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Certificate Program in Guardianship (online + classroom combined) |
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Overview | Courses | Instructors | Advisory Group | How to Apply Instructors Instructors for the courses are still being selected, and will likely include a cross-section of the following individuals during the upcoming certificate programs. Certificate programs will be offered on a six-month rotation with a new three-course program starting every September and March from 2008 through 2011.
Gary Beagle, NMG, CPG, OCPF
Gary Beagle is certified as a Master Guardian with the Center for Guardianship Certification, is a Washington State Certified Professional Guardian and an Oregon Certified Professional Fiduciary. Beagle served as president of the Center for Guardianship Certification for 2007 and currently serves on the board of the Center for Guardianship Certification. Beagle was appointed to and serves on the Guardianship Certification Board for the state of Washington. Beagle was awarded the 2004 Master Guardian Star Achievement Award by the Center for Guardianship Certification. He is managing fiduciary with Beagle, Burke and Associates, which provides fiduciary services in Oregon and Vancouver, Washington. He was formerly a vice-president with U.S. Bank prior to becoming a professional fiduciary in 1992. Sean Bleck is co-owner of the Seattle law firm Isenhour Bleck, P.L.L.C. His practice focuses on estate planning issues faced by elderly and disabled persons. He is a frequent author and lecturer on Medicaid eligibility and coverage. For many years, he has been ranked as a "Top Lawyer" by Seattle Magazine and a "Super Lawyer" by Washington Law & Politics. He has an AV Peer Review Rating by Martindale-Hubbell. He received his JD from Georgetown University and an LL.M. (tax) from New York University.
Leesa Camerota, CPG
Leesa Camerota has been working in the guardianship and professional fiduciary field since 1994. For the first 12 years, Camerota worked as a financial manager with Guardianship Services of Seattle. In the last eight years Camerota has worked closely with King County Bar Association and WAPG to participate, plan and, later, act as chairperson for a variety of guardianship training programs. Camerota has been acting director of Capitol Guardianship Services since 1995. In her day-to-day activities, Camerota oversees all aspects of the operation of this Thurston County guardianship agency. Outside of the daily role of being a guardian, Camerota is currently involved in several community organizations, including the Thurston County Guardianship Roundtable, the Washington Association of Professional Guardians, and the Attorney General’s Vulnerable Adult Task Force. Camerota has also served as a Guardian ad Litem in both Pierce and King Counties and as an expert witness for the state and in private legal matters.
Hank Hibbard
Hank Hibbard has operated a Tacoma-based law practice, with a focus on elder law, since May 2005. He worked for the state of Washington in a variety of capacities from 1991 to 2005. Hibbard has held numerous positions throughout the years, including being a member of the Certified Professional Guardian Board, and holding a position as a Legal Services Developer under the Older Americans Act. Hibbard has also been involved with elder law in a number of different ways, including staffing the Washington State Senior Citizens' Lobby, making physical arrangements for the fall policy conference, writing the State Plan on Aging in 1995, 1999 and 2002. Hibbard also helped organize the Elder Law Section for the Washington State Bar Association, and developed the Guardianship Fee WAC (Chapter 388-79). Hibbard was in a law practice focused on legal services and private practice from 1973 to 1991. He is currently a member of the Washington State Bar Association. His educational background includes BS in Business Administration and a JD in Law from the University of Kansas. Hibbard was also a US Peace Corps Volunteer.
William Jaback, CPG, CPA
William (Bill) Jaback is the Executive Director of Partners in Care. Jaback is a Certified Public Accountant and a Certified Professional Guardian. He has been practicing in the field of guardianship and trust services since 1997. He has administered over $50,000,000 in assets. Jaback has more than seven years of direct experience in the administration of probates that have resulted in the transfer of over $15,000,000 in assets to heirs. Before his work in guardianship and trust administrations, Jaback worked in the health care industry first as a provider of direct support and later as an administrator of companies providing direct support. Jaback has extensive experience with the day-to-day administration of personal finances, and the management of investments and real estate. As a CPA, he routinely addresses tax and reporting issues. As an instructor, he brings a passion for the field of guardianship and trust administration.
John Jardine, CPG
John Jardine is a principal of Unlimited Guardianship Services of Washington, a professional fiduciary agency with a focus on trusts and guardianships. He has been in practice since 1992, has served as an executive board member of the Washington Association of Professional Guardians, and is a two-term past president of the association. He has been a member of the Guardian Certification Board since its inception as well as serving on the temporary Guardian Board and the legislative study group which preceded the Guardian Certification Board. He is a past chair of the Certification Board's Ethics sub-committee and currently serves as a member of the Certification Boards Education and Standards of Practice committees. He values the opportunity to articulate the practical daily experience of practice as a guardian, and to integrate that practical reality with the broader public policy objectives of attending to the needs and welfare of incapacitated and vulnerable persons.
Lexie Lamborn, MPH, MG-NGF, CPG
Lexie is a nationally recognized gerontologist with more than 25 years of experience assisting elders and their families in Skagit and surrounding counties. She received her Master of Public Health Degree from the University of Hawaii, has directed a major guardianship program in Los Angeles and is currently in private practice as a Professional Guardian and Care Manager in the Pacific Northwest. Lexie was on the executive board of the National Guardianship Association (NGA) from 1995 to 2003 and is currently on the board of the National Guardianship Foundation. She is designated by the National Guardianship Foundation as one of only 30 Master Guardians in the United States. Lexie is a Certified Professional Guardian in the state of Washington. Michael J. Longyear represents clients in issues regarding trust and estate planning, probate and trust administration, guardianship, and elder law and related real estate and business matters. He serves as guardian of the estate, trustee, and estate administrator in routine and complex or contested matters. Longyear is a member of the Estate Planning Council of Seattle. Longyear currently serves on the Washington Supreme Court Certified Professional Guardian Board. He is a past co-chair of the King County Settlement Guardian ad Litem (SPR 98.16W) Training Program. He is also a past chair of the King County Bar Association Guardianship and Elder Law Section, and is a past co-chair of the Title 11.88 Mandatory Guardian ad Litem Training Program. Longyear is past chair of the Elder Law Section of the Washington State Bar Association and has served on the legislative committee. He is the current treasurer. He also belongs to the real property, probate and trust sections of the WSBA. Longyear earned a Juris Doctor from the University of Pittsburgh and has a Bachelor's from Eisenhower College. He also holds an M.A.T. from Colgate University. He was admitted to the Maryland State Bar in 1984 and the Washington State Bar in 1989. Longyear has been recognized as a Washington Super Lawyer in 2001, 2002, 2003, 2004 and 2005 by Washington Law & Politics magazine, and was named a Seattle Best Lawyer in 2001. He was also named a Washington Super Lawyer for 2006.
David Lord, JD, MSW
David Lord has worked since 1994 for Disability Rights Washington (DRW). His primary responsibility is the implementation of DRW's legislative and public policy agenda. DRW provides free advocacy to persons with disabilities, and is the federally-mandated, state-designated protection and advocacy agency for Washington state. Prior to working for Disability Rights Washington, David worked for several years for independent living programs serving persons with disabilities in the community, and as a case manager for the Division of Developmental Disabilities. He served on the Washington State Developmental Disabilities Council. David earned his Juris Doctor at UCLA, and his Master's of Social Work at the University of Washington, and is a member of the Washington State Bar Association. He is involved in activities to increase the accessibility of courts to persons with disabilities, and is the chair of the Impediments Committee of the Access to Justice Board. David is a past presenter at the Certified Professional Guardianship basic training, and has given numerous CLE presentations on topics related to disability rights and ethics.
Tom O'Brien, CPG
Tom O'Brien is the founder and executive director of Guardianship Services of Seattle. He has a Bachelor's in Society and Justice and an Master's in Public Administration, both from the University of Washington. O'Brien has worked on legislation reforming Washington's guardianship statute and creating state certification of professional guardians. He was a founding member and past president of Washington Association of Professional Guardians, and is a former member of the Certified Professional Guardian Board. He has been a professional guardian since 1981.
Diane Renihan
Diane Renihan has 21 years of experience as a finance and accounting professional and has served as CFO in a number of dynamic, rapid growth environments. She currently runs her own strategic and financial consulting practice called Ballantrae, LLC. Before beginning her own company, Renihan was the CFO for Bag Borrow or Steal, a luxury rental website for designer handbags, jewelry and sunglasses. There she was responsible for all aspects of finance, accounting, investor relations, human resources, legal, risk management and board management. She led the fundraising efforts to close two preferred stock financings and a multi-million dollar debt facility. As CFO at Naverus, a start-up company serving as the world's leading designer of performance-based navigation procedures, she created all the corporate infrastructure and financial systems and led three preferred stock financings. As Coinstar's (NASDAQ: CSTR) CFO, the owner and operator of a global network of supermarket-based coin-counting machines, Diane was as a key member of the team responsible for handling strategic and daily operations and for posting record results. During her tenure as CFO, she restructured the balance sheet, lowered capital costs by nine percentage points, and managed a $90 million secured debt financing. In addition, Renihan served as company spokesperson to television, radio, and newspaper business media. Diane's strong operational management skills have resulted in the improvement of organizational structures and financial management practices for a range of private and public companies. Diane graduated with a BBA in Accounting from The College of William and Mary in 1987 and is a Certified Public Accountant. In September 2002, she was cited as one of
Kathleen Wareham, JD
Kathleen is a full-time mediator and meeting facilitator. She mediates disputes, utilizing her 20-year legal background in negligence; personal injury; civil rights; wrongful death; and complex probate, guardianship, and trust matters.
Before becoming a full-time neutral, Wareham was a partner in a Seattle law firm. Her civil litigation practice at MacDonald Hoague & Bayless included a broad range of personal injury; civil rights; and probate, trust, and guardianship cases. Kathleen is a member of the Washington Arbitration and Mediation Service (WAMS) and is certified to serve as a Rule 39.1 mediator for federal cases. Wareham's law degree is from Columbia University (1986). She got her Bachelor's in philosophy, with a minor in economics, with honors, from the University of Washington (1983). Her mediation and facilitation training includes the Professional Mediation Skills Training Program at the University of Washington School of Law (2001), WAMS Advanced Mediation Training (2005), and Caregiver Mediation, Thurston County Dispute Resolution Center program from University of Michigan School of Gerontology.
Wareham has been recognized by her peers as a SuperLawyer, by Seattle magazine as one of the best lawyers in Seattle, by her Columbia Law professors for excellence in oral advocacy (the Archie O. Dawson Award), and by Glamour magazine as a Top Ten College Woman (1981).
Instructors are subject to change.
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