Elder Law – Recognizing Capacity Issues

Elder Law - Recognizing Capacity Issues

Elder Law – Recognizing Capacity Issues

How do you know your older donor or client is still capable of making decisions about planned gifts? What do you do if you are not sure? Is there a difference between capacity to make a specific gift decision vs. global capacity to make any and all decisions?

Psychologist Dr. Duane Green and attorney Brent Stanyer will discuss the issues around donor capacity.

Agenda

11:30 – Lunch and networking
11:50 – Business meeting
Noon – Presentation
1:00 – Adjourn

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About our speakers

DUANE GREEN, PhD

Duane Green, Ph.D., ABPP, FAACP is a board certified psychologist licensed in Washington and Idaho. He is a Fellow in the Academy of Clinical Psychology. He received his doctorate from USC and then joined the faculty at UCLA. He has been in full-time private practice with Spokane Psychiatry & Psychology, P.S. since 1978. Prior to coming to Spokane, he was an Assistant Professor of Medical Psychology at Duke University Medical Center. Currently, Dr. Green is a Clinical Assistant Professor in the Department of Psychiatry and Behavioral Medicine, University of Washington Medical School. He is on the staff of several local hospitals. He has served on the Board of Directors and as Treasurer of the American Institute of Intensive Short-Term Dynamic Psychotherapy. To learn more about Dr. Green read his bio.
His practice focuses on intensive short-term clinical psychotherapy, neuropsychology, rehabilitation and forensic psychology. He has provided expert testimony involving both civil and criminal matters in Federal and State Court. Duane has provided training and education regarding forensic and clinical issues to several psychological, legal, vocational and insurer groups.

Dr. Green is Chairman of RehabLogic, Inc., a company which provides assessment, treatment and consultative services for the neurologically impaired patient’s reintegration into the various roles in family, work and community settings.

BRENT T. STANYER

Principal – Douglas, Eden, Phillips, DeRuyter & Stanyer, PS

Practice Areas:
Elder Law and Special Needs Planning
Estate and Trust Planning
Corporations, Partnerships and LLCs
Probate and Estate Administration

Education:
Gonzaga University, Juris Doctorate, magna cum laude, Thomas More Scholar, 1992;
Drucker Management Center, Claremont Graduate University,
Master of Business Administration – Strategic Management, 1985
Loma Linda University, Master of Arts in Christian Ethics, 1984
Walla Walla College, Bachelor of Arts – Business Administration, 1979

Professional and Community Associations:
Washington State Bar Association
National Academy of Elder Law Attorneys
Spokane Estate Planning Council
Guardian Ad Litem, Spokane County Superior Court
Adjunct Professor, Whitworth College and Washington State University