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4/3/17 1 ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF THE COURTROOM LINDA FIELDSTONE, M.ED. HON. MICHELLE MORLEY LEARNING OBJECTIVES: 1. Define Eldercaring Coordination and describe how it is different from other related services. 2. Describe how to create a Pilot Site. 3. List at least three benefits of Eldercaring Coordination. 4. Detail accomplishments as well as challenges faced in the inaugural year. ACR Elder Justice Initiative on Eldercaring Coordination National College of Probate Judges Spring Conference 2017 Santa Fe, New Mexico Families don’t age out of conflict Baby Boomers turn to Aging Boomers – 65 year olds double from 2008-2030 ACR Elder Justice Initiative on Eldercaring Coordination National College of Probate Judges Spring Conference 2017 Santa Fe, New Mexico WHY SHOULD COURTS CARE? Conserves resources - capitalizes on court / community resources Begins to equalize disproportionate interest in court cases with children’s issues Addresses lack of ADR options for elders /provides differentiated responses Greater intergenerational conflict Safety issues increasing/still lack of reporting Time for interdivisional collaboration ACR Elder Justice Initiative on Eldercaring Coordination National College of Probate Judges Spring Conference 2017 Santa Fe, New Mexico

ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF … · ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF THE COURTROOM LINDAFIELDSTONE,M.ED. HON.MICHELLEMORLEY LEARNING OBJECTIVES:

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Page 1: ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF … · ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF THE COURTROOM LINDAFIELDSTONE,M.ED. HON.MICHELLEMORLEY LEARNING OBJECTIVES:

4/3/17

1

ORDER IN THE COURT! NAVIGATING THE CONFLICT OUT OF

THE COURTROOM

LINDA FIELDSTONE, M.ED.HON. MICHELLE MORLEY

LEARNING OBJECTIVES:

1. Define Eldercaring Coordination and describe how it is different from other related services.

2. Describe how to create a Pilot Site.

3. List at least three benefits of Eldercaring Coordination.

4. Detail accomplishments as well as challenges faced in the inaugural year.

ACRElderJusticeInitiativeonEldercaringCoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

Families don’t age out of conflict…

Baby Boomers turn to Aging Boomers –65 year olds double from 2008-2030

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

WHY SHOULD COURTS CARE? • Conserves resources - capitalizes on court /

community resources • Begins to equalize disproportionate interest

in court cases with children’s issues • Addresses lack of ADR options for elders

/provides differentiated responses • Greater intergenerational conflict • Safety issues increasing/still lack of

reporting • Time for interdivisional collaboration

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

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4/3/17

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ELDERCARING COORDINATION MISSION:

A dispute resolution option

specifically for those high conflict

cases involving issues related to the care and needs of elders –•to compliment, not replace, other services!

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

DEFINITION OF ELDERCARING OORDINATION:

A dispute resolution process during which an Eldercaring Coordinator (EC) assists elders, legally authorized decision-makers, and others who participate by court order or invitation to resolve disputes with high conflict levels in a manner that respects the elder’s need for autonomy and safety.

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

BY:…§Enabling more effective communication, negotiation and problem-solving skills;§Offering education about elder care resources; §Facilitating the creation, modification, or implementation of an elder care plan;§Making recommendations for resolutions; and§Making decisions within the scope of a court order or with the parties’ prior approval.

Transforming Intractable ConflictACRElderJusticeInitiativeonEldercaring Coordination

NationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

PURPOSE OF PROJECT

• Address non-legal issues out of court• Ready elder and family to work with

others, avoid delays and make better decisions

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

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PURPOSE CONTINUED…

• Free judicial time• Safety• Foster self-determination • Provide a support system

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

HOW IS ELDERCARING COORDINATION DIFFERENT?

�When the conflict, rather than the issues, becomes the driving force of the family and/or litigation process.

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

ELDERS ARE NOT “WRINKLED CHILDREN”…

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

COMPARING PROCESSESELDER LAW

Focus on Legal issues Non-legal issues drive the conflict.

One person is the client

Elder plus multiple parties are the client.

Family dynamics are distracting.

Family dynamics are central to elder’s care.

Use of court motions and orders to accomplish goals.

Work with family outside court to establish priorities and examine consequences.

ELDERCARING COORDINATION

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

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COMPARING PROCESSESElder/Family Mediation

Issue Driven.Focus: Care of elder

Conflict Driven.Reducing conflict over elder’s care and safety

Voluntary Process Court Ordered

Screen for abuse, neglect, and exploitation

Ripe for identifying abuse, neglect, and exploitation

Facilitate negotiation and decision making

Multiple tools and strategies

ELDERCARING COORDINATION

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

COMPARING PROCESSESPARENTING COORDINATION

Primarily dyads Multiple parties/ stakeholders

Parents are decision-makers

Elder/Elder’s rep is decision-maker

Parents with minor children

Generational power-shifting

Addresses non-legal issues re: children

Addresses non-legal issues re: elders

ELDERCARING COORDINATION

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

EC QUALIFICATIONS

• At least a master’s degree• Licensure or Certification• Extensive practical experience in a

profession related to high conflict families

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

AND TRAINING REQUIRED:

a. Family mediation training

b. Elder mediation training c. Eldercaring coordination training

(Ohio Supreme Court hosted two ACR trainings/FLAFCC hosted first in FL)

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

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PILOT SITES•One judge, or a group of judges, in a specific county, circuit or province, who refers at least six families that participate in eldercaring coordination.

•…Or a group of attorneys who refer at least 6 cases through agreed orders…

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

PILOT SITES:

Florida IdahoIndianaMinnesotaOhio

Research:Pamela Teaster, Ph.D. and Megan McNab, Ph.D.

Virginia Tech's Center for Gerontology

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

• Mediation impasse• Multiple motions• Imbalance of power/alliances• Repeated disputes about unsubstantiated

items• Possessive or controlling behavior • Cases completed with APS where concerns

continue

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

IDENTIFYING CASES:BARRIERS/CHALLENGES:

• Identifying Cases – Adult Protective Services to assist• Death of four elders – early identification

• Push back from attorneys/guardians –education/website

• Undermining party – Request for Status• Fees/Affordability – sliding scale--lo/pro bono--

potential scholarship--project funding/grants

• Language – need diversity in ECs• Continued issues – term of EC• Access to records—court order

• Need process for vulnerable adults – possible grant

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

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RESEARCH IN:

•Training•Demographics•Clinical reports

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

BENEFITS RECOGNIZED:• Cost savings • Fewer motions • Fewer delays • Focus on safety • Person-centered care plan• Expand elder and family options• Heightened awareness and use of ADR • Triage cases - Not One-Size-Fits-All• Developing support system• Attorneys requesting ECs• COGNITIVE SHIFT

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

SUPPORTS:• Research• Ongoing collaboration

among Pilot Sites, ECs and Task Forces

• Monthly meetings• Continued development/responses to

challenges• Supportive, ongoing training

ACRElderJusticeInitiativeonEldercaring CoordinationNationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico

GUIDELINES FOR ELDERCARING COORDINATION ACR Task Force Guidelines:

http://acreldersection.weebly.com/

FLAFCC Task Force Guidelines: http://www.flafcc.org/

ELDERCARINGCOORDINATIONFL.ORG

Task Force on Eldercaring Co-Chairs:Linda Fieldstone at

[email protected]. Michelle Morley at

[email protected] Bronson

[email protected] Coordination

NationalCollegeofProbateJudgesSpringConference2017SantaFe,NewMexico