1. GUARDIANSHIP ACROSS THE STATES “Navigating the Challenges of Guardianships” October 22, 2015 Billings, Montana

2. Overview Guardianship Basics Common Issues Across States Reform Trends Political Landscape and State Action Questions?

3. Guardianship Basics Process/ Procedure NecessityOversightUnmet Needs

4. Common Issues Across States Caregiving Shortage of Guardians Elder Abuse/Financial Exploitation Accountability and Court Monitoring Individual Rights Public Guardianship Jurisdiction

5. Reform Trends Folks are talking! Person Centered Approach Alternatives to guardianship Standards for Professional Guardians Education and Outreach Monitoring reforms to prevent abuse/exploitation More collaboration/taskforces/multidisciplinary teams

6. Political Landscape Typically a Bi-Partisan Issue Issue isn’t “hot”…UNLESS there’s a crisis or tragedy Broad issue and could be a very long process No One-Size-Fits-All Solution Lack of Data Policy wonks aren’t necessarily the same as on the ground/frontline workers and vice versa

7. State Action

8. Additional Resources AARP AARP Montana Caregiver Resources Fraud Watch Network Public Policy Institute ABA Commission on Law and Aging Consumer Financial Protection Bureau Managing Someone Else’s Money Guides National Guardianship Association 2013 Standards of Practice National Guardianship Network WINGS Resources Replication Guide “What is WINGS Video” WINGS Replication Guide

10. Contacts for More Information Tim Summers, State Director AARP Montana AARP Wyoming tsummers@aarp.org Claudia Clifford Associate State Director for Advocacy AARP Montana cclifford@aarp.org Diana Noel, MPA Senior Legislative Representative AARP National Office dnoel@aarp.org