Navigating Mental Health Issues in Guardianships and Estate Planning - EPPT Section

AGENDA

OKLAHOMA BAR ASSOCIATION

ESTATE PLANNING, PROBATE & TRUST SECTION

NAVIGATING MENTAL HEALTH ISSUES IN

GUARDIANSHIPS AND ESTATE PLANNING

Thursday, May 16, 2024 at Topgolf

13313 Pawnee Dr., Oklahoma City, OK 73114

EPPT Member pricing - $100

Mental Health Professional pricing - $100

Student pricing - $25

Please contact Renee Montgomery at 405-416-7029 to register as mental health professional or student

8:00 AM- 9:00 AM: Registration and Breakfast (included in registration fee)

9:00 AM – 9:40 AM: Family Stories

9:40 AM – 9:45 AM: Quick Coffee Break

9:45 AM – 11:00 AM: Assessing Mental Health Disorders & Finding Resources Panel Discussion

11:00 AM - 11:10 AM: Coffee Break/Networking

11:10 AM – 12:00 PM: Confidentiality: Navigating the Complex Intersections of the Right to Privacy and Obligation to Disclose

By Dewayne Moore - Department of Mental Health and Substance Abuse Services

12:00 PM – 1:00 PM: Lunch

1:00 PM – 1:50 PM: Navigating Mental Health Court

By Rayanne Tobey and Kathy Lafortune

1:50 PM – 2:00 PM: Coffee Break/Networking

2:00 PM – 2:50 PM: Estate Planning for Mental Health Concerns

By Argent Trust Oklahoma and Trish Westcott

2:50 PM – 3:00 PM: Coffee Break/Networking

3:00 PM – 3:50 PM: Putting on Your Oxygen Mask First: Professional Mental Health

By Scott Goode

3:50 PM – 4:00 PM: Coffee Break/Networking

4:00 PM – 4:30 PM: Mental Health Court From the Bench with Judge Sarah Murphy Bondurant

4:30 PM – 6:00 PM: Golf and Reception (2 drink tickets and snacks included

in registration fee)

Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.