution-oriented lawyer and mediator, with a recognized capacity to negotiate creative settlements that meet her client’s needs and goals. She believes in educating, coaching and empowering her clients through a separation process that successfully prepares them for the future. Her goal is to help her clients receive their best possible outcome with the least possible emotional and financial turmoil.

Bring a mental health or financial professional & save….
Receive 50% off tuition of second and third professional after first registrant pays full tuition.

To take advantage of this tremendous savings, simply use the following discount codes when prompted at “checkout” and the second and third registrant receive 50% off tuition after the first registrant pays full tuition:
Discount Code for One Colleague = 1colleague
Discount Code for Two Colleagues = 2colleagues

12 CLE / 12 CME – Thursday & Friday, November 9-10

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Advanced Civil Mediation Roundtable, November 9 & 10 – French Lick

Michael P. Bishop of Cohen Garelick & Glazier leads our esteemed faculty of experienced mediators exploring issues within the civil mediation process.

Thursday, November 9
2:00 P.M. – 5:15 P.M.
Roundtable discussion of mediation issues

5:30 P.M. -7:00 P.M.
Hosted reception for attendees and guests

Friday, November 10
9:00 A.M. – 12:00 P.M.
Roundtable discussion of mediation issues

• Ethical Issues:  Mediation with pro se claimants; avoiding the appearance of impropriety; coercion by mediators; withdrawing from or refusing mediation. Non-neutrality and providing legal advice.

• Joint Sessions- Yes or No? When?

• Impasse: common reasons; ways of dealing with it; the mediators proposal; adjourning the mediation; bracket negotiations.

• Documenting the settlement agreement:  who prepares the agreement; parties proposed agreements; who signs and when; level of detail; Indiana case review.


Michael P. Bishop – Chair
Cohen Garelick & Glazier, Indianapolis

Barry Bitzegaio
Law Offices of Barry N. Bitzegaio, New Albany

Erik Chickedantz
Burt Blee Dixon Sutton & Bloom LLP, Fort Wayne

Thomas C. Hays
Lewis Wagner LLP, Indianapolis

Richard C Kraege
The Mediation Group, Indianapolis

6 CLE / 6 CME / 1 E – Thursday & Friday, November 9-10

– French Lick Springs Resort & Casino, French Lick, IN

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Applied Professionalism 2017 – Oct 20

By directive of the Indiana Supreme Court, all newly admitted attorneys must attend a six-hour Commission approved course on Applied Professionalism within their first three-year mandatory continuing legal educational cycle. This course meets this requirement for you!

Course Objectives
– F. Anthony Paganelli, Chair

Civility and Professionalism: What’s it Really All About?
– Hon. Melissa S. May

Hidden, But Obvious, Tips for Succeeding in Your Legal Career
– Gregory J. Utken

Conflicts of Interest
– Julia Blackwell Gelinas

Ethics of Business Development and Marketing
– F. Anthony Paganelli, Rebecca W. Geyer, & Frederick W. Schultz

Trust Accounts and IOLTA
– Seth T. Pruden

A Call for Help: The Judges and Lawyers Assistance Program (JLAP)
– Patricia L. McKinnon

Vignettes of Legal Ethics
– James J. Bell, Seth T. Pruden

F. Anthony Paganelli – Chair
Paganelli Law Group, Indianapolis

Hon. Melissa S. May
Judge, Indiana Court of Appeals

James J. Bell
Paganelli Law Group, Indianapolis

Julia Blackwell Gelinas
Frost Brown Todd LLC, Indianapolis

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel

Patricia L. McKinnon
Attorney at Law, Indianapolis

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington

Seth T. Pruden
Staff Attorney, Indiana Supreme Court Disciplinary Commission, Indianapolis

Gregory J. Utken
Retired Partner, Faegre Baker Daniels LLP, Indianapolis

6 CLE / 6 E / 6 APC – Friday, October 20
9:00 A.M. – 4:30 P.M.  Lunch Included!

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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