13 Jun

A Medical Incapacity Hold Policy Detains and Protects Patients Who Lack Decisional Capacity: Issue Resolved

BACKGROUND: Medically hospitalized patients who lack decisional capacity may request, demand, or attempt to leave the hospital despite grave risk to themselves. This common scenario has caused physicians to struggle to determine the best way to safeguard such patients. In many jurisdictions there are no laws that address this matter directly. As such, CL Psychiatrists are often called upon to issue an involuntary psychiatric hold to keep the patient from leaving. However, doing so generally runs afoul of the law, as civil commitment statutes were not intended for, and do not address, the needs of the medically ill patient who does not have a psychiatric illness.

OBJECTIVE: In this meeting we will engage in a discussion of the complex medical, legal, and ethical aspects of patients in such scenarios. We will discuss the development of institutional policies that establish the rationale and procedures for involuntarily detaining such patients with a “Medical Incapacity Hold” (MIH). The MIH concept begins with 4 prerequisite conditions: A) The patient lacks decision-making capacity regarding his/her healthcare condition, b) The patient asks/tries to leave the inpatient setting, c) If allowed to leave, the patient is at imminent risk of harm, and d) There is a professional opinion that the patient is not appropriate for a mental-health hold. Specific learning objectives:
• Debate the complex ethical, legal, and risk elements related to medically incapacitated patients who attempt to leave the hospital despite the potential for serious harm.
• Evaluate options for responding in such clinical scenarios; including policies that establish a Medical Incapacity Hold and the potential applicability to the attendees’ own institution.

Click here to download and print a copy of this presentation.

Presented by: Erick H. Cheung, MD – Associate Medical Director, UCLA Resnick Neuropsychiatric Hospital, Medical Director, UCLA Psychiatric Emergency Services

About Erick H. Cheung, MD

Erick M. Cheung, MD speaking Fiduciary Round Table in PasadenaDr. Cheung received his medical degree in 2007 from Albany Medical College with a distinction in biomedical ethics. Dr. Cheung completed his adult psychiatry residency at UCLA, where he served as chief resident in 2010. He is Assistant Professor of Health Sciences at the UCLA David Geffen School of Medicine, Medical Director of the UCLA Psychiatric Emergency Services, and Chief Quality Officer of the UCLA Resnick Neuropsychiatric Hospital (RNPH). He was recently appointed to Associate Medical Director of UCLA RNPH in 2018. Dr. Cheung has extensive involvement in both his professional society and public service, including currently serves as President Elect of the Southern California Psychiatric Society, and Chair of the Los Angeles County Emergency Medical Services Commission. In recent years, he has also chaired the EMS Commissions’ task force on the pre-hospital care of mental health and substance abuse emergencies. His scholarly interests naturally include emergency psychiatry, ethics and neuroethics, and quality improvement in mental health. Dr. Cheung has received several awards and distinctions across his career, including the Residents’ Award from the American Association for Emergency Psychiatry in 2011 and the Presidential Award from the Southern California Psychiatric Society in 2010.

09 May

Detecting Corporate Psychopaths

Psychopaths make up 1% to 4% of the population. While serial killers tend to get the most press, psychopaths in the workplace are a common and pervasive problem, especially when in leadership positions. This presentation will discuss the unique characteristics of corporate psychopaths and how their manipulative and deceptive behavior can devastate co-workers and businesses. This is an issue that needs to be on every business’ radar screen. Read More

Click here to download and print a copy of this presentation.

Presented by: Kathy Bazoian Phelps, Partner, Diamond McCarthy LLP


Kathy Bazoian PhelpsAbout Kathy Bazoian Phelps

Kathy Bazoian Phelps is a partner at Diamond McCarthy LLP in Los Angeles and has been a lawyer since 1991, with experience in bankruptcy law, fiduciary representation, and fraud litigation. Kathy’s practice includes representing trustees and receivers, serving as a Chapter 11 trustee, and representing litigants and parties in interest in bankruptcy and receivership cases and other insolvency proceedings. She is particularly knowledgeable about the administration of Ponzi scheme cases and has extensive litigation experience in a claims arising in these types of cases.

Kathy has lectured widely and written on bankruptcy and receivership matters, with a focus on Ponzi schemes. Her book entitled The Ponzi Book: A Legal Resource for Unraveling Ponzi Schemes, co-authored with Hon. Steven Rhodes, has garnered national and international attention as the authoritative work on Ponzi scheme law. Some of her other publications include Ponzi-Proof Your Investments: An Investor’s Guide to Avoiding Ponzi Schemes and Other Fraudulent Scams, The Depths Of Deepening Insolvency: Damage Exposure For Officers, Directors and Others, as well as The Ponzi Scheme Blog.

In addition to her roles as lawyer, speaker and author, Kathy also serves as a mediator and is currently on the roster of mediators for the Financial Industry Regulatory Authority, as well as the Bankruptcy Mediation Panel for the Central District of California and the Bankruptcy Mediation Panel for the District of Arizona.

Kathy is also Editor-in-Chief of Receivership News, and serves on the Boards of Directors for the California Receivers Forum, Los Angeles/Orange County Chapter, National Association of Federal Equity Receivers, and American Bankruptcy Institute.

11 Apr

Research on Alzheimer’s Disease

April 11, 2018

I will outline current knowledge of Alzheimer’s disease (AD) and what we are doing at HMRI. The cause of AD is not known, so how can we treat what we do not even understand? The damage to the brain in AD is slow (called neurodegeneration) and starts decades before symptoms. We are studying what we think is the fundamental cause of AD. To do this includes developing tests to screen for AD damage in the pre-symptomatic stages, including a urine test. before symptoms are recognized. I will describe the stage of our ongoing work. I also invite anyone over 60 years young to join us.

Presented by:  Michael Harrington, MD, Molecular Neurology Director, Huntington Medical Research Institutes (HMRI)

About Michael Harrington, MD

Dr. Harrington joined HMRI and established the Molecular Neurology Program in 1998. He studies how the cerebrospinal fluid composition explains the intermittent disorder of migraine and the progressive neurodegeneration of Alzheimer’s disease. He also studies molecules that are transported to/from the brain in blood (including changes after mild traumatic brain injury), and those excreted in urine.

Mike enjoys collaborating with other clinical and scientific colleagues that apply complementary measures of brain function so as to gain as much information from the same study participants. This approach is important to understand what is causing brain disorder, develop tests that identify disease, and direct treatment to the underlying mechanism.

Dr. Harrington is also a research professor of psychology in the School of Psychology at Fuller Theological Seminary as well as an adjunct research professor of neurology at the University of Southern California.

Dr. Harrington received his medical degree in 1976 from Glasgow University, Scotland, and was awarded membership into the Royal College of Physicians and Surgeons in 1979. He was elected as a fellow in 1993.

16 Mar

Can We Save the House? Getting Some Breathing Space

March 14, 2018

You’ve just discovered a Certified Letter with a Notice of Default at your parents’ house. Can we do something?

An overview of how to deal with a crisis that may arise in the context of an elderly person whose mortgage suddenly goes into default, the legal issues that arise, particularly under the Bankruptcy laws. This presentation also considers the civil side, to create a stay or other delay in order to find an opportunity to preserve the person’s equity, perhaps giving an opportunity to refinance (conventional or reverse mortgage), sell the property, or otherwise. Examples include integrating the legal situation to coordinate with other professionals including brokers, lenders, healthcare providers, etc.

Presented by: Eric Olson Esq. & Richard A. Brownstein

About Eric Olson Esq.

Mr. Olson’s areas of emphasis are in civil business and business litigation, probate litigation, commercial transactions and complex real estate transactions.
Mr. Olson graduated from Pomona College (1962), and Harvard Law School (1965), and was a teaching fellow at Stanford Law School (1965-66). He was Los Angeles County Deputy County Counsel, Schools Division 1968-69 and a senior partner of Halstead, Baker & Olson; he joined the firm in 1969 and became a partner is 1971.

About Richard A. Brownstein

Richard A. Brownstein is Of Counsel to Greenberg & Bass LLP in Encino, California and has practiced law for over 40 years. He specializes in providing complete solutions for financially distressed businesses and individuals. Mr. Brownstein has been a Certified Bankruptcy Specialist since 1995. He sat on the State Bar Board of Legal Specialization and was the Chair of its Bankruptcy Advisory Commission. Mr. Brownstein has extensive experience in managing crises, restructuring debt, protecting and recovering assets, and handling workout solutions, Chapter 7, 11, and 13 Bankruptcies, out-of-court reorganizations, Assignments For the Benefit of Creditors, ordered liquidations, strategic partnerships, mergers, acquisitions, and exit strategies. Mr. Brownstein received his B.A. from California State University at Northridge in 1969, and his J.D. from University of La Verne (San Fernando Valley College of Law) in 1976.

21 Feb

The Estate of Hugh Hefner

February 14, 2018

Estate tax issues, business sale issues and tax issues with sale to third party as well as sale/gift to family members, life estate mechanics and their taxation, community and separate property inheritance, and pretermitted spouse and children, using the estate of Hugh Hefner, his estate planning documents, his business sale particulars, his real estate and licensing contracts. I will also explore contesting trusts and the grounds for them, including undue influence, capacity and forgery.

Presented by:

Christopher B. Johnson, Attorney at Law

Chris Johnson has served estate planning, probate and trust administration clients since 1995, been recognized as a Super Lawyer, a “Top Attorney” by Pasadena Magazine for several years and has received a “Superb” 10.0 rating from Avvo. He returned to private practice in 2013 after working with U.S. Trust’s Pasadena and Los Angeles teams as a Senior Vice President and Senior Trust Officer, assigned to high net worth and ultra high net worth families in their generational wealth transfer planning and wealth planning needs. Chris has extensive experience as a lawyer in estate planning, probate, special needs trusts, life insurance trusts, charitable remainder trusts, elder law and probate litigation. He works with small to large estates, including business succession planning and asset protection.

11 Jan

2017, 2018 & Future Tax Planning . . . How to Avoid Painful Tax Blunders

January 10, 2018

Income tax planning is just as important as ever. People are getting fed up with paying more taxes than they should! How will the anticipated Trump tax changes affect you? Marginal federal and state tax rates may be changing. We will identify and discuss tax planning ideas that will benefit you, your investments and your business!

Presented by:

Boyd Hudson, ESQ, CPA, Partner–Adams, Hawekotte & Hudson
Charles Stanislawski, MBT, CPA, CTC, President —Stanislawski & Company, Inc., A Certified Public Accounting and Business Consulting Firm

Boyd Hudson speaking at Fiduciary Round TableAbout Boyd Hudson, ESQ, CPA

Boyd, a partner with the law firm Adams, Hawekotte & Hudson in Pasadena, specializes in Federal and California tax planning. He is a Certified Specialist in Taxation Law and a Certified Public Accountant (CPA). He graduated from Claremont McKenna College, Cum Laude; received his JD in 1978 from the University of California Los Angeles, School of Law; and received his MBA from the University of California Los Angeles, Graduate School of Management. Boyd is a member of the State Bar of California, Pasadena Bar Association, Pasadena CPA Discussion Group and the American Institute.

Chuck Stanislawsk at Fiduciary Round TableAbout Charles Stanislawski, MBT, CPA, CTC

Chuck Stanislawski has been providing expert tax, accounting and business consulting for over 30 years. Among his areas of specialization are: entertainment business management, small to large businesses, estate and trust tax returns, individual and business tax returns, private foundations, and nonprofit organizations. Mr. Stanislawski launched his career in 1979 at Deloitte, Haskins and Sells (currently known as Deloitte). In 1985, he purchased Stanislawski & Company, Inc. (in South Pasadena) from his father “Stan” who had founded the firm over 50 years ago. On behalf of Stanislawski & Company, Chuck has been on the Board of over 20 organizations including: The University of Southern California – School of Accounting, The Pasadena Center Operating Committee (as a City Commissioner), Archdiocese of Los Angeles, Pasadena City College Foundation, Huntington Hospital Planned Giving Advisory Council and others. Chuck holds his Bachelor’s degree in Accounting (1979) and a Master’s degree in Taxation (1992) from the University of Southern California.

13 Dec

PCC Veterans’ Program

December 13, 2017

Presented by: Carol Calandra, Veteran Center Specialist, Veterans’ Services, Pasadena City College

About Carol Calandra:

Carol holds a Master’s Degree in Counseling with an Option in Rehabilitation Services. She has served as the President of Veterans Club at both Pasadena City College (PCC) and California State University, Los Angeles (CSULA) as well as numerous community advisory boards including the USC Cohen Military and Veterans Family Advisory Board. Carol frequently presents at state, local, and national levels on the importance of veteran supportive transition. Carol is the Veterans Case Manager at Pasadena City College and the founder of the Female Veterans “Band of Sister’s”. Carol teaches Veterans Transition and Veteran Culture in the Charter College of Education at CSULA. For her work with veterans, Carol has been named a Women of Distinction by both Congresswomen Judy Chu and Assemblyman Chris Holden for her work with veterans.

08 Nov

Adult Protective Services Information

November 8, 2017

Mandated by the State of California, Adult Protective Services (APS) is a 24-hour service program designed to investigate all reported at-risk situations without regard to income involving individuals 65 or older and dependent adults, 18-64 who are physically and/or mentally challenged. Types of referrals include physical, sexual or financial abuse, isolation, neglect, or self-neglect.

Presented by: Arturo Torres, Human Services Administrator I, Workforce Development, Aging & Community Services, Aging & Adult Services Branch

About Arturo Torres

Arturo Torres is a Human Services Administrator for Los Angeles County Adult Protective Services and an adult schoolteacher for for Los Angeles Unified School District. He is a graduate of California State University of Los Angeles, where he received a BA degree in Sociology and Mexican-American Studies.

His calling and passion in life lies in building effective relationships, empowering communities, servicing others, and making a difference in what he believes in. Arturo promotes social change and development, social cohesion, and the empowerment of people.

His career with Los Angeles County started 18 years ago at the Department of Public Social Services. In 2005, Arturo transferred to Adult Protective Services and was a Social Worker investigating allegations of abuse. Several years after his transfer to APS, he was promoted to Social Services Supervisor overseeing an APS Field Office in the city of Compton.

In 2015, Arturo was given the opportunity to oversee Region II in APS Line Operations Division. Region II is composed of five APS Field Offices (Pasadena, Glendora, East LA, Civic Center, and Metro), five Social Services Supervisors, and 36 social workers. He takes great pride in servicing his team and providing all the tools they need to service our vulnerable seniors and dependent adults in Los Angeles County.

12 Oct

Elder Abuse in Los Angeles County

October 11, 2017

Presented by: Renee Rose, Deputy-In-Charge, Elder Abuse Section, White Collar Crime Division

Renee RoseAbout Renee Rose

Renee grew up in the San Fernando Valley and graduated from UC Santa Barbara with a Bachelor of Arts in Law & Society and a Juris Doctorate from Southwestern University School of Law in Los Angeles. Upon her law school graduation in 1991, she joined the Riverside County District Attorney’s Office and lived in the Coachella Valley.

In 1994, she joined the Los Angeles County District Attorney’s Office where she has spent a majority of her prosecutorial career in Specialized Units such as the Hardcore Gang Unit, the Major Narcotics Division and the Arson and Explosives Unit. In those assignments, she has prosecuted several gang murderers, large scale international narcotics traffickers and methamphetamine lab operators as well as serial arsonists.

In April 2017, she was promoted to Deputy-in-Charge of the Elder and Dependent Adult Abuse Unit where she supervises 5 senior Deputy District Attorneys who handle cases of physical abuse, emotional abuse, physical neglect and financial abuse of victims 65 years and older as well as victims that are developmentally disabled adults over 18 years of age throughout all of Los Angeles County.

14 Sep

Brief Overview of Proposition 13, Supplemental Taxes, Parent-Child Exclusion

September 13, 2017

Presented by: Carol W. Quan, Special Assistant, Public Affairs – Los Angeles County Office of the Assessor

Carol QuanAbout Carol W. Quan

Carol Quan was raised in Los Angeles and graduated from the University of California at Los Angeles, with a Bachelor of Arts in Political Science and a Certificate in Business and Administration.

Mrs. Quan has worked for over thirty-one years at the Los Angeles County Office of the Assessor. She began her career in 1986 as a real property appraiser trainee and has risen through the ranks in assignments ranging from property valuations to special investigations.

Mrs. Quan was appointed Special Assistant in September 2001 and now works in Public Affairs under the administration of Los Angeles County Assessor Jeffrey Prang.