b'R IC H AR D A. C OUR TN EY,\n\nCELA*\n\n*Certified Elder Law Attorney by the\nNational Elder Law Foundation\n\nFirm\n\nFRASCOGNA COURTNEY, PLLC\n4400 Old Canton Road, Suite 220\nJackson, Mississippi 39211\n\nPersonal\nEducation\n\nUniversity of Mississippi School of Law\n\xef\x81\xae\nJ.D., December 1977\nMississippi College\n\xef\x81\xae\nB.A., with Honors, in English, May 1975\n\xef\x81\xae\nSigma Tau Delta, Omicron Delta Kappa Scholastic Honoraries;\n\xef\x81\xae\nWho\'s Who Among Students In American Colleges and Universities\n\nExperience\n\n\xef\x81\xae\n\nJanuary 1985/Present -- Partner in law firm of FRASCOGNA\nCOURTNEY, PLLC -- Practice limited to elder law, estate planning,\ndisability law, special needs planning, trusts and trust administration,\nguardianship and incapacity law, and litigation and advocacy related to\nthese areas\n\n\xef\x81\xae\n\nSpring 2013/Present -- Adjunct Professor of Law at University of\nMississippi School of Law \xe2\x80\x93 Elder Law\n\n\xef\x81\xae\n\nFall 1990/Fall 2009 -- Adjunct Professor of Law at Mississippi College\nSchool of Law \xe2\x80\x93 Pre-trial Litigation (1990-2005) and Elder Law (200709)\n\n\xef\x81\xae\n\nAugust 1986/May 1988 -- Assistant Dean for Professional Services at\nMississippi College School of Law -- administrator of Continuing Legal\nEducation program, placement and public information.\n\n\xef\x81\xae\n\nMarch 1983/December 1984 -- Partner in law firm of WELLS, MOORE,\nSIMMONS & STUBBLEFIELD -- general civil practice with emphasis in\ncommercial and corporate law, litigation and estate planning.\n\n1\n\n\x0cProfessional\nCertifications\nand Honors\n\n\xef\x81\xae\n\nJanuary 1978/March 1983 -- Partner in law firm of COURTNEY &\nCOURTNEY -- general civil practice with emphasis in corporate and\ncommercial law, bankruptcy and litigation.\n\n\xef\x81\xae\n\nFall 1976/Winter 1977 -- Research project director, Mississippi Judicial\nCollege, University of Mississippi Law Center.\n\nCouncil of Advanced Practitioners, National Academy of Elder Law\nAttorneys\nCertified Elder Law Attorney, as certified by the American Bar Associationaccredited National Elder Law Foundation\nA/V Pre-eminent Rated by Martindale-Hubbell\nSelected as Mid-South Super Lawyer in elder law annually since 2006\nBest Lawyers in America\xc2\xae for 2013 - 2015 in Elder Law and Trust and\nEstates law\nFirm listed in Best Law Firms in America\xc2\xae for 2014 - 2016 in Elder Law\nMississippi State Bar 2013 Lawyer Citizenship Award\nRecipient of 15th Annual Theresa Award by New York-based Theresa\nFoundation for outstanding services on behalf of persons with disabilities\n(2009)\nInducted as a Fellow of the Academy, National Academy of Elder Law\nAttorneys, May 2014\n\nProfessional\nOrganizations\n\nAmerican Bar Association\n\xef\x82\xa7 Member, Probate and Trust Law Section\nNational Academy of Elder Law Attorneys, Inc.\n\xef\x81\xae\nMember, Board of Directors (2008-2012)\n\xef\x81\xae\nTrusts and Special Needs Trusts Section Steering Committee (Chair)\n\xef\x81\xae\nSpecial Needs Law Section Steering Committee\n\xef\x81\xae\nMississippi Liaison, Public Policy Forum\nFellow, American College of Trust and Estate Counsel\nMississippi State Bar Association\n\xef\x81\xae\nEstates & Trusts Section, Chair 2006-07\nHinds County Bar Association\n\xef\x81\xae\nDirector, 1986-89\n\xef\x81\xae\nPublic Relations Chairman, 1987-88\nJackson Young Lawyers Association\n\xef\x81\xae\nPresident, 1985-86\n\xef\x81\xae\nVice President, 1984-85\n\xef\x81\xae\nTreasurer, 1983-84\n\n2\n\n\x0cMississippi Pro Bono Project\n\xef\x82\xa7 Exceptional Service Award, 1986\nMississippi Council of Advisors In Occupational Therapy\n\xef\x82\xa7 Member, 2002-2007\nSpecial Needs Alliance, Inc.\n\xef\x82\xa7 Manager, 2002-2004\n\xef\x82\xa7 Member, Board of Directors (2009-2012)\n\xef\x82\xa7 Vice President, 2012-2013\n\xef\x82\xa7 President-Elect, 2013-14\n\xef\x82\xa7 President, 2014-15\nCivic Organizations\n\n\xef\x81\xae\n\nThe Mustard Seed, Inc.\nMember, Board of Directors, 2009 - 2012\n\n\xef\x81\xae\n\nCerebral Palsy Foundation of Mississippi, Inc.\nPresident, Board of Directors, 1987-1996\nMember, Board of Directors, 1996-present\n\n\xef\x81\xae\n\nHeritage School for Learning Disabilities\nPresident, Board of Directors, 1987-1988\n\n\xef\x81\xae\n\nCity of Jackson Planning and Zoning Board Member, 1990-1992\nChairman, Zoning Hearing Committee, 1991-1992\n\n\xef\x82\xa7\n\xef\x82\xa7\nProfessional\nPresentations\n\nMississippi Baptist Convention Board\nMember, Committee on Constitution and Bylaws, 2001-2003,\n2004-2006\nHospice Ministries, Inc.\nPresident, Advisory Board, 2004-2007\n\n\xef\x81\xae\n\n"Effective Motion Practice in Mississippi"; Lorman Education Services,\nJackson, Mississippi, November 8, 1991\n\n\xef\x81\xae\n\n"Impact of The Americans With Disabilities Act on Banks"; Mississippi\nBankers Association Seminar; Jackson, Mississippi; February 5, 1992\n\n\xef\x81\xae\n\n"The Americans With Disabilities Act: What Every Lawyer Should\nKnow"; Mississippi College School of Law, Jackson, Mississippi, May\n14, 1992\n\n\xef\x81\xae\n\n"Collecting Judgments in Mississippi"; National Business Institute, Inc.,\nJackson, Mississippi, June 25, 1992\n\n\xef\x81\xae\n\n"Administration of Estates in Mississippi"; National Business Institute,\nInc., Jackson, Mississippi, May 18, 1993\n\n3\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cTrust and Asset Protection Alternatives in Mississippi\xe2\x80\x9d; National\nBusiness Institute, Inc., Jackson, Mississippi, April 25, 2000 (faculty\nspeaker)\n\n\xef\x81\xae\n\n\xe2\x80\x9cFutures Planning & Achieving Eligibility for Services\xe2\x80\x9d; First Annual\nPerson-Centered Planning Conference, Hattiesburg, Mississippi,\nNovember 15 & 16, 2000\n\n\xef\x81\xae\n\n\xe2\x80\x9cMississippi Elder Law\xe2\x80\x9d; National Business Institute, Inc., Jackson,\nMississippi, January 16, 2001 (faculty speaker)\n\n\xef\x81\xae\n\n\xe2\x80\x9cLegal Planning Needs of the Growing Elderly Population\xe2\x80\x9d; Metro\nLegal Professionals Association, Jackson, Mississippi, November 27,\n2001\n\n\xef\x81\xae\n\n\xe2\x80\x9cFuture\xe2\x80\x99s Planning and Achieving Eligibility for Services: Dealing with\nMedicaid and Social Security\xe2\x80\x9d; 2nd Annual Person-Centered Planning\nConference, University of Southern Mississippi Conference Center,\nLong Beach, Mississippi, February 13, 2002.\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe Probate Process From Start to Finish\xe2\x80\x9d; National Business\nInstitute, Jackson, Mississippi, July 29, 2002 (faculty speaker).\n\n\xef\x81\xae\n\n\xe2\x80\x9cBest Health-Care and Financial Advice for Seniors and Their\nFamilies\xe2\x80\x9d; Third Annual Conference on Alzheimer\xe2\x80\x99s Disease and\nPsychiatric Disorders in the Elderly, sponsored by the Mississippi\nDepartment of Mental Health, Biloxi, Mississippi, August 9, 2002.\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts: Does Your Client Need One?\xe2\x80\x9d; Mississippi\nAssociation of Legal Assistants, Inc. 2002 Fall Seminar, Jackson,\nMississippi, September 26, 2002.\n\n\xef\x81\xae\n\n\xe2\x80\x9cMaximizing Financial Resources for Persons with Disabilities\xe2\x80\x9d; A\nCelebration of Achievement Conference, Mississippi Department of\nRehabilitation Services; Mississippi Trade Mart, Jackson, Mississippi,\nMay 20, 2003\n\n\xef\x81\xae\n\nSouthern Farm Bureau Insurance Company Advanced Sales\nRepresentatives\xe2\x80\x99 Meeting, Jackson Hilton, Jackson, Mississippi,\nSeptember 9, 2003\n\n\xe2\x96\xa0\n\n\xe2\x80\x9cSpecial Needs Legal Planning for Persons with Brain Injuries\xe2\x80\x9d;\nSecond Annual Brain Injury Conference, New Orleans, Louisiana,\nOctober 3, 2003\n\n\xe2\x96\xa0\n\n\xe2\x80\x9cTraversing the Trustee Terrain: Fiduciary Duties Revisited\xe2\x80\x9d;\nNational Academy of Elder Law Attorneys Advanced Institute, Dallas,\nTexas, November 15, 2003\n\n\xef\x82\xa7\n\nMedical Needs Trusts and Workers\xe2\x80\x99 Compensation Cases;\nMississippi Trial Lawyers Association Seminar, Jackson, Mississippi,\nApril 23, 2004\n\n4\n\n\x0c\xef\x82\xa7\n\nAdvanced Sales Representatives\xe2\x80\x99 Meeting: Elder Care and Estate\nPlanning Today; Southern Farm Bureau Life Insurance Company,\nJackson, Mississippi, May 6, 2004\n\n\xef\x81\xae\n\n\xe2\x80\x9cHow to Draft Wills and Trusts in Mississippi\xe2\x80\x9d; National Business\nInstitute; Jackson, Mississippi, July 13, 2004 (faculty speaker).\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid & Medicaid Planning in Mississippi: Understanding and\nWorking with Institutional Medicaid for the Elderly in an Era of\nConstantly Shrinking Benefits\xe2\x80\x9d; Medical Educational Services, Inc.\nProfessional Development Network; Jackson, Mississippi, July 21,\n2004\n\n\xef\x81\xae\n\n\xe2\x80\x9cMental Illness Across the Lilfe Span \xe2\x80\x93 The Continuum of Care\xe2\x80\x9d;\nContinuing Education in Nursing; The University of Mississippi School\nof Nursing, the University Hospitals and Clinics Department of\nNursing Service, and the University of Mississippi Medical Center\nDivision of Continuing Health Professional Education; Jackson,\nMississippi, August 13, 2004\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning\xe2\x80\x9d; LIFE/Mississippi Paralysis Association Annual\nConference, Jackson, Mississippi, October 1, 2004\n\n\xef\x81\xae\n\n2005 Elder Law Seminar \xe2\x80\x93 \xe2\x80\x9cMedicaid and the Border States: Florida,\nGeorgia, Mississippi and Tennessee\xe2\x80\x9d; Elder Law Section of the\nAlabama State Bar, The University of Alabama School of Law,\nTuscaloosa, Alabama, February 18, 2005\n\n\xef\x81\xae\n\n\xe2\x80\x9cEffective Planning for Seniors and Their Families\xe2\x80\x9d, Jackson\nAssociation of Insurance and Financial Administrators Annual\nConference, Jackson, Mississippi, March 11, 2005\n\n\xef\x81\xae\n\n\xe2\x80\x9cMississippi Elder Care Planning: How to Protect Assets and Provide\nfor Services\xe2\x80\x9d; National Business Institute, Jackson, Mississippi,\nMarch 16, 2005 (faculty speaker)\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts in Mississippi: Planning for the Disabled and\nElderly\xe2\x80\x9d; Lorman Education Services, Jackson, Mississippi, May 17,\n2005\n\n\xef\x81\xae\n\n\xe2\x80\x9cEthical Issues in Dealing With Older Clients\xe2\x80\x9d; NALS, Inc. Region 6\nConference, Natchez, Mississippi, July 30, 2005.\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid Rules and Issues From the Client\xe2\x80\x99s Perspective\xe2\x80\x9d; North\nMississippi Rural Legal Services 2005 Elder Law Conference,\nUniversity of Mississippi, August 5, 2005.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Families Dealing With Dementia\xe2\x80\x9d; Sixth\nAnnual Conference on Alzheimer\xe2\x80\x99s Disease and Psychiatric\nDisorders in the Elderly, sponsored by the Mississippi Department of\nMental Health, Philadelphia, Mississippi, August 11, 2005\n\n5\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9c2006 Elder Law Issues\xe2\x80\x9d;\nJackson Association of Health\nUnderwriters Annual Conference, January 26, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and Elder Law Issues in Mississippi\xe2\x80\x9d; Lorman Education\nServices, Jackson, Mississippi, March 14, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning for Brain Injury Survivors\xe2\x80\x9d; Mississippi\nProtection and Advocacy Services and MILES Corporation Brain\nInjury Conference, Jackson, Mississippi, April 25, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe New Medicaid Rules and Planning for Families Dealing with\nDementia\xe2\x80\x9d; Mississippi Financial Planning Association Annual\nSymposium, Jackson, Mississippi, May 3, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe New Medicaid Rules and Estate Planning Options for Seniors\xe2\x80\x9d;\nMississippi Bar Association Estates & Trusts Section Annual\nMeeting, Sandestin, Florida, July 7, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts, Including Court-Ordered Trusts\xe2\x80\x9d; Barristers\nEducational Services, Jackson, Mississippi, July 14, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid Issues from the Client\xe2\x80\x99s Perspective: Transfer, Trust and\nEstate Recovery Rules\xe2\x80\x9d; North Mississippi Rural Legal Services 2006\nElder Law Conference, Oxford, Mississippi, August 4, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and Medicaid Planning in Mississippi: Understanding and\nWorking With Institutional Medicaid Under the Deficit Reduction Act\nof 2005\xe2\x80\x9d; Medical Education Services \xe2\x80\x93 Professional Development\nNetwork, Jackson, Mississippi, August 25, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe New Medicaid Rules Under the Deficit Reduction Act of 2005\xe2\x80\x9d;\nMississippi Estate Planning Council, Jackson, Mississippi, November\n14, 2006\n\n\xef\x81\xae\n\n\xe2\x80\x9cA Total Package: The Fusion of Social Work and Legal Planning for\nSpecial Needs Families\xe2\x80\x9d; Mississippi Chapter National Association of\nSocial Workers Annual Conference, Jackson, Mississippi, March 9,\n2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning Basics for Special Needs Families\xe2\x80\x9d; JSU Annual\nMental Health Research Conference, Jackson, Mississippi, April 18,\n2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cBest Healthcare and Legal Advice for Seniors and Their Families\xe2\x80\x9d;\nMississippi Southern Senior & Family Resources Conference,\nSouthaven, Mississippi, May 18, 2007 (full day speaker)\n\n\xef\x81\xae\n\n\xe2\x80\x9cElder Law Issues in Mississippi\xe2\x80\x9d; National Business Institute,\nJackson, Mississippi, June 4, 2007 (Asset Protection for Older\nAdults)\n\n\xef\x81\xae\n\n\xe2\x80\x9cBuilding a Team of Heroes: The Fusion of Elder Law and Financial\nServices\xe2\x80\x9d; Focus Session Speaker, Million Dollar Round Table\n\n6\n\n\x0cAnnual Meeting, Denver, Colorado, June 11, 2007 (Deficit Reduction\nAct of 2005 and Medicaid Annuity Provisions)\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid Rules and Issues from the Client\xe2\x80\x99s Perspective\xe2\x80\x9d; North\nMississippi Rural Legal Services 2007 Elder Law Conference,\nOxford, Mississippi, August 10, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cCurrent Legal and Healthcare Planning for Families Dealing with\nDementia\xe2\x80\x9d; Mississippi Department of Mental Health 8th Annual\nConference on Alzheimer\xe2\x80\x99s Disease and Psychiatric Disorders in the\nElderly, Choctaw, Mississippi, August 29, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and Medicaid Planning in Mississippi: Understanding and\nWorking With Institutional Medicaid for the Elderly\xe2\x80\x9d; Medical\nEducation Services \xe2\x80\x93 Professional Development Network, Jackson,\nMississippi, September 20, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cGuiding Patients and Their Families to Effective Decision-making\xe2\x80\x9d;\nUniversity of Mississippi Medical Center Social Work Department InService; Jackson, Mississippi, December 6, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts: Does Your Client Need One?\xe2\x80\x9d; Mississippi\nAssociation for Justice Lunch and Learn, Oxford, Mississippi,\nDecember 11, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts: Planning for the Disabled and Elderly in\nMississippi\xe2\x80\x9d; Lorman Education Services, Jackson, Mississippi, April\n11, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Estate, Financial and Health-care Planning for Seniors (and\ntheir Caregivers)\xe2\x80\x9d; Mississippi Independent Nursing Home Association\nAnnual Conference, Biloxi, Mississippi, May 29, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning for Financial and Healthcare Security\xe2\x80\x9d;\nNorth Mississippi Mental Health Community Conference, Oxford,\nMississippi, June 5, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cResolving Legal and Financial Issues in Elder Care\xe2\x80\x9d; National\nBusiness Institute, Jackson, Mississippi, June 6, 2008 (Asset\nProtection for Older Adults; Long-term Care Insurance)\n\n\xef\x81\xae\n\n\xe2\x80\x9cCare Management, Special Needs Planning and Medicaid Update\xe2\x80\x9d;\nNorth Mississippi Rural Legal Services 2008 Elder Law Conference,\nOxford, Mississippi, August 8, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Legal Planning for Persons with Special Needs\xe2\x80\x9d;\nJackson Association of Insurance and Financial Advisors, Jackson,\nMississippi, September 12, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cElder Law in Action: Holistic Planning for the Elderly Client and Family\xe2\x80\x9d;\nUniversity of Mississippi Medical Center School of Nursing, Geriatric\nNursing Conference, Jackson, Mississippi, September 18, 2008\n(Asset Protection for Older Adults)\n\n7\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cEffective Decision-making and Related Ethical Issues\xe2\x80\x9d; Jaquith Nursing\nHome, Jaquith University, Whitfield, Mississippi, September 19, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning and Care Management for Trustees\xe2\x80\x9d;\nMississippi Bankers Association Financial Management Conference,\nJackson, Mississippi, November 6, 2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cYes, You Can! \xe2\x80\x93 A Positive Approach to Lawyering\xe2\x80\x9d; Mississippi State\nBar Women Lawyers Division, 2009 Gandy Lecture Series, Oxford,\nMississippi, February 21, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Planning for Seniors and Their Families\xe2\x80\x9d; Association of\nBaptist Ministries to the Aging Annual Conference, Jackson, Mississippi,\nFebruary 23, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cService and Emotional Support Animals as a Reasonable\nAccommodation\xe2\x80\x9d; Providing Persons with Disabilities and the Elderly\nEqual Access to Justice, American Bar Association and Stetson\nUniversity College of Law, Gulfport, Florida, May 18, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning for Financial and Healthcare Security\xe2\x80\x9d;\nFinancial Planning Association, Mississippi Chapter, Jackson,\nMississippi June 4, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cEffective Use of Trusts\xe2\x80\x9d; University of Mississippi 2009 CLE Toolbox\nSeries, Ridgeland, Mississippi, June 19, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cYou Be the Judge: Family Dynamics, Ethical Issues and Life Care\nPlanning for Older Adults\xe2\x80\x9d; Mississippi Bar Association 2009 Summer\nSchool for Lawyers, Sandestin, Florida, July 14, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cEffective Financial and Health-care Decision-making\xe2\x80\x9d; Mississippi\nSociety of CPAs monthly meeting, Jackson, Mississippi, November 19,\n2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and SSI Update\xe2\x80\x9d; North Mississippi Rural Legal Services\nAnnual Elder Law Conference, Oxford, Mississippi, August 7, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cCan My Special Needs Trust Buy Me a Dog?\xe2\x80\x9d; Stetson University\nSchool of Law 2009 Special Needs Trust National Conference, St.\nPetersburg, Florida, October 16, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cCare Management in Guardianship and Special Needs Trust Practices\xe2\x80\x9d;\nNational Academy of Elder Law Attorneys National Telephonic CLE,\nOctober 21, 2009\n\n\xef\x81\xae\n\n\xe2\x80\x9cReverse Mortgages and Medicaid Update\xe2\x80\x9d; Mississippi Estate Planning\nCouncil monthly meeting, Jackson, Mississippi, March 9, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cIntersection of Family Law and Elder Law\xe2\x80\x9d; Fourteenth Annual Bell\nFamily Law CLE, Oxford, Mississippi (May 7, 2010) and Biloxi,\nMississippi (May 21, 2010)\n\n8\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cDealing with Fighting Families; Ethnic and Racial Diversity in Elder\nCare\xe2\x80\x9d; 11th Annual Conference on Alzheimer\xe2\x80\x99s Disease and Psychiatric\nDisorders in the Elderly, Mississippi Department of Mental Health\nDivision of Alzheimer\xe2\x80\x99s Disease and Other Dementia, Olive Branch,\nMississippi, May 18, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cYes, You Can! Positive Solutions for Older Adults and Persons with\nDisabilities\xe2\x80\x9d and \xe2\x80\x9cHow Healthcare Reform is Affecting Medicare and\nMedicaid\xe2\x80\x9d; 2010 Annual North Mississippi Rural Legal Services Elder\nLaw Conference, Oxford, Mississippi, August 6, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cLegal Tools for Adult Protection and Dealing with Fighting Families\xe2\x80\x9d;\n2010 Division of Aging and Adult Services, Adult Protective Services\nProgram Staff Training, Jackson, Mississippi, September 29 and\nOctober 12, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Planning Documents for All Situations\xe2\x80\x9d; Mississippi\nWomen Lawyers Association Seminar, Jackson, Mississippi, January\n5, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cQualifying for Medicaid Long-term Care Programs\xe2\x80\x9d and \xe2\x80\x9cPreserving\nFamily Assets While Qualifying for Medicaid\xe2\x80\x9d; Resolving Legal and\nFinancial Issues in Elder Care; National Business Institute, Jackson,\nMississippi, January 31, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cEthical Issues and Cultural Diversity in Elder Law\xe2\x80\x9d and \xe2\x80\x9cElder Law,\nIncapacity Planning, Special Needs Planning and Estate Recovery\xe2\x80\x9d;\n2011 Annual PDD Conference; Mississippi Association of Planning\nand Development Districts, Beau Rivage Resort, Biloxi, Mississippi,\nApril 27, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe Intersection of Public Benefits and Chancery Practice\xe2\x80\x9d;\nMississippi Judicial College, Conference of Mississippi Chancery Court\nJudges; Jackson, Mississippi, April 29, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cUpdate on Health Care Reform: Nailing Jell-0 to a Tree\xe2\x80\x9d; North\nMississippi Rural Legal Services 2011 Elder Law Conference;\nOxford, Mississippi, August 5, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cProtecting Vulnerable Persons from Creditors and Predators\xe2\x80\x9d;\nMississippi Department of Human Services, In-Service Training for\nAdult Protective Services Workers, Jackson, Mississippi, October 11,\n2011\n\n\xef\x81\xae\n\nWSNT Talk Radio: Family Conversations, 2011 Stetson Special\nNeeds Trust National Conference, St. Pete Beach, Florida, October\n20, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cOverview of (Those Confusing) Public Benefits - Social Security, SS\nDisability, SSI, Medicaid and Medicare\xe2\x80\x9d; Mississippi Financial\nPlanning Association, Jackson, Mississippi, December 7, 2011\n\n9\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cIncapacity, Conservatorship and Medicaid Update\xe2\x80\x9d; Social Work/Case\nManager Continuing Education Series, University of Mississippi Medical\nCenter, Jackson, Mississippi, December 8, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trust Planning\xe2\x80\x9d; Mississippi Society of CPAs Central\nChapter, Jackson, Mississippi, January 19, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicare, Medicare Appeals, Veterans\xe2\x80\x99 Benefits and Long-Term\nCare Insurance\xe2\x80\x9d; NBI Medicaid Update 2012 Continuing Legal\nEducation Seminar, Jackson, Mississippi, March 15, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cUpdate on Health Care Reform: Nailing Jell-o to a Tree\xe2\x80\x9d; National\nAssociation of Social Workers Mississippi Chapter Annual\nConference, Natchez, Mississippi, March 22, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cProtecting Rights and Resources of Vulnerable Adults\xe2\x80\x9d; National\nAssociation of Social Workers Mississippi Chapter Annual\nConference, Natchez, Mississippi March 23, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe Human and Compassionate Side of Estate Planning\xe2\x80\x9d;\nMississippi State Bar, Estate & Trusts Section Annual Meeting,\nSandestin, Florida, July 13, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe Intersection of Special Needs Trusts and Public Benefits\xe2\x80\x9d; North\nMississippi Rural Legal Services Elder Law Conference, University,\nMississippi, August 10, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cElder Law and Medicaid Planning Update\xe2\x80\x9d; Mississippi Financial\nPlanning Association, Jackson, Mississippi, October 3, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cUpdate on the Health Care Reform Law.\xe2\x80\x9d Mississippi Physicians\xe2\x80\x99\nConference, Division of Alzheimer\xe2\x80\x99s Disease, Mississippi Dept. of\nMental Health, Flowood, Mississippi, February 1, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe 31 Flavors of Social Security Benefits and Their Effects on\nRetirement Security.\xe2\x80\x9d Mississippi Estate Planning Council, Jackson,\nMississippi, February 12, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Your Legacy\xe2\x80\x9d. 20th Annual Evelyn Gandy Lecture Series,\nMississippi State Bar Women in the Profession, Jackson, Mississippi,\nFebruary 22, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and Medicare Update\xe2\x80\x9d and \xe2\x80\x9cDealing with Dysfunctional and\nDivided Families.\xe2\x80\x9d National Association of Social Worker, Mississippi\nChapter Annual Conference, Natchez, Mississippi, March 21-22,\n2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cThe Human and Compassionate Side of Estate Planning.\xe2\x80\x9d Regional\nMeeting of American College of Trust and Estate Council, Jackson,\nMississippi, April 19, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicare and Medicaid in the Midst of Health Care Reform\xe2\x80\x9d; North\nMississippi Rural Legal Services Elder Law Conference, University,\nMississippi, August 9, 2013\n\n10\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cUpdating Health Care Reform: Nailing Jell-O to a Tree\xe2\x80\x9d; 14th Annual\nConference on Alzheimer\xe2\x80\x99s Disease and Psychiatric Disorders in the\nElderly, Mississippi Department of Mental Health Division of\nAlzheimer\xe2\x80\x99s Disease and Other Dementia, Meridian, Mississippi,\nAugust 14, 2013\n\n\xef\x81\xae\n\n\xe2\x80\x9cLegal Issues in the Aging Population\xe2\x80\x9d; North Mississippi Medical\nCenter Aging Symposium, Tupelo, Mississippi, September 20, 2013\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid, Medicare and Social Security Update\xe2\x80\x9d; National Business\nInstitute (NBI), Jackson, Mississippi, December 6, 2013\n\n\xef\x81\xae\n\n\xe2\x80\x9cMedicaid and Health Care Reform\xe2\x80\x9d; Mississippi Estate Planning\nCouncil, Jackson, Mississippi, February 11, 2014\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning for the Long Term\xe2\x80\x9d and \xe2\x80\x9cIntersection of Special Needs\nTrusts and Chancery Practice\xe2\x80\x9d; Mississippi Judicial College Chancery\nCourt Clerks Annual Conference, Jackson, Mississippi, February 12,\n2014.\n\n\xef\x81\xae\n\n\xe2\x80\x9cIntergenerational Finances: Protecting our Children and Families\xe2\x80\x9d;\nMississippi Child Welfare Institute Conference (Twelfth Annual), Jackson,\nMississippi, February 14, 2014.\n\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\n\xe2\x80\x9cProtecting Vulnerable Adults from Abuse and Exploitation\xe2\x80\x9d; Mississippi\nCoalition Against Domestic Violence Seminar, Jackson, Mississippi,\nMarch 6, 2014.\n"Elder Care for Financial Professionals"; National Association of\nInsurance and Financial Advisors (NAIFA); Jackson, Mississippi;\nMarch 13, 2014.\n\xe2\x80\x9cEffective Financial and Health-care Decision-making for Older\nAdults"; 2014 Central Mississippi Social Work Conference; Brandon,\nMississippi; March 21, 2014.\n"Medicaid for the Ages: Who, What, When and How"; National\nAssociation of Social Workers MS Chapter 2014 Annual Conference;\nBiloxi, Mississippi; March 27, 2014.\n"Special Needs Counseling"; National Academy of Elder Law\nAttorneys 2014 Annual Advanced Elder Law Review Course;\nScottsdale, Arizona; May 14, 2014.\n\n\xef\x82\xa7\n\n\xe2\x80\x9cElder Law: Doing Well by Doing Good"; Lauderdale County Bar\nAssociation; Meridian, Mississippi; July 25, 2014.\n\n\xef\x82\xa7\n\n\xe2\x80\x9cEffective Financial and Healthcare Decision-making"; Mississippi\nDepartment of Human Services, Division of Aging and Adult Services\nState Conference; Jackson, Mississippi; July 30, 2014.\n\n11\n\n\x0c\xef\x82\xa7\n\xef\x82\xa7\n\n"Update on Access to Health Care in Mississippi"; North Mississippi\nRural Legal Services Annual Elder Law Conference; Oxford,\nMississippi; August 1, 2014.\n"Special Needs Planning for Persons with Disabilities"; Rehabilitation\nAssociation of Mississippi Annual Conference; Jackson, Mississippi;\nAugust 28, 2014.\n\n\xef\x82\xa7\n\n\xe2\x80\x9cEffective Financial and Healthcare Decision-making for Vulnerable\nAdults"; Mississippi Department of Human Services, Division of\nAging and Adult Services Senior Safety and Protection Training\nConference; Jackson, Mississippi; September 5, 2014.\n\n\xef\x82\xa7\n\n\xe2\x80\x9cUpdate on Health Care Reform\xe2\x80\x9d; 2014 Mississippi Department of\nMental Health Conference on Social Welfare, Philadelphia,\nMississippi; September 25, 2014.\n\n\xef\x82\xa7\n\n\xe2\x80\x9cEnd-of-Life Decisions: Legal Issues for Chancery Judges\xe2\x80\x9d;\nMississippi Judicial College, Annual Chancery Court Judges\nConference; Jackson, Mississippi; October 24, 2014.\n\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x81\xae\n\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\n"Special Needs Counseling"; National Academy of Elder Law\nAttorneys 2015 Annual Advanced Elder Law Review Course;\nNewport, California; January 28, 2015.\n"Planning for YOUR Sixties"; National Association of Social Workers\nMS Chapter 2015 Annual Conference; Biloxi, Mississippi; March 26,\n2015.\n\xe2\x80\x9cPlanning for Long Term Care\xe2\x80\x9d; National Business Institute (NBI)\nLegal Seminar, Jackson, Mississippi, April 21, 2015\nPanelist, Mississippi Department of Health Alzheimer\xe2\x80\x99s Medical\nConference; Jackson, Mississippi, May 19, 2015\n\xe2\x80\x9cThe New ABLE Act and Special Needs Trusts for Persons with\nDisabilities\xe2\x80\x9d; Mississippi Annual disability Megaconference, Jackson,\nMississippi, June 19, 2015\n"Protecting Rights and Resources of Vulnerable Adults"; North\nMississippi Rural Legal Services Annual Elder Law Conference;\nOxford, Mississippi; August 7, 2015.\n"Dealing with Dys/funk/shun\xe2\x80\x99l and Di-vi-ded Families"; NAELA\nCouncil of Advanced Practitioners Annual Conference; Jackson Hole,\nWyoming; August 14, 2014.\n\n12\n\n\x0cCivic and\nCommunity\nPresentations\n\n\xef\x81\xae\n\n\xe2\x80\x9cMaximizing Financial Resources for Persons With Disabilities\xe2\x80\x9d; Third\nAnnual Conference of the Cerebral Palsy Foundation of Mississippi,\nInc., Jackson, Mississippi, April 17, 1999\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Estate Planning for Seniors and Their Families\xe2\x80\x9d; Guest\nSpeaker, Baptist Health Systems Arthritis Lecture Series, Baptist\nHealthplex, Jackson, Mississippi, January 10, 2000\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Special Needs Families\xe2\x80\x9d; Fourth Annual\nConference of the Cerebral Palsy Foundation of Mississippi, Inc.,\nBiloxi, Mississippi, April 1, 2000\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Seniors\xe2\x80\x9d; Edward Jones Investments Estate\nPlanning Workshop, Jackson, Mississippi, September 20, 2000.\n\n\xef\x81\xae\n\nGuest lecturer, Social and Mental Health of the Aging Class,\nTougaloo College, February 2001\n\n\xef\x81\xae\n\n\xe2\x80\x9cSecuring the Future: Legal and Financial Issues\xe2\x80\x9d; Guest Lecturer,\nAnnual Baptist Adult Day Health Services Caregiver Conference,\nJackson, Mississippi, April 7, 2001\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning for Special Needs Families\xe2\x80\x9d; Guest Lecturer, 11th\nAnnual Mental Health Community Conference, Jackson, Mississippi,\nMay 23, 2001\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Special Needs Families\xe2\x80\x9d; Pine Belt Mental\nHealthcare Resources Conference, Hattiesburg, Mississippi, January\n16, 2002\n\n\xef\x81\xae\n\nMississippi Department of Mental Health Division of Alzheimers and\nOther Dementia Caregiver\xe2\x80\x99s Workshop, Greenwood, Mississippi,\nNovember 5, 2002.\n\n\xef\x81\xae\n\nMississippi Department of Mental Health Division of Alzheimers and\nOther Dementia Caregiver\xe2\x80\x99s Workshop, Meridian, Mississippi,\nNovember 15, 2002.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Seniors (and their Families)\xe2\x80\x9d; First Baptist\nChurch of Florence, Mississippi Senior Adult Group, January 9, 2003.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Seniors (and their Families)\xe2\x80\x9d;\nPoint Retirement Center, February 6, 2003.\n\n\xef\x81\xae\n\n\xe2\x80\x9cFive Common Misconceptions for Seniors\xe2\x80\x9d; Alpha Delta Kappa\nRetired Teachers Meeting, Municipal Art Gallery, Jackson,\nMississippi, February 20, 2003.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Seniors (and their Families)\xe2\x80\x9d; Van Winkle\nUnited Methodist Church Senior Adult Group, Jackson, Mississippi,\nMarch 18, 2003.\n\nRidgeland\n\n13\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cFive Common Misconceptions for Seniors\xe2\x80\x9d; Senior Plus Luncheon,\nRankin Medical Center, Brandon, Mississippi, March 26, 2003.\n\n\xef\x81\xae\n\n\xe2\x80\x9cYes, You Can! \xe2\x80\x93 Some Good News for Some Vexing Problems\xe2\x80\x9d;\nUniversity Medical Center Geriatric Caregivers Support Group, UMC\nPavilion, Jackson, Mississippi, May 19, 2003\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Senior Adults (and Their Families)\xe2\x80\x9d, Delta\nKappa Gamma District Conference, Trace Pointe Retirement Center,\nClinton, Mississippi, January 8, 2005\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning for Families With Mental Illness\xe2\x80\x9d, National\nAlliance for the Mentally Ill Support/Affiliate Group, Jackson Mental\nHealth Center, Jackson, Mississippi, January 13, 2005\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate and Life Care Planning for Special Needs Families\xe2\x80\x9d; Central\nMississippi Down Syndrome Society, Learning Series Seminar,\nBaptist Healthplex, Clinton, Mississippi, February 17, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Legal Planning for Families Dealing with Dementia\xe2\x80\x9d;\nBroadmoor Baptist Church Alzheimer\xe2\x80\x99s Support Group, Madison,\nMississippi, February 5 and March 5, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Legal Planning for Older Adults and Their Families\xe2\x80\x9d;\nParkway Hills United Methodist Church, Madison, Mississippi, April\n18, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cEffective Decision-making for Residents and Their Families\xe2\x80\x9d; Trace\nPointe Assisted Living Family In-Service, Clinton, Mississippi,\nDecember 11, 2007\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Legal Tips for Growing Older Gracefully\xe2\x80\x9d;\nGreater\nJackson Community Foundation, Jackson, Mississippi, February 14,\n2008\n\n\xef\x81\xae\n\n\xe2\x80\x9cEffective Financial and Healthcare Decision-making\xe2\x80\x9d; Southern\nFarm Bureau Lunch \xe2\x80\x98n Learn, Jackson, Mississippi, January 5, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Trusts, Wills and Powers of Attorney\xe2\x80\x9d; Family 2\nFamily and Special Kids Family Network, University of Southern\nMississippi Institute for Disability Studies, Hattiesburg, Mississippi,\nMay 18, 2010\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning and Special Needs Trusts\xe2\x80\x9d; Central Mississippi\nDown Syndrome Society Educational Conference, Baptist Healthplex,\nClinton, Mississippi, January 22, 2011\n\n\xef\x81\xae\n\nJackson Public Schools \xe2\x80\x93 Office of Exceptional Education Services\nSpecial Needs Planning for Children with Disabilities, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning Essentials: The Basics \xe2\x80\x93 Plus Some!\xe2\x80\x9d; Ridgeland\nSenior Services Fifties Plus, Ridgeland, Mississippi; September 1,\n2011\n\n14\n\n\x0c\xef\x81\xae\n\nCoalition for Citizens with Disabilities Parent Training & Information\nCenter 2011 \xe2\x80\x93 \xe2\x80\x9cImagine\xe2\x80\x9d Conference \xe2\x80\x93 Inclusion Through The\nLifespan \xe2\x80\x93 Hilton Hotel, Jackson, Mississippi; October 13-14, 2011\n\n\xef\x81\xae\n\nAlzheimer\xe2\x80\x99s Association \xe2\x80\x9cStrengthening Our Community\xe2\x80\x99s Circle of\nCare\xe2\x80\x9d Conference Panelist, November 16, 2011\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Estate Planning and Long-term Care Planning\xe2\x80\x9d;\nMississippi Methodist Senior Services Community Conferences,\nJackson, Mississippi and Hattiesburg, Mississippi, May 3 and 4, 2012\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Families Dealing with Dementia\xe2\x80\x9d; Mississippi\nAlzheimer\xe2\x80\x99s Association Central Mississippi, Ridgeland, Mississippi,\nSeptember 19, 2012\n\n\xef\x81\xae\n\nSpeaker to Anderson Hospital Alzheimer\xe2\x80\x99s Support Group, Meridian,\nMississippi, September 25, 2012.\n\n\xef\x81\xae\n\nPanelist for Central Mississippi Alzheimer\xe2\x80\x99s Association Meridian\nCaregiver Conference, on \xe2\x80\x9cLegal and Financial Issues for\nCaregivers.\xe2\x80\x9d\nMississippi State University, Kahlmus Auditorium,\nMeridian, Mississippi, October 9, 2012.\n\n\xef\x81\xae\n\n\xe2\x80\x9cLegal and Financial Issues for Caregivers.\xe2\x80\x9d Central Mississippi\nAlzheimer\xe2\x80\x99s Association Jackson Caregiver Conference, Mississippi\nCollege, Clinton, MS, November 13, 2012.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Special Needs Families.\xe2\x80\x9d\nCentral\nMississippi Down Syndrome Society Family Conference, Jackson,\nMississippi, February 9, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning for the Elderly and Disabled.\xe2\x80\x9d Northeast Mississippi\nFinancial Planning Association Luncheon, Tupelo, Mississippi,\nFebruary 13, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Legal and Financial Planning for Families Dealing with\nDementia.\xe2\x80\x9d Alzheimer\xe2\x80\x99s Caregivers\xe2\x80\x99 Conference sponsored by\nWilliam Carey University and Mississippi Gerontological Society,\nHattiesburg, Mississippi; March 15, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cEstate Planning Essentials: The Basics - Plus Some!\xe2\x80\x9d Presentation\nto Chief Red Jacket Chapter, DAR, Brandon, Mississippi, April 6,\n2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cWho Decides/Planning Ahead: Legal and Financial Planning for\nOlder Adults Who Can No Longer Care for Themselves.\xe2\x80\x9d 4th Annual\nNortheast Mississippi Alzheimer\xe2\x80\x99s Conference sponsored by\nItawamba Community College and Mississippi Alzheimer\xe2\x80\x99s\nAssociation, Tupelo, Mississippi; May 9, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cEssential Legal and Financial Planning for Dealing with Dementia.\xe2\x80\x9d\nAlzheimer\xe2\x80\x99s Association of Mississippi Caregivers Workshop, St.\nDominic/New Directions, Jackson, Mississippi, May 16, 2013.\n\n15\n\n\x0c\xef\x81\xae\n\n\xe2\x80\x9cSpecial Needs Planning for Persons With Disabilities and Their\nFamilies.\xe2\x80\x9d 2nd Annual Mississippi disAbility MegaConference,\nJackson, Mississippi; June 20, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cLegal and Financial Planning for Families Dealing with Dementia\xe2\x80\x9d;\nFirst Baptist Church Jackson Annual Caregivers\xe2\x80\x99 Conference,\nJackson, Mississippi, October 24, 2014.\n\n\xef\x81\xae\n\n\xe2\x80\x9cDealing With and Planning For Dementia\xe2\x80\x9d; St. Dominic/New\nDirections Alzheimer\xe2\x80\x99s Support Group, St. Dominic Health Center,\nJackson, Mississippi, October 28, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cMyths of Medicaid\xe2\x80\x9d; Jackson Area Alzheimer\xe2\x80\x99s Conference,\nMississippi College, Clinton, Mississippi, November 8, 2013.\n\n\xef\x81\xae\n\n\xe2\x80\x9cPlanning Essentials for Families of Persons with Disabilities\xe2\x80\x9d; Gulf\nCoast Down Syndrome Society Support Group and Community\nConference, Kroc Center, Biloxi, Mississippi, November 14, 2013.\n\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\xef\x82\xa7\n\n"Planning for Family Members with Dementia"; Noxubee County\nAlzheimer\xe2\x80\x99s Support Group; Macon, Mississippi, March 15, 2014\n"Caregiving and Asset Protection Planning"; Cleveland Women\xe2\x80\x99s\nConference; Cleveland, Mississippi, May 27, 2014\n"Planning to Avoid Financial Fraud and Exploitation"; Panelist,\nCentral Mississippi Area Agency on Aging Scam/Jam Conference;\nJackson, Mississippi, May 28, 2014\n"Asset Protection and Long-term Care Planning"; St. Catherine\xe2\x80\x99s\nVillage; Madison, Mississippi, October 23, 2014\n"Caregiving and Asset Protection Planning"; Anderson Hospital\nAlzheimer\xe2\x80\x99s Support Group; Meridian, Mississippi, October 28, 2014\n"Asset Protection and Long-term Care Planning"; Indian Senior\nNetwork; Brandon, Mississippi, January 24, 2015\n\n****************************************\nArticles\n\n\xef\x81\xae\n\nRichard A. Courtney, No Planning is Bad Planning, Metro Business\nRev. 29 (April, 1999).\n\n\xef\x81\xae\n\nRichard A. Courtney, Treatment of Trusts Under FCIA \xe2\x80\x9999,\nMississippi Bar Association Estates and Trusts Section Newsletter\n(Spring, 2001).\n\n\xef\x81\xae\n\nRichard A. Courtney, Heroism or Malpractice \xe2\x80\x93 Using Special Needs\nTrusts to Save Medicaid Benefits in Personal Injury Settlements, Voir\nDire Magazine (Fall 2001).\n\n16\n\n\x0c\xef\x81\xae\n\nRichard A. Courtney, Pedestals and Pitfalls: Litigation Settlements and\nPublic Benefits Update, Voir Dire Magazine (Spring 2003).\n\n\xef\x81\xae\n\nRichard A. Courtney, Tax Basics for Families with Special Needs,\nExceptional Parent Magazine (March 2004).\n\n\xef\x81\xae\n\nRichard A. Courtney, Special Needs Planning For Special Family\nSituations, The Mississippi Lawyer Magazine (May-June 2004).\n\n\xef\x81\xae\n\nRichard A. Courtney, Getting It All Together: Essential Legal and\nFinancial Planning for Children with Special Needs, Exceptional Parent\nMagazine feature article (November 2005).\n\n\xef\x81\xae\n\nRichard A. Courtney, Is Your Trustee Up For the Job?, Exceptional\nParent Magazine (March 2006).\n\n\xef\x81\xae\n\nRichard A. Courtney, Essential Planning Guide for Families Dealing with\nDementia, (2006-14) (55-page planning guide produced for Mississippi\nDepartment of Mental Health-Division of Alzheimer\xe2\x80\x99s and Other\nDementia, Annual Conference 2006-14).\n\n\xef\x81\xae\n\nRichard A. Courtney, A Good Half-Dozen Caregiving Provisions for\nSpecial Needs Trusts, NAELA News, National Academy of Elder Law\nAttorneys, Vol. 24, Issue 6 (December 2012).\n\n\xef\x81\xae\n\nRichard A. Courtney, Planning Your Legacy, The Mississippi Lawyer\nMagazine, (May-June 2013).\n\n17'