The Disability Law Section’s 2025 CLE will be held on September 19, 2025 at the Oregon State Bar Center, 16037 SW Upper Boones Ferry Rd, Tigard.  Join us to learn about the intersections between mental illness and guardianship, working with court visitors, protective proceedings oversight, and how to establish less restrictive alternatives.

Register for the in-person event or live webcast at www.osbar.org/seminars (search for DIS25)

• $90 – ONLD member
• $105 – Disability Law Section member
• $115 – OSB member
• $125 – Non-OSB member
• $20 – Sack Lunch

Electronic materials are included with all registrations.  Webcast registration includes online access to the recorded seminar for 60 days after the event. Closed captions available.

The Disability Law Section has a limited number of scholarships available on a first come, first served basis. To apply, contact Carly Cannon at carly.cannon [at] mcda.us by Wednesday, September 10. Requests are considered in the order received. Please do not include any financial documentation or sensitive personal information with your scholarship request.

Schedule

12:00 — Registration and Lunch
(brown bags are welcome or you may order lunch when registering)

12:20 — Welcome and Introductions
Meredith Weaver, Disability Law Section Chair, Disability Rights Advocates, Portland

12:30 — Intersections Between Mental Illness and Guardianship

• When does a mental illness meet the definition of “incapacity”?
• What role does community support play?
• How do guardians navigate when to use supported decision making?

Alex Bluestone, Alex Bluestone Law LLC, Salem
Charity Damesworth, Residential Facilities Ombudsman, Salem
Nicole Svoboda, Nicole Svoboda’s Fiduciary Services LLC, Lake Oswego

1:15  Break

1:30 — Working with Court Visitors

• Rules and practice tips in working with court visitors
• Calling a visitor as a witness
• Procedure in juvenile cases

Cynthia Dorson, Marion County Probate Commissioner, Salem
Candice Elliott, Linn County Court Visitor, Albany
Jeffrey Petty, Probate Analyst, Oregon Judicial Department, Salem
Carley Pouland, Juvenile and Family Court Programs Division, Salem, Oregon Judicial Department, Salem

2:15 — Break

2:30 — Protective Proceedings Oversight: Monitoring and Auditing

• Monitoring of adult guardianship cases
• Why monitor?
• Who are monitors and what is the impact?
• Protections to address financial irregularities
• Best practices in submitting financial statements
• What an audit looks like

Jeni Bennett, Guardian Partners, Portland
Christian Hale, Office of the State Court Administrator, Oregon Judicial Department, Salem

3:15 — Break

4:00 — Less Restrictive Alternatives (LRA)

• How to establish LRA
• When is it appropriate
• Why it matters Honorable

Jacqueline Alarcon, Multnomah County Circuit Court, Portland
Micah Ralston, The Arc of Oregon, Salem
Greta Regan, Disability Rights Oregon, Portland

4:45 — Adjourn

The OSB Disability Law Section and OGALLA will be hosting a happy hour on Thursday June 26 at White Owl Social Club.

Our goal is to provide more opportunities for section members to meet one another, and we’d love to see you there! Snacks will be provided by the Disability Law Section and OGALLA. Cash bar.

Meetings are currently held virtually via Zoom and in person at the Milwaukie Public Library. To join the meeting, please email a current executive committee member or the Bar for the Zoom link

Meetings are currently held virtually via Zoom and in person at the Milwaukie Public Library. To join the meeting, please email a current executive committee member or the Bar for the Zoom link

Meetings are currently held virtually via Zoom and in person at the Milwaukie Public Library. To join the meeting, please email a current executive committee member or the Bar for the Zoom link

Meetings are currently held virtually via Zoom and in person at the Milwaukie Public Library. To join the meeting, please email a current executive committee member or the Bar for the Zoom link.

Our annual CLE is coming up on December 11, 2023! We are offering the CLE as both a live event and a webcast. Our annual event will take place just after the CLE at Bunk Beer Hall at Bridgeport Village. We look forward to seeing you there!

Representing Clients with Diminished Capacity: Ethical Questions and Practical Answers

Cosponsored by the Disability Law Section

1 p.m.–3:40 p.m. PST, Monday, December 11, 2023

CLE credits: 1.5 General and 1 Ethics (Oregon Specific)

In-Person Event: Oregon State Bar Center, Tigard or Live Webcast | Search for DIS23 in the catalog

Many of us represent clients with diminished capacity. For some, this is a regular part of our practice. For others, this issue arises unexpectedly midrepresentation when a client suffers an accident or injury. This two-part CLE program will explore the ethical rules that govern the representation of clients with diminished capacity in Oregon, as well as the practical application of these rules to situations that may arise in practice.

Download the brochure for more details.

Pricing: $25, with scholarships available:

Scholarships: The Disability Law Section offers annual scholarships for individuals to attend the Section’s CLE at no cost. Scholarships are intended to ensure that attorneys who are interested in disability law and who are newer to the profession and/or who the cost of the CLE creates a financial barrier to attendance, are able to attend. If you are interested in being considered for a scholarship, please email Rebecca Babarsky with “Disability Section Scholarship” in the subject line. In your email, please include 1) the number of years you have been in practice, and a statement regarding your financial need, if applicable; 2) a brief description of your interest in disability law. Scholarships are limited and will be granted on a rolling basis.

The 68^th Annual Estate Planning Seminar is an estate planning seminar for Washington State and an opportunity to get the professional credits that you need for Washington, Oregon and Idaho.

• Date: November 6-7, 2023  | 8:30 AM– 5:00PM
• Location: Westin Hotel, 1900 5th Ave, Seattle, WA 98101
• Event Type: Online Live Streaming
• Costs: $749 with Electronic Coursebook or add $50 for a printed coursebook
• Registration: http://seattleestateplanningseminar.com/
• Registration Closes: November 2, 2023

Online live-streaming is available for an unlimited number of virtual attendees! Virtual attendees will have the opportunity to submit questions that will be answered by the speaker post-event.

See sessions and registration at >> http://seattleestateplanningseminar.com/

This Seminar is accredited for the following professions:

See the EPC Website for credit amounts.

• Accountant (CPA)
• Attorney (CLE)
• Certified Financial Planner (CFP)
• Certified Professional Guardian (Washington)
• ABA Certified Trust and Fiduciary Advisor (CTFA)
• Certified Corporate Trust Specialist – CE (CCTS)
• Paralegal

More Information: EPC Organization Website