Webinar: 2018 Fundamentals of Special Needs Trusts Administration - Speakers
Executive Director CFPD
Colorado Fund for People with Disabilities
Megan Brand is the executive director of The Colorado Fund for People with Disabilities. Brand began her service at CFPD in 2003, and has been the executive director since 2010. She has a bachelor's degree in social work from the College of St. Benedict, and has over 20 years of experience in working with people with disabilities, their families, service providers, attorneys, trustees, financial planners, guardians and other professionals. She leads a staff of 26 in administering the largest and longest-standing locally-managed pooled trust in Colorado, as well as providing a myriad of other services that offer protection, personalized attention, access to CFPD's network of organizations and services, and financial and benefits guidance.
Robert B. Fleming
Attorney at Law
Fleming & Curti PLC
Robert Fleming is the author of The Elder Law Answer Book, now available from Aspen Publishers. He is a fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a specialist in Estate and Trust Law by the State Bar of Arizona's Board of Legal Specialization, and he is also a certified elder law attorney by the National Elder Law Foundation. Fleming is a member of the State Bar of Arizona (he was president of the Young Lawyers Section in 1978, Chair of the Probate and Trust Section in 1992, and chair of the Mental Health and Elder Law Section in 1999), and the Pima County Bar Association (he was president in 1986). Fleming is also a member of the Special Needs Alliance, the premier national organization of lawyers working with "special needs" trusts, and the Elder Law Alliance, an elite national group of a dozen lawyers with a common interest in improving the practice of elder law.
While serving as the Pima County, Arizona, Public Fiduciary (the Tucson area's public guardian's office), Fleming was one of the litigants in the Arizona Supreme Court case of Rasmussen v. Fleming, which established the right of incompetent patients (through their guardians) to refuse life-sustaining treatment when there is little prospect of recovery. He has also been actively involved in reviewing care at the Arizona State Hospital, and served as the Chair of the City of Tucson's city retirement plan for eight years.
Fleming & Curti, P.L.C. prides itself on use of up-to-date technology in the practice of law. In addition to speaking regularly on the use of Time Matters™ case management and HotDocs™ document assembly software, Fleming also manages an independent e-mail listserver for Time Matters™ users; interested lawyers and staff members can subscribe online. You may want to check out the TimeMatters list archives. The firm also operates smaller listservers for other software programs used in the office, including Televantage, the telephone communications package in use at Fleming & Curti, PLC.
Fleming's primary personal interest is his family (wife Rhonda and their two children Erik and Robyn). The entire family practices Cha Yon Ryu, a combination martial arts discipline incorporating Korean Tae Kwon do, Korean Hapkido, Japanese Karate and Chinese Ch'uanfa.
Mary Alice Jackson
Attorney at Law
Mary Alice Jackson P.C.
Mary Alice Jackson is the sole shareholder in the firm of Mary Alice Jackson P.C. in Austin, Texas. She began practicing in the area of elder law in 1992, and has been Florida Bar Board certified in Elder Law since 1999. Jackson is licensed to practice in in both Texas and Florida. She has an AV Preeminent rating from Martindale Hubbell. She is a fellow of the National Academy of Elder Law Attorneys. She serves on the NAELA national public policy steering committee which identifies priorities for advocacy on the federal level. She is a past chair of the NAELA Senior Rights PAC, and is a member of the Texas Chapter of NAELA. Jackson is a member of the Special Needs Alliance, a national group of special needs practitioners, and serves on its Board of Directors. She is a frequent speaker on topics related to all aspects of elder law, special needs trust and planning, and public policy. She is an adjunct professor at her alma mater, Stetson University College of Law, and currently teaches Long Term Care Planning in the Elder Law LL.M program. Jackson holds a B.S. in government and an M.S.P.A. from Florida State University. She received her J.D. from her father’s alma mater, Stetson University College of Law in 1991. She was born in Winter Park, Florida and resides in Austin with her husband, Bob, and their standard poodle, Max. Max is a member of the Mary Alice Jackson P.C. staff and his picture can be found on the website.
G. Fred Riddle
Columbia, South Carolina
G. Fred Riddle is an accomplished law enforcement professional with more than 38 years of experience in the public, private and military sectors. He has a proven record of accomplishment and success in directing and leading up to 300 law enforcement officers as a former chief deputy of the Richland County Sheriff's Office. Riddle is highly skilled in cultivating and maintaining quality working relationships with community, business, political, local, state and federal law enforcement officials. He is a 1993 graduate of the FBI National Academy in Quantico, Virginia. He has received numerous training and professional certification for his work in law enforcement, including a nomination for the Strom Thurmond Award for Excellence in Law Enforcement. He is a member of the S.C. Law Enforcement Officers Association, S.C Sheriff's Association, FBI National Academy Association, FBI S.C. chapter and the American Legion Post. He is a Vietnam veteran of the United States Army. He became the director of crisis intervention training in 2004 and stills works with NAMI in this position.
Shirley B. Whitenack
Attorney at Law
Schenck, Price, Smith & King, LLP
Florham Park, New Jersey
Shirley B. Whitenack is a partner at Schenck, Price, Smith & King, LLP with offices in Florham Park, Paramus, and Sparta, New Jersey and co-chairs the firm’s Elder and Special Needs Law Practice Group and the Estates and Trusts Litigation Practice Group. Whitenack devotes a substantial portion of her practice to elder and special needs law, estate planning and administration and trust and estate litigation. She is on the State of New Jersey roster of approved mediators.
Whitenack is a past president of the National Academy of Elder Law Attorneys (NAELA), a NAELA Fellow, and a member of NAELA’s Council of Advanced Practitioners (CAP), an invitation-only group of elder and special needs planning practitioners. She is a trustee of the New Jersey State Bar Association (NJSBA) and a past chair of the NJSBA’s Elder and Disability Law Section.
Whitenack is a member of the Special Needs Alliance (SNA), an invitation-only nationwide alliance of special needs planning attorneys, the American Bar Association (Litigation and Real Property, Trusts and Estates sections), the Morris County Bar Association’s (MCBA) Estates and Trusts and Elder Law Committee and previously served as chair of MCBA’s Elder Law Committee.
Whitenack publishes and lectures extensively on topics related to guardianship, elder and special needs law, estate and trust litigation and probate mediation. She is quoted in publications such as the Wall Street Journal, Money magazine, Consumer Reports, Barron’s, Market Watch, Kiplinger’s Personal Finance Magazine and the AARP Bulletin.
Whitenack received the NJSBA’s Legislative Service Award in September 2003 for her contribution in drafting and promoting revisions to New Jersey’s guardianship statutes and the NJSBA’s Amicus Curiae Award in 2004. Whitenack received GANJI’s Recognition Award in October 2003 for her contribution in advocating for the civil rights of incapacitated individuals. She received a Distinguished Service Award in 2007 from the New Jersey Institute for Continuing Legal Education (NJICLE) and the Distinguished Service Award from the NJSBA’s Elder & Disability Section in 2009. Whitenack received the Community Health Law Project’s Ann Klein Advocate Award in 2011 for improving the lives of people with disabilities and was recognized in 2011 by the Senate and General Assembly of the State of New Jersey in a Joint Resolution for service to those with special needs. In 2012, she was honored by the NJSBA for her long service as a trustee of the New Jersey Institute for Continuing Legal Education and received the NJSBA’s Distinguished Legislative Service Award for her contribution to New Jersey’s enactment of the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act. Whitenack received the Morris County Bar Association’s Civil Practice Award in 2015 and was honored by the New Jersey Law Journal in 2016 as one of New Jersey’s Top Women in the Law. She received the Alfred C. Clapp Award in 2017 for Excellence in CLE from NJICLE in association with the NJSBA. She was selected to receive the 2018 NAELA John J. Regan Writing Award as a co-author of “The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate,” published in the NAELA Journal, Volume 13, Number 1, Spring 2017.
She is rated AV Preeminent by Martindale-Hubbell and has been recognized in New Jersey Monthly magazine as one of New Jersey’s top 100 Super Lawyers, one of New Jersey’s top 50 women Super Lawyers as well as a top Elder Law “Super Lawyer.”* She also has been selected by her peers for inclusion in The Best Lawyers in America© for Trusts and Estates. Whitenack is admitted to practice in New Jersey, the United States District Court for the District of New Jersey and the United States Court of Appeals for the Third Circuit. She received her undergraduate degree cum laude from the State University of New York at Stony Brook and attended Seton Hall University School of Law, where she held the position of notes and comments editor of the Seton Hall Law Review.
* The “Super Lawyer”, “Best Lawyers in America” and AV Preeminent designations are peer ratings based upon criteria identified at www.superlawyers.com, www.bestlawyers.com and https://www.martindale.com/ratings-and-reviews/attorneys/. They are not state certifications.