NGA Announces Its Delegates for the Third National Summit on Guardianship
In July NGA announced its selection of the organization’s official delegation to the Third National Summit on Guardianship that will be convened at the S.J. Quinney College of Law at the University of Utah in Salt Lake City, October 12-15, 2011. Members were invited to submit applications for the delegate positions in January and the final six-member delegation was selected after an extensive evaluation process from among the 36 potential candidates. NGA will be represented by:
- Gary Beagle, NMG, CPG, OCPF, Vancouver, Wash.
- Margy M. Campbell, NMG, LCSW, CFP, CMC, Salt Lake City, Utah
- Melinda Coulter, Tallahassee, Fla.
- Michelle R. Hollister, Esq., Delray Beach, Fla.
- Julia R. Nack, NMG, Columbus, Ohio
- John H. Wank, Esq., NCG, Chicago, Ill.
As part of the selection process a Task Force of Past Presidents was charged with creating a delegation that represents the diversity of guardianship practice areas. Ms. Coulter is a family guardian; Ms. Hollister is in private practice, but has experience in public guardianship; Mr. Wank is with one of the nation’s largest public guardianship programs; Ms. Campbell and Mr. Beagle have established private guardianship practices; and, in addition to serving as the current President of NGA, Ms. Nack is director of a volunteer guardian program. Serving on the Selection Task Force were Kathleen A. Buchanan, NCG, president in 2010; Cherie Mollison, president in 2002; and Greg S. Mullowney, JD, NMG, president in 2006.
At the Summit our delegates will take part in structured working groups to propose recommendations on specific aspects of guardian standards for decision making and implementation. The gathering of selected experts in the guardianship field has been planned by the National Guardianship Network (NGN), which allotted only six delegate positions to each of its ten participating organizations for the invitation only assembly.
NGA’s representatives will join other professional and family guardians, judges, attorneys, court managers, aging and disability advocates, adult protective services staff, and interested parties from all the NGN organizations in a consensus building process to develop recommendations on standards for guardian performance and surrogate decision-making. Seventeen prominent scholars have been commissioned to develop background papers on key summit topics. In addition, there are a range of outreach activities being conducted prior to the Summit to encourage broad-based input.
After opening with a plenary session, Summit delegates will divide into six facilitated working groups. Their proposed recommendations will then be submitted for revision or endorsement by the entire plenary body. The recommendations, papers and issue briefs will be published in a special issue of the Utah Law Review in the Spring of 2012.
The intent is for this event to drive needed reform, as did the two earlier landmark consensus conferences: the 1987 “Wingspread” National Guardianship Conference, which left its mark on statutory and practice changes, and the 2001 “Wingspan” Second National Guardianship Conference, which produced 68 key recommendations in law, practice, education, and research. This Third Summit is funded by grants from the State Justice Institute and the Albert and Elaine Borchard Foundation, as well as by contributions from each of the NGN organizations.
Dedicated to good adult guardianship, the National Guardianship Network includes: AARP; the Alzheimer’s Association; the American Bar Association (ABA) Commission on Law and Aging; the ABA Section of Real Property, Trust and Estate Law; the American College of Trust and Estate Counsel; the Center for Guardianship Certification; the National Academy of Elder Law Attorneys; the National Center for State Courts; the National College of Probate Judges; and the National Guardianship Association.
The National Guardianship Association Delegation To the Third National Summit on Guardianship: Standards of Excellence
Julia R. Nack, NMG – NGA 2011 President
Julia Nack was elected by the membership to serve as President of the National Guardianship Association for 2011. She is the director of the Central Ohio Area Agency on Aging Volunteer Guardian Program. Since 1993, she has recruited and trained community volunteers to assist indigent adults who need guardians. She has also worked as a probate court investigator for guardianship for four years, and was the program director for a statewide, nonprofit agency providing guardianship for people with developmental disabilities. Guardianship has been her profession since 1979. A member of the Ohio Guardianship Association, as well as the National Guardianship Association, she has a Masters degree in Educational Administration. She holds certification as a National Master Guardian (NMG) from the Center for Guardianship Certification. She has formerly held the posts of Treasurer, Secretary, and President-Elect on the NGA Board. In addition, she chaired the 2010 National Conference on Guardianship, the 2009 Colloquium on ethics, and the Membership Committee and was co-chair of the Ethics & Standards Committee. She is also a Trustee of the Center for Guardianship Certification.
Michelle R. Hollister, Esq. – NGA 2011 Secretary
Michelle Hollister is Managing Partner at Solkoff Legal, P.A. where her practice is dedicated to assisting the elderly, the disabled, and their caregivers and families. Prior to joining Solkoff Legal, Michelle was appointed by Governor Jeb Bush as Executive Director of the Statewide Public Guardianship Office where she was responsible for the oversight of Florida's 17 public guardianship offices serving 20 counties as well as the appointing and contracting with existing and potential public guardians. She administered a multi-million dollar budget and assisted with legislation, as well as the responsibility for the education and licensure of Florida's professional guardians, including the implementation of the professional guardian competency examination.
Ms. Hollister earned a law degree and holds a Masters in Business Administration. She is a member of the Elder Law Section of the Florida Bar and also serves on the executive council of the Real Property, Probate, and Trust Law Section. She was a judicial staff attorney for the Seventeenth Judicial Circuit where her responsibilities included representing the Office of the Public Guardian. She then became Director of the Probate, Guardianship & Mental Health Divisions of the Seventeenth Judicial Circuit. She has participated on numerous state and local committees and workgroups relating to guardianship and the developmentally disabled, and serves on the Florida Department of Children & Families Select Advisory Panel on Adult Protective Services.
Margy M. Campbell, NMG, LCSW, CMC, CFP – NGA 2011 Treasurer
Margy M. Campbell is a licensed clinical social worker, gerontologist, certified financial planner, and a National Master Guardian. She is founder and CEO of Age Connections, Inc - a professional geriatric care management and consultation business and co-founder and partner in Guardian & Conservator Services, LLC - an agency that provides guardian, conservator, trustees and personal representative services for protected individuals throughout the Intermountain West. Ms. Campbell was appointed as Program Director for the Utah Special Needs Assistance Program Fund (Utah SNAP Fund), a non-profit organization offering a pooled income fund to the disabled in Utah.
She serves as faculty at the University of Utah, College of Nursing, Gerontology Center. In 2000 the National Association of Women Business named Ms. Campbell Women Business Owner of the Year, and in 2002 Utah Business Magazine, the National Association of Business Owners and the Salt Lake Chamber of Commerce Women’s Business Center named her as a Woman on the Move. She is a long-standing member of the National Association of Social Workers, National Association of Certified Financial Planners, National Association of Private Geriatric Care Managers, and the National Guardianship Association and she currently serves on the Utah Bar’s Needs of the Elderly Committee. Her term on the NGA Board began in 2005.
Ms. Campbell’s professional geriatric experience has proven invaluable to local attorneys in their professional need for expert testimony, court visitor requirements for the elderly and disabled, and capacity evaluations through the Utah Probate Court system. She also serves as a consultant to individuals who are struggling with issues of parent care and to local corporations that are establishing elder care programs for their employees.
John H. Wank, JD, NCG – NGA Past President (2001)
John Wank, a Chicago attorney for the past 28 years, is the General Counsel and Director of Programs for the Illinois Guardianship and Advocacy Commission, one of the largest public guardianship offices in the United States. He served as the Commission's Acting Director for three years and has been in his current position for nine years. He previously served as Director and Chief Counsel of the Commission’s Office of State Guardian for ten years.
Mr. Wank is a Past President of National Guardianship Association, a past trustee of the Center for Guardianship Certification, and a founding board member and current President of the Illinois Guardianship Association. He was a member of the NGA's Board of Directors from 1995 to 2005 and has presented at many NGA conferences. He has prepared and presented at all but one of the NGA’s Guardianship Legal Reviews for twelve years and was the conference chair for the first NGA Guardianship Colloquium in Chicago in 2008, as well as co-chairing the Colloquium of 2010. Mr. Wank was also a delegate to the Wingspan National Guardianship conference in November 2001 at the Stetson College of Law in Florida.
He has a law degree from DePaul University School of Law in Chicago, and a Bachelor’s degree from Michigan State University’s School of Criminal Justice.
Gary Beagle, NMG, CPG, OCPF – Ex-officio Member of the NGA Board in 2007
Gary Beagle is the senior managing fiduciary at Beagle, Burke & Associates with offices in Vancouver, WA and Portland, OR. In his capacity as a small business owner he served on the Oregon state advisory committee for health insurance reform and his expertise in guardianship has been called on for policy discussions with U.S. Senators and Congressmen.
He holds certifications as a National Master Guardian, Certified Professional Guardian, Oregon Certified Professional Fiduciary, and Licensed California Professional Fiduciary.
Mr. Beagle became a member of the Board of Trustees for the Center for Guardianship Certification in 2005 rising to President in 2007, when he also served as the CGC representative on the NGA Board. In 2004 he received the CGC’s highest honor, the Master Guardian Star Achievement Award. During his term as a CGC Trustee he was a touch point for state agencies in Texas, California and Florida when they established certification programs.
Mr. Beagle has presented on a wide range of topics related to guardianship with NGA, the National Association of Elder Law Attorneys, the National College of Probate Judges, the Guardian/Conservators Association of Oregon, the International Guardianship Network, and training sessions in Washington, Oregon and Alaska. Prior to founding his business in 1992 he was a Vice President with US Bank.
Melinda Coulter – Recipient of the NGA Family Guardian Scholarship to the 2010 National Conference on Guardianship
Melinda Coulter has been employed in the Tallahassee central office for Florida’s Agency for Persons with Disabilities for more than 10 years, but brings a unique perspective from her personal experience as a family guardian. She also has more than a decade as a program administrator for a civil indigent legal aid program, three years in other state agencies, and five years consulting with small business on core practices.
Ms. Coulter has extensive knowledge of Florida law relating to less restrictive alternatives to guardianship, as well as person-centered planning and business practices. She is a member of the Think Committee for the Third Summit on Guardianship, which is reviewing and commenting on paper outlines and abstracts, drafting issue briefs, and preparing conclusions following the event.
She is active in the Florida State Guardianship Association and has been elected President of her local chapter for two terms. She participated in the group that rewrote the state’s required family guardian training course and is also president of the Foundation for Indigent Guardianship. Ms. Coulter is a graduate of Florida State University School of Business.