Advance Care Planning sprd by Key Private Bank

Date: Tuesday, October 12, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Erica E. McGregor and David Simpson & Dr. Charles Wellman, Hospice of the Western Reserve

Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.

About the program…

The Ohio Health Care Power of Attorney and the Living Will Declaration are commonly drafted as part of the estate planning process. However, what do these documents really mean? How and when do they go into effect? What do the medical terms “terminal condition”, “permanently unconscious state”, “life sustaining treatment”, and “DNR order” really mean? What happens without these documents? The panel will discuss theses issues and the practical implementation of health care directives from both the legal and medical perspectives. 
About the speakers…
Erica E. McGregor is Counsel in the Cleveland office of Tucker Ellis & West LLP. Erica’s practice experience covers a broad range of matters, including estate planning, charitable planning and annual reporting, federal wealth transfer taxation, estate and trust administration, fiduciary income taxation, business succession planning, and probate and trust litigation. Erica also has experience with real estate matters related to estate and gift planning and estate and trust administration. Erica received her B.A. in political science from the University of Michigan in Ann Arbor and her J.D. from Boston University School of Law. She is the Immediate Past President of the Estate Planning Council of Cleveland and serves on the Executive Council for the Estate Planning, Probate & Trust Law Section of the Cleveland Bar Association.
David Simpson has been the Chief Executive Officer of the Hospice of the Western Reserve, Ohio’s largest hospice that includes two inpatient/residential facilities, since 1985. The organization also includes a Hospice Institute as well as the Elisabeth Severance Prentiss Bereavement Center. The Hospice Institute provides academic education for all professional disciplines and an accredited Hospice and Palliative Medicine fellowship program. The Elisabeth Severance Prentiss Bereavement Center provides education, support, counseling and other services for people and organizations that have been touched by a death outside of hospice, including sudden and accidental deaths, as well as homicides and suicides. He has presented to the National Hospice and Palliative Care Organization (NHPCO) and several state organizations on a wide array of topics. David has served as NHPCO’s United States representative to the Canadian Palliative Care Association, and he has presented workshops for the Society for the Promotion of Hospice Care in Hong Kong.
Dr. Charles Wellman, a board-certified internist and a fellow in the American Academy of Hospice and Palliative Medicine, received his medical degree from Loyola Stritch School of Medicine.   He completed a residency program in internal medicine at the University of Iowa.  In his 11 year tenure as the Chief Medical Officer of Hospice of the Western Reserve in Cleveland, he is responsible for overseeing the medical care of patients enrolled in their hospice and palliative care programs.  He is also chairperson of his hospice’s Ethics Committee and Palliative Care Task Force and has been a member of the ethics committee of NHPCO.  He has over 27 years of experience in hospice medicine and has published articles on pain control and lectures both locally and nationally on end-of-life care.  He has previously served as a board member of the American Academy of Hospice and Palliative Medicine and a co-chair of their Business Practice Task Force and is currently the chair of the Leadership and Workforce Strategic Coordinating Committee.
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 10/11/10.   Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 10/11/10 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.
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