35th Annual State Conference
Thursday, October 3, 2024
8:00am - 4:30pm
Rush Creek Golf Club
Maple Grove, MN 55311
2024 Conference Brochure
The following Vendors and Sponsors have been critical in the success of the 2024 MAGiC Conference. Without their support and participation, the annual conference would not be possible.
Sponsors
First Fiduciary Corporation
form & content graphic design
Jeddeloh Snyder Stommes
Lutheran Social Service of MN
Patrick J. Thomas Agency
Steinhagen, Crist, Wehrly and Kufus, P.L.L.P
Winthrop & Weinstine, P.A.
Vendors
ACR Homes/ Arthur’s Senior Care
Cerenity Humbolt Senior Care
Choice Connections
Comfort Keepers
Ebenezer Senior Living
English Rose Suites and Home Care
Gianna Homes Memory Care
Hospice of the Midwest
Patrick J. Thomas Agency
Senior Helpers
True Blue Home Services Ally
Agenda:
8:00am-8:25am - Check-in and Registration, Continental Breakfast and Time with Vendors
8:25am - 8:30am – Welcome Remarks - Jeff Schmidt, Conference Commitee Chair
8:30am-9:30am - Legislative, Case Law & Policy Update -Megan C. Kelly, Attorney and Shareholder, Northwoods Law Group, PA
9:30am-9:45am – Break and Time with Vendors
9:45am-10:45am – Death is a Collaborative Event: End of life doulas are an important missing piece in supporting residents and families as they navigate the myriad of end-of-life decisions and eventualities. -Jane Whitloch, End of Life Doula and Co-Founder of Full Circle Care
10:45am – 11:00am – Break and Time with Vendors
11:00am-12:00pm Breakout Session (Pick one of the following)
Breakout Session: Star Services – Person Centered Planning. This session will focus on the unique balance between assessing and understanding risk for a person, respecting their choice, and keeping that balance. We will define risk and discuss the Dignity of Risk. Putting risk into perspective is key to understanding how risk is different for everyone! - Jennifer Billingon, Person- Centered Services Director & Sarah Stein, Educational Services Coordinator
OR
Breakout Session: Special Needs Trust Administration. This panel discussion will consider some of the difficult questions surrounding the distribution and accounting for special needs trusts with perspectives form the State, a professional trustee and an attorney who represents trustees. –Katrina Peirce, DHS, Geneva Finn, DHS, Eric Jonsgaard, Frist Fiduciary Corporation, and Jeff Schmidt, Schmitz, Schmidt & Anderson PA
12:00pm-12:45pm – Lunch
12:45pm-1:00pm – Business Meeting & Awards - Jessica Timmington Lindstrom, President
1:00pm – 2:00pm - View from the Bench. We will get the latest information from the Courts about the administration of Guardianships, Conservatorships and Trusts. Come with YOUR questions! -Referee Joel Olson, Hennepin County, Referee James Watchke-Koranne, Tenth Judicial District, Referee Tyler Annette, Nineth Judicial District
2:00pm – 2:15pm - Break and Time with Vendors
2:15pm-3:15pm Breakout Session (Pick one of the following)
Breakout Session: Culturally Sensitive Health Care Decision-Making. This session will address and discuss health disparities among communities of color. –Tuesday Glover, MSW, CCHS
OR
Breakout Session: Limiting Guardian Liability with LLC and More. Learn how you can protect yourself with business entities from personal liability for your work as a professional fiduciary. –Winthrop & Weinstine, P.A.
3:15pm-3:30pm – Break
3:30pm-4:30pm – Insurance Guidance for Guardians. Fiduciary Insurance Updates and Review, reviewing updates on the MJUA Fiduciary Policy. –Representatives from MJUA
4:30pm – Closing Remarks & Door Prizes