Annual Report - August 1, 2003

Mission Statement. The mission of the Albert and Elaine Borchard Foundation Center on Law and Aging (hereafter "The Borchard Foundation Center") is, through education, research and service, to help improve the quality of life for elderly people, including those who are poor or otherwise isolated by lack of education, language, culture, disability or other barriers.

History/Background. The Borchard Foundation Center was authorized and created in 1998 by The Albert and Elaine Borchard Foundation, which is based in Woodland Hills, California. In addition to funding from The Foundation, The Center is generously supported by the members of its Professional Advisory Board, who also serve on the Partnership in Law and Aging Program mini-grants selection committee. A five member Academic Advisory Board guides the academic research program and participates in conference planning.

SUMMARY REPORT OF ACTIVITIES FROM
FEBRUARY 28, 2002 TO AUGUST 1, 2003

Professional Advisory Board Member Appointed. In 2002, Alexander Forger resigned as a Professional Advisory Board Member, leaving a vacancy on the board, which was filled in January, 2003 by Elizabeth A. Donohue (Liz). For over 20 years, Ms. Donohue has worked with the elderly as a volunteer ombudsman in nursing homes, as an advisor in the development of an assisted living business and as a caregiver to her mother and mother-in-law. She has served on numerous boards including the Alumni Board at Montgomery College and the Advisory Board of Sunrise Assisted Living Corp. She is a founding director and President of the Potomac Investment Club and serves as a director of a number of family investment corporations and a family charitable foundation. Liz is married to Thomas J. Donohue, the President and Chief Executive Officer of the U.S. Chamber of Commerce and together they have three sons.

Partnership in Law and Aging Mini-Grant Program (PLAP). The Borchard Foundation Center and the American Bar Association Commission on Law and Aging in Washington, D.C. collaborate to co-sponsor the Sharpe-Borchard Foundation Center Partnership in Law and Aging Program, which awards 10 $7,500 mini-grants annually to bar associations, legal services providers and other local organizations to encourage the development of collaborative, law-related projects. The goal is to encourage programs to explore alternative methods for educating the elderly about their legal rights and expanding their access to legal services. PLAP has awarded 49 mini-grants since 1998. In February, 2003, 9 mini-grants were awarded. A list of the grants made is included as Attachment A.

Borchard Academic Research Grant Program. The Borchard Foundation Center has initiated and underwrites an Academic Research Grant Program to further scholarship about new or improved public policies, laws and/or programs that will enhance the quality of life for the elderly. Each grant recipient is required to publish an article on the subject of their research in a top flight journal. Five research grants were awarded in both May 2002 and May 2003 for a total of 24 grants to date. Up to 5 grants will be made in May 2004. A list of the grants awarded is included as Attachment B.

Scholarship and Publication. Research and writing about law, policy and aging issues directed to both national and state audiences is a core part of the Borchard Foundation Center's mission. The Center's Executive Director, Fellows and Research Associates have written and published a number of academic articles dealing with law and aging topics, a state home health care guide, and a national tax treatise on the federal taxation of trusts, grantors and beneficiaries. A list of publications is included as Attachment C.

Borchard Fellow. Each year the Center sponsors and oversees the work of a Fellow interested in an academic and/or professional career in law and aging. Ms. Julinne Gunther, a 2003 graduate of the University of Utah School of Law, has been selected as the 2003-04 Borchard Center Fellow. In 2001, Ms. Gunther was the Borchard Fellow at the Senior Lawyer Volunteer Project, where she interviewed elderly clients and clients with disabilities, drafted wills and assisted attorneys in executing wills. In 2002, she helped create the “Mobile Elder Law Clinic,” a legal clinic designed to increase legal access to the homebound elderly. In recognition for her service to Utah’s legal community Ms. Gunther received the 2003 James Clegg Award from the Utah Bar Foundation.

During her tenure as Fellow, Ms. Gunther will create a survey to study the unmet needs of the elderly in Salt Lake City. The data from this survey will assist local elder law organizations in obtaining additional grants. Using the survey’s results, a website will be developed to help disseminate legal information to seniors. Ms. Gunther will also be an active member of the Needs of the Elderly Utah Bar Committee.

Lora Flattum Hamp, a 2002 graduate of the University of Virginia School of Law, was the 2002-03 Borchard Center Fellow. Formerly, Ms. Hamp served as a consultant to the National Academy of Science’s Panel to Review Risk and Prevalence of Elder Abuse and Mistreatment. Her research is included in the panel’s report, Elder Mistreatment: Abuse, Neglect, and Exploitation in an Aging America, published by the National Academy Press (Summer, 2002). Lora has worked as an assistant director of an area agency on aging and has served on the board of directors for the Virginia Association on Aging. She assisted in drafting the National Handbook on Laws and Programs Affecting Senior Citizens, and was awarded the title of “Virginia’s Ambassador for the Aging” by the Virginia Department for the Aging. Currently, Lora serves on the board of directors for the Jefferson Lifelong Learning Institute and is a board member for Daily Living Center, Inc.

As the 2002-2003 Fellow, Ms. Hamp designed an elder law clinic model, which will be implemented as the Advocacy Clinic for the Elderly (ACE) at the University of Virginia School of Law in the fall of 2003 with funding from the Jessie Ball duPont Fund. Ms. Hamp will serve as the ACE Clinic Coordinator. Additionally, she assisted in developing the curriculum for an elder law seminar that was taught at the law school in the spring of 2003. Working with colleagues from the fields of law and medicine, she studied various aspects of elder mistreatment and self-neglect.

Mary Jane Ciccarello, who will continue as a part-time Borchard Center Fellow for 2003-04, has left her position as the Legal Services Developer for the Utah State Division of Aging and Adult Services to open Henry & Ciccarello, where she will specialize in elder law. Ms. Ciccarello has worked as a staff attorney with the Legal Aid Society of Salt Lake and Utah Legal Services. She teaches an elder law seminar at the S.J. Quinney College of Law at the University of Utah. The Utah State Bar named her the distinguished pro bono lawyer of 1997. She is a member of NAELA and the Needs of the Elderly Committee of the Utah State Bar. In addition, as the 2002-03 part-time Borchard Fellow, she organized and attended various conferences, participated in the selection process for the Academic Research Grants and the Borchard Fellow, authored articles on elder law subjects and presented on various aspects of elder law in public education and continuing legal education forums.

Elizabeth J. Mustard was the Borchard Fellow in 2000-2001 and Elizabeth R. Calhoun served as the first Borchard Fellow in 1999-2000. Both are graduates of the University of Georgia School of Law. Ms. Mustard currently is a Borchard Foundation Center Research Associate, has taught a Law, Public Policy and Aging seminar at the University of Georgia School of Law and will be a visiting faculty member at Mercer University School of Law in the Spring, 2004.

Senior Law Volunteer Project (SLVP). The Borchard Foundation Center, the Harold Burton Foundation and Utah Legal Services are the primary co-sponsors of a legal services program in Utah for persons of modest means age sixty and over who need assistance with estate planning, guardianship, advance directives and real property transfers. The legal services are performed principally by volunteer lawyers. Since inception, the Project has assisted more than a thousand elderly clients and is part of the new Community Legal Center.

Summer Internships. The Borchard Foundation Center annually funds four law student summer internships in elder law -- at the American Bar Association Commission on Legal Problems of the Elderly in Washington, D.C., the Utah Senior Lawyer Volunteer Project, and the National Senior Citizens Law Center offices in both Washington, D.C. and Los Angeles.

Conference Sponsorship.

Borchard Conference 2000. The Borchard Foundation Center served as the convener, organizer and primary sponsor for a national conference on legal and ethical issues in the progression of dementia held November 29 - December 2, 2000 in Athens, Georgia. Multi-disciplinary experts invited to be part of this unique conference collaborated to produce a set of recommendations and articles addressing the legal and ethical dilemmas presented by the progression of dementia. Conference co-sponsors included the ABA Commission on Legal Problems of the Elderly, the Alzheimer's Association, the National Academy of Elder Lawyers, and the University of Georgia School of Law. Conference papers and recommendations were published in 35 Georgia Law Review, No. 2, Winter 2001.

Wingspan 2001. The Second National Guardianship Conference known as Wingspan convened at Stetson University College of Law on November 30 - December 1, 2001, more than a decade after Wingspread. By invitation only, Wingspan gathered a multi-disciplinary group of experts to collaborate in writings and in workshops on the extent of and recommendations for further guardianship reform. Stetson University College of Law was the primary academic sponsor with co-sponsorship provided by the Borchard Foundation Center, the ABA Commission on Legal Problems of the Elderly, the National College of Probate Judges, the Supervisory Council of the ABA Section on Real Property Probate and Trust, the National Guardianship Association, the Center for Medicare Advocacy, the Arc of the United States and the Center for Social Gerontology. Commissioned papers and conference recommendations were published in XXXI 2002 Stetson Law Review (2003).

Vulnerable Adult Financial Abuse Conference 2003. On April 25, 2003, the Borchard Foundation Center co-sponsored a day-long conference on vulnerable adult financial abuse with the S.J. Quinney College of Law and Utah Adult Protective Services. The participants, which included lawyers, judges, law enforcement and adult protective services, examined the financial abuse and exploitation of vulnerable adults in Utah, focusing on the extent of the problem and exploring viable remedies.

ATTACHMENT A
SHARPE-BORCHARD FOUNDATION CENTER 1999
PARTNERSHIPS IN LAW AND AGING MINI-GRANTS

South Texas Project
Oficina Legal del Pueblo Unido, Inc.
P.O. Box 288
San Juan, TX 78589
Collaborate with community organizations to provide education and legal services to elderly colonia residents. (A colonia is an unincorporated village along the border with Mexico that emerged as a result of the shortage of low-income housing and unregulated development).

Legal Services of Northern Virginia
6400 Arlington Blvd., #640
Falls Church, VA 22042
Create, produce, and print an Assisted Living Guide, which will provide information on long-term care options to the growing elderly community in Northern Virginia.

Greater Boston Legal Services
197 Friend Street
Boston, MA 02114
The Hidden Elders Project will hire a bilingual elder who is a member of the target community to serve as a lay advocate to conduct targeted outreach and education to elders who are in need of assistance, but who are isolated by language, cultural or physical barriers, to help them to gain access to the vital legal services provided by GBLS' Elderly Unity and GBLS Medicare Advocacy Project.

Coalition of Wisconsin Aging Groups
Elder Law Center
5900 Monona Drive, Ste. 400
Madison, WI 53716
Project will make Wisconsin-specific the ABA's Recommended Guidelines for State Courts Handling Cases Involving Elder Abuse, conduct two regional trainings for judges, law enforcement and others, and organize and conduct two county-specific multi-disciplinary trainings and follow-up planning to develop plans and protocols for consumer and professional education, coordination and case-handling.

Connecticut Legal Services, inc.
872 Main Street
P.O. Box 258
Willimantic, CT 06226-0258
Develop and maintain web site to make comprehensive information regarding elder law, government programs and sources of legal assistance available via the Internet. Promotional activities will include targeted publicity through the senior network, including senior and adult day care centers, libraries, courts, retirement communities and health care providers.

Center for Advocacy for the Rights and Interests of the Elderly (CARIE)
1315 Walnut St., Ste. 1000
Philadelphia, PA 19107
Build a coalition of experts from the aging, advocacy, disability, and legal networks to assist long-term care staff to identify complex ethical issues, to provide tools for analysis, and to make recommendations in order to achieve the best moral outcome for long-term care residents. Help nursing homes, personal care and assisted living facilities create and train their own multi-disciplinary ethics committees, and to create and train a regional volunteer committee to which facilities without their own committee can turn for assistance.

The Legal Aid Society of Hawaii
75-5656 Kuakini Hwy., Ste. 203
Kailua-Kona, HI 96740
Develop a pro se uncontested guardianship clinic to be held quarterly on the Island. An attorney and paralegal will lead each clinic, teaching caregivers and family members how to fill out, serve and file the necessary court forms to become a legal guardian for an incompetent person. Cases will be screened to ensure that potentially contested cases are referred out.

State Bar of Georgia, YLD
Elder Law Committee
P.O. Box 71254
Marietta, GA 30007-1254
Develop and distribute resource materials about elder abuse to Domestic Violence Shelters. Task Forces and other involved in domestic violence. Training, using the materials, at conferences and workshops.

Orange County Council on Aging
1971 East Fourth St., Ste. 200
Santa Ana, CA 92705-3917
Education to enhance the abilities of professionals to identify, intervene and resolve elder abuse problems and protect seniors.

Minnesota Legal Services Coalition
46 E. 4th Street, Ste. 726
St. Paul, MN 55101
Minnesota Legal Services Coalition (a state support center, which among other things, coordinates the Seniors Task Force) will collaborate with legal services programs, state bar volunteer lawyers program, Minnesota Justice Foundation (which operates a law student pro-bono program for the state's three law schools) and others to conduct two statewide trainings; one on advance health care directives under the new Minnesota law adopted in 1998, and the other on Medicare+Choice. The trainings would be used to stimulate more pro-bono involvement of lawyers and law students around elder law issues.

Oregon Legal Services
203 N.E. St., Ste. A
Hillsboro, OR 971124
Seek out and inform elderly immigrants about the requirements for becoming U.S. citizens and will assist with citizenship applications.

SHARPE-BORCHARD FOUNDATION CENTER 2000
PARTNERSHIPS IN LAW AND AGING MINI-GRANTS

018
West Virginia Senior Legal Aid, Inc.
1988 Listravia Avenue
Morgantown, WV 26505
Cathy McConnell, Executive Director

• Develop handbook for professionals on legal capacity standards for decision making as they relate to guardianship, conservatorship, DPA and advance directives.
• Partners: LTC Ombudsman, Legal Services, Alzheimer's Association.
  

021
Legal Aid Bureau, Inc.
500 E. Lexington St.
Baltimore, MD 21202
Wilhelm H. Joseph, Jr., Executive Director

• Provide education and training to small assisted living facilities throughout the state on new Maryland assisted living regulations, to promote quality, affordable, facilities.
• Partners: UM School of Law, Maryland Assisted Living Association, Gerontological Nursing Ventures.
  

022
Legal Services of Eastern Oklahoma, Inc.
217 South Choctaw
Bartlesville, OK 74003
Ralph Huchteman, Managing Attorney

• Establish a 2-day per week, five county Elder Law Hotline (800 number); train hotline "facilitator" in elder law issues and intake for more in-depth legal assistance; develop elder law community education materials for Washington County with the county bar association.
• Partners: county bar association.

023
Volunteer Lawyers Project of the Boston Bar Association
29 Temple Place
Boston, MA 02111
Meg Connolly, Executive Director

• Recruit and train pro bono attorneys to provide community legal education and outreach, including written (English and Spanish) consumer informational sessions on legal issues of home ownership, and to handle foreclosure cases for low-income elderly homeowners in Greater Boston.
• Partners: National Consumer Law Center, bar association, community groups, housing advocates.

026
Legal Aid Society of Minneapolis
430 First Avenue North, Suite 300
Minneapolis, MN 55401
Paul Lindberg, Development Associate, Laurie Hanson, Managing Attorney

• Support volunteer coordinator for senior attorney volunteer project, through which retired attorneys do intake, individual casework, and mediation (and possibly mediation in the future).
• Partners: LTC Ombudsman, Kinship Caregivers Association, Youth Law Project.

028
Multi-Cultural Legal Center
1588 South Major St., Ste. 100
Salt Lake City, UT 84115
Sherrie Hayashi, Executive Director

• Foster collaboration among community organizations, adult protective services and legal services to target outreach on abuse, neglect and exploitation to elderly Utah residents with language and cultural barriers.
• Partners: APS, community organizations, legal services.

031
Susquehanna Legal Services
329 Market Street
Williamsport, PA 17701
Farida Zaid, Executive Director

• Design and implement an elder mediation project in a rural community to increase access to dispute resolution options.
• Partners: area agency on aging, community center, mediation center.

035
Senior Citizen Judicare Project
1101 Market St., 11th Floor
Philadelphia, PA 19107
Karen C. Buck, Executive Director

• Legal representation, advice, information and referral services to low-income senior Hispanic community at a community clinic; community education and outreach in Spanish at community, family and senior centers; training on legal issues to professionals working with Hispanic elderly.
• Partners: senior center, bar association.

039
Legal Aid Services of Oregon
230 N.E. Second Ave., Ste. A
Hillsboro, OR 97124
Leslea S. Smith, Regional Director

• Legal Advice for North Coast Elders (LANCE), a dedicated senior legal phone line for older residents of two rural counties; provide information, advice, brief services including document reviews and letters; offer community education forums, recruit pro bono attorneys to whom cases can be referred.
• Partners: area agency on aging, state bar elder law section, state office on aging.
  
  
  

SHARPE-BORCHARD FOUNDATION CENTER 2001
PARTNERSHIPS IN LAW AND AGING MINI-GRANTS

Riverside County Dept. of Community Action Dispute Resolution Center
Riverside, California
Contact: Maria Y. Juarez, Deputy Director

• Seniors Community Outreach Recruitment and Training Program for Riverside County (Seniors CORT)
• Expand awareness of and knowledge about dispute resolution through senior community, and address disputes involving older persons.
• Partners: Office on Aging, twelve senior centers, and other entities working with seniors.
• Status: Conducted two 25-hour training sessions, 12 seniors trained, 11 volunteering as mediators, 62 seniors served; outreach to more than 300 seniors, articles, brochures. No problems.
  

Legal Services of Eastern Missouri
St. Louis, Missouri
Contact: Jeanne Philips-Roth, Project Director

• Homebound Elderly Outreach Project
• Recruit, train, monitor and support volunteer attorneys and clinical law students to provide legal services (primarily wills, powers of attorney, advance directives) to socially and economically needy, homebound, elderly population in St. Louis.
• Partners: St. Louis Area Agency on Aging, Bar Association of Metropolitan St. Louis, Young Lawyers Division and the Elder Law Committee, Greater St. Louis Legal Secretaries Association, St. Louis University School of Law Clinic.
• Status: Outreach to service providers; recruited volunteers -- traditional pro bono volunteers as well as two retired lawyers and some law students; began development of materials for use by volunteers; outreach to potential clients through distribution of brochures, presentation on local television program and article in senior newsletter; handled 11 cases to date.

Senior Legal Services Project
San Luis Obispo, California
Contact: Angie King, Project Director

• Latino Elders Outreach Project
• Target Spanish-speaking elders in rural areas of San Luis Obispo County, to make them aware of services available to them, to explain legal aspects of problems, and to provide legal assistance where needed.
• Partners: Title III-B legal services provider, Senior Nutrition Program, Latino Elders Roundtable.
• Status: Title III-B legal services provider participates in roundtables; participants initially cautious but now asking questions, requesting information on issues of concern; sponsorship of Mesas Redondas transferred from Senior Nutrition Program to LifeSteps Foundation, which provides other socialization programs and has hired an outreach worker for the Roundtables.

King County Bar Association
Seattle, Washington
Contact: Elizabeth A. Fiattarone

• Neighborhood Wills Clinic Outreach Project
• Provide information about and drafting of wills for elderly people of modest means in their own neighborhoods.
• Partners: Estate planning attorneys, National Academy of Elder Law Attorneys chapter, King County Bar Association Foundation, other local bar associations (women and minority), state bar association section on real property and probate, various community-based organizations, Leave-A-Legacy of Western Washington.
• Status: No written report yet. Phone report -- one community education clinic completed; has been approached by a Native American organization interested in program for elders, which will raise very interesting estate planning/cultural issues.

Virginia Elder Rights Coalition
Richmond, VA
Contact: Harris Spindle, Gail Shirley

• Virginia Elder Rights Education Project
• Develop website and Elder Rights Notebook (Virginia-specific handbook of information on elder rights, e.g., elder abuse, guardianship, health and financial affairs management, caregiver issues, tax laws, LTC Ombudsman program, insurance and public benefits, housing, grandparent issues). Train aging and legal professionals and volunteers to present educational programs using the notebook.
• Partners: Coalition of 150 affiliates includes Virginia Association of Area Agencies on Aging, Virginia Poverty Law Center, Virginia Commonwealth University School of Social Work.
• Status: Project development has paralleled/been coordinated with formalization of Elder Rights Coalition; website development is under way; working draft of topics prepared. Seeking permission to modify project to eliminate notebook and focus attention on website.

New Hampshire Legal Assistance
Manchester, New Hampshire
Contact: Velma McClure, Interim Director, Senior Citizens Project

• Web Page and Elder Service Provider Education
• Develop a Senior Citizens Law Project web page and subsequent legal rights training for service providers and elder rights advocates across the state.
• Partners: ServiceLink, a network of community services throughout the state.
• Status: Website up and running at http://www.nhla.org, materials still being added, includes a question of the week, links, resources; planning under way for six regional training sessions for advocates, to begin October 2001.

Dakota Plains Legal Services
Mission, South Dakota
Contact: John Duffy, Equal Justice Fellow

• Lakota Elders and Traditional Peacemaker Courts
• Train (or retrain) community elders in traditional Lakota roles of peacemaking, arbitration, community leadership and mediation, to enable them to resolve disputes in select areas of law, e.g., family disputes and vandalism; host a traditional law symposium and training in traditional adjudication for tribal elders; establish pilot peacemaker "court."
• Partners: Sinte Gleska University, Lakota Studies Department, National Association of Public Interest Law.
• Status: Project director on paternity leave, submitted e-mail report. Preparations underway for full day Elder Legal Symposium on October 25 on Rosebud Reservation, which will include morning session with speakers on traditional adjudication and current methods of dispute resolution, followed by lunch and a modern mediation skills training. Second stage will be recruitment of volunteers from among those who attended symposium, who will be trained in more advanced mediation skills.

Urban Justice Center
New York, New York
Contact: Raymond Brescia, Project Director

• Harlem Law and Psychiatric Outreach Project
• Law students and other interdisciplinary teams will provide holistic services to patients of Harlem Hospital geriatric psychiatry outpatient unit on legal issues (Social Security and Medicare, Medicaid, evictions, guardianships, living wills and estate matters).
• Partners: The Urban Justice Center, The Mental Health Project, Columbia Law School Center for Public Interest Law, Harlem Hospital.
• Status: Project start-up delayed to conform to academic calendar; referral system developed; UJC has provided information to hospital staff on following legal issues to date: evictions, welfare, elder abuse, access to supportive housing; focus will be on unsafe and unsanitary housing, identified by hospital staff as one of most pressing needs; patient housing survey developed for use by hospital staff to identify issues and patients in needs of assistance; six law students recruited, being trained to represent patients.

Alabama State Bar Volunteer Lawyers Program
Montgomery, Alabama
Contact: Linda L. Lund, Director

• Elder Law Community Legal Education
• Develop a model and present community legal education programs on elder law issues for older individuals, and provide follow-up legal counseling on site to participants with incomes at 125% or below the poverty level.
• Partners: Alabama State Bar, Legal Services of Montgomery, Legal Services of South Alabama, Legal Services of Huntsville.
• Status: First of four programs held in July; written materials on advance planning and estates prepared and distributed; presenters included two elder law attorneys from one of the two elder law firms in the state, plus an estates and trusts practitioner; very successful, much discussion; four cases assigned to volunteer lawyers through state bar VLP; other programs scheduled for fall and winter.

Community Legal Aid Services
Akron, Ohio
Contact: Sara E. Strattan, Executive Director

• Tips to Avoid Financial Scams
• Produce and disseminate videotape and accompanying written material, with a focus on predatory lending, for use by seniors at home and by lawyers conducting community education.
• Partners: Community Legal Aid, Area Agency on Aging; Catholic Charities.
• Status: Video script and taping complete; final video scheduled for completion in mid-October; meeting with social services groups to play next step -- distribution.
  
  
  

SHARPE-BORCHARD FOUNDATION CENTER 2002
PARTNERSHIPS IN LAW AND AGING MINI-GRANTS

End of Life Partnership of Western Pennsylvania, Inc. (Pennsylvania)
Contact: Denise Stahl

• "Take Charge of Your Life" Campaign
• Educate seniors about end of life care options, importance of discussing preferences with loved ones, and practical aspects of putting one's wishes in documented legalized format.
• Partners: Allegheny County Bar Association, Highmark Blue Cross/Blue Shield, AARP, Penn State Cooperative Group.

Neighborhood Legal Services, Inc. (Massachusetts)
Contact: John Ford

• Demystifying Medical Guardianships for Massachusetts Elders
• Develop guide for use by lay advocates, family members and nursing home administrators on process to secure medicaid reimbursed medical guardianships for Massachusetts Elders.
• Partners: Ombudsman, Alzheimer's Association, NAELA Chapter, U. Mass. Boston Institute of Gerontology.

Wyoming Legal Service (Wyoming)
Contact: Janet Millard

• Senior Advance Planning and Guardianship Project
• Coordinate and improve delivery of legal assistance to low-income seniors in guardianship matters.
• Partners: State Bar Association; Ombudsman; Wyoming Guardianship Corp.; WY Dept. of Health and Family Services.

DSC - Community Mediation Center (Virginia)
Contact: Bob Glover

• Reaching Higher Ground: A Community Collaboration
• Build capacity in older adult community to resolve conflicts and develop an intervention strategy to alert seniors to benefits of mediation.
• Partners: Senior Services of Southeastern Virginia; City of Norfolk Dept. of Human Services; Portsmouth Dept. of Social Services; United Way of South Hampton Roads.

Legal Aid of Arkansas/Arkansas Volunteer Lawyers for the Elderly (Arkansas)
Contact: Mona Teague, Catherine Edwards

• Promoting Legal Awareness for Older Arkansans
• Develop training and information tool for use by local media, churches and other interested parties to enhance consumer recognition of legal problems and resources.
• Partners: White River Area Agency on Aging; Blackwood Martin, Cranford, Johson, Robinson & Woods; Ozark Film and Video; The Agency, Inc.; Arkansas State University Department of Journalism; AK Statewide Pro Bono Task Force; AK Dept. of Human Services, Division of Aging and Adult Services.

Legal Aid Society of San Mateo County (California)
Contact: M. Stacey Hawver

• Caregiver Legal Assistance Network
• Recruit private attorneys to provide legal services to grandparents and other relatives over 60 who are raising minor children.
• Partners: San Mateo County Commission on Aging, Edgewood Center for Children and Families, San Mateo County Bar Association.

Western Massachusetts Legal Services, Inc. (Massachusetts)
Contact: Jonathan Lees

• Spotlight on Advocacy for Elders Project (SAFE)
• Produce two town meeting-style forums on elder legal issues filmed live at the Western Massachusetts Public TV station, to be broadcasted and replayed.
• Partners: WGBY Public Television, Area Councils on Aging, Massachusetts Attorney General's Office/Elder Protection Project, Hampden Cty. Bar Association.

Three T's, Inc. (Arizona)
Contact: Claudeen Bates Arthur

• Dine Elder Protection Ace Review and Amendments
• Collaborate with elders at 5 senior centers on the Navajo National to review and suggest changes to current elder protection laws.
• Partners: Navajo Nation Agency on Aging, Navajo Nation Office of the Prosecutor, Navajo Nation Bar Association, Five Navajo Senior Centers.

Marion-Polk Legal Aid Services, Inc. (Oregon)
Contact: Carla Mikkelson

• Expanding ELVIS
• Recruit volunteer emeritus attorneys to provide community education and direct services to clients at a clinic in Keizer, Oregon.
• Partners: Mid-Willamette Valley Senior Services Agency; Marion Cty. Bar Association.

Senior Legal Hotlines/Legal Services of Northern California (California)
Contact: David L. Mandel

• Developing Multicultural/Multilingual Capacity to Provide Legal Asisistance to Northern California Seniors
• Recruit corps of bilingual translators to assist Senior Legal Hotline in conducting outreach to seniors who do not speak or understand English; educate translators on elder law issues.
• Partners: Asian Pacific Community Counseling Center.

SHARPE-BORCHARD FOUNDATION CENTER 2003
PARTNERSHIPS IN LAW AND AGING MINI-GRANTS

CONNECTICUT LEGAL SERVICES, INC.
62 Washington Street
Middletown, CT 06457
Project Director: Kevin Brophy
Contact: Mimi Peck-Llewellyn, Legal Services Developer, Connecticut Dept. of Social Services, 25 Sigourney Street, Hartford, CT 06106

Regional Kinship Care Legal Issues Seminars for Professionals
Convene quarterly educational seminars on kinship care legal issues in four regions of state for attorneys, social workers, court and state agency personnel; distribute informational materials. Seminars hosted by regional area agency on aging and located at institution of higher education.

Partners: Kinship Care Legal Issues Task Force; area agencies on aging; Medical Legal Partnership Project of Connecticut Children’s Medical Center; Greater Hartford Legal Aid; Probate Courts; Connecticut Bar Association Children’s Law Section.

DISPUTE RESOLUTION CENTER OF YAKIMA AND KITTITAS COUNTIES
1106 B. West Lincoln Avenue
Yakima, WA 98902
Project Director: Bev Goodman
Contact : same

Senior Mediation Program
Use faciliative mediation to assist seniors in rural, culturally diverse area with disputes related to landlord/tenant, neighborhood, caregiver, etc.

Partners: Office of Aging and Long-Term Care, Family Caregiver Program and Information and Assistance.

MIDWEST BIOETHICS CENTER
1021-1025 Jefferson Street
Kansas City, MO 64105-1329
Project Director: Don Reynolds
Contact: same

Kansas City Regional Long-Term Care Ethics Committee
Recruit, organize, train and make available to all long-term care providers in seven counties in Kansas and Missouri that comprise greater Kansas City, a model multidisciplinary ethics committee to address end-of-life issues of seriously ill and dying residents.

Partners: Kansas City Regional Long-Term Care Consortium, Missouri Long-Term Care Ombudsman Program; LIFE Project of Kansas.

VERMONT BAR ASSOCIATION
35-37 Court Street, PO Box 100
Montpelier Vermont 05601-0100
Project Director: Kevin Ryan
Contact: Brian Sawyer, Vermont Legal Aid, 56 Main St., Ste. 301, Springfield, VT 05156

Taking Control to Plan for Future Financial Decisions
Create booklet and outreach forums to educate seniors, professionals and other consumers about the impact of new state laws that protect older persons from financial abuse and improve financial decision-making.

Partners: Vermont Legal Aid, AARP, Attorney General’s Office, Dept. of Aging and Disabilities, Community of Vermont Elders; Alzheimer’s Associaiton of Vermont and New Hampshire.

PRAIRIE STATE LEGAL SERVICES, INC.
975 N. Main Street
Rockford, IL 61103
Project Director: David Wolowitz
Contact: Gail Walsh

Elder Law Education Initiative
Provide educational programs targeted to private attorneys to encourage increased pro bono services to seniors, for social service providers to faciliate early identification of legal issues for elderly, and for senior citizens to prevent legal problems caused by high medical costs and predatory lending practices.

Partners: Illinois State Bar Association Elder Law Committee.

INSTITUTE ON AGING - CONSORTIUM FOR ELDER ABUSE PREVENTION
3330 Geary Blvd.
San Francisco, CA 94118
Project Director: Mary Twomey
Contact: same

Predatory Lending Prevention Collaboration
Use pro bono attys to provide advice and consultant to low-income seniors at three day-long legal clinics; create consumer education materials; train social service professionals.

Partners: Bar Association of San Francisco Volnunteer Legal Services Program; Department of Aging Adult Protective Services and Senior Information and Referral; Consortium for Elder Abuse Prevention.

SENIORLAW CENTER
100 South Broad St., Ste. 1810
Philadelphia, PA 19110
Project Director: Karen C. Buck
Contact: same

Pro Bono Internet Matching Project for Vulnerable Elders
Use internet technology to provide much-needed legal services and education to poor elders by matching clients with interested volunteers through listserve postings of pro bono opportunities, on-line volunteer registration and email communications.

Partners: Philadelphia Bar Association Section on Probate and Trust Law Public Servie Committee; area law firms.

NEEDS OF THE ELDERLY COMMITTEE, UTAH STATE BAR
Utah Law & Justice Center
645 South 200 East
Salt Lake City, UT 84111
Project Director: Mary Jane Ciccarello
Contact: same

Senior Law Help
Pro bono program to train volunteer lawyers on elder law basics and aging network resources; conduct legal consultations with seniors at senior centers and senior housing units; publish in hard copy and on the internet an elder law manual for advocates and consumers.

Partners: Utah State Bar; Salt Lake County Aging Services; University of Utah Quinney Law School Pro Bono Initiative.

NEW HAMPSHIRE LEGAL ASSISTANCE
PO Box 778
Portsmouth, NH 03802-0778
Project Director: Judith Jones
Contact: same

Long Term Care Education
Trainings and educational material specifically targeted to increase statewide awareness about the legal rights of individuals receiving long term care and those making long term care choices.

Partners: New Hampshire Bar Association; State of New Hampshire Long-Term Care Ombudsman Program.

ATTACHMENT B

1999 BORCHARD FOUNDATION CENTER
ACADEMIC RESEARCH GRANTS

1. GRANTEE: Professor Rebecca Dresser
   TITLE: Professor of Law
   SCHOOL: Washington University
   CENTER: School of Law and Center of Biomedical Ethics

   QUALIFICATIONS OF PI: B.A., Psychology and Sociology, Indiana University (1973);
   M.S., Education, Indiana University (1975); J.D., Harvard Law School (1980).
   
   PROPOSAL: Advance Directives in Dementia Research
   She established elements of an informed advanced consent form for dementia research and recommended safeguards for the mentally incapacitated subject during participation in research.

2. GRANTEE: Barbara Noah, Esq. and Professor David B. Brushwood
   TITLE: Professor of Law Professor of Pharmacy Health Care Administration
   SCHOOL: University of Florida
   CENTER: Center for Governmental Responsibility
   College of Pharmacy, College of Law

   QUALIFICATIONS OF PI: Barbara Noah, Esq.: B.A. (Phi Beta Kappa) Union College (1987); J.D., Harvard Law School (1990).
   David B. Brushwood: B.A., History (1970); B.S., Pharmacy (1975); J.D., University of Kansas (1981).

   PROPOSAL: Predicting and Preventing Unexpected Adverse Drug Reactions by Elderly Patients.
   
   An evaluation of the effectiveness of existing clinical trial requirements in predicting adverse drug reactions. Developed an approach for the identification and prevention of adverse drug reactions in the elderly that reflects the emerging responsibilities of pharmacists and other health care providers.
   
   
3. GRANTEE: Donna S. Harkness, Esq.
   TITLE: Managing Attorney, Clinical Instructor
   SCHOOL: University of Memphis
   CENTER: Elder Law Clinic
   
   QUALIFICATIONS OF PI: B.A., Philosophy, University of Memphis (1975); J.D., Vanderbilt University School of Law (1980).
   
   PROPOSAL: Exploration and Development of New Approaches to Prevention of Predatory Home Mortgage Lending Practices that Victimize Elderly Homeowners.
   
   Project aimed to complement already existing efforts to resolve problems with predatory home equity lending tactics used primarily against the elderly, low-income and largely minority homeowner population served by Memphis Area Legal Services. She advocates legally mandated pre-loan counseling of prospective borrowers by FHA certified counselors and more effective enforcement of existing consumer laws.
   
   
4. GRANTEE: Professor Adam D. Shapiro, Ph.D.
   TITLE: Assistant Professor
   SCHOOL: University of North Florida
   CENTER: Department of Sociology, Anthropology & Criminal Justice
   
   QUALIFICATIONS FOR PI: B.A. (Phi Beta Kappa), University of Florida (1990); M.A., Sociology, University of Texas (1993); Ph.D., Sociology, University of Texas (1996)
   
   PROPOSAL: Estimate the Impact of a New Early Intervention Social Services Program on the Quality of Life for Poor Elderly Citizens.
   
   Continuation of earlier project. Research testing of a new program designed to enhance the quality of life for the poor and disabled elderly in Florida by delivering needed core services earlier. The data analysis clearly demonstrated that earlier delivery of services improves health and overall quality of life for the elderly. The PI plans to now test the new program in other states.
   
   
5. GRANTEE: Professor Pamela B. Teaster, Ph.D. and
   Dr. Karen A. Roberto, Ph.D.
   TITLE: Assistant Professor Director and Professor
   SCHOOL: Virginia Polytechnic Institute & State University
   CENTER: Center for Gerontology

   QUALIFICATIONS OF PI: Dr. Pamela B. Teaster: B.S., English Education, University of Tennessee (1980); M.A., Speech and Theater, University of Tennessee (1982); Ph.D., Public Administration and Public Affairs, Virginia Tech (1997).
   Dr. Karen A. Roberto: B.A., Psychology, Indiana University of Pennsylvania (1970); M.S., Human Development, Texas Tech University (1981); Ph.D., Human Development, Texas Tech University (1984).

   PROPOSAL: Filling the Need: A Comparative Study of Rural and Urban Programs of Public Guardianship.

   Examined and compared outcomes of a rural model of public guardianship with the urban model.
   
   
   
   

2000 BORCHARD FOUNDATION CENTER
ACADEMIC RESEARCH GRANTS

1. GRANTEE: Dr. Perry Edelman, Ph.D.
   TITLE: Assistant Professor of Research
   SCHOOL: Northwestern University
   CENTER: Institute for Health Services Research & Policy Studies

   QUALIFICATIONS OF PI: B.A., Psychology, State University of New York at Stony Brook (1974); M.A. (1982); Ph.D., Psychology (1986), Loyola University of Chicago.

   PROPOSAL: Maximizing Quality of Life in Assisted Living for People With Alzheimer's Disease.

   He plans to review state laws and best practices and survey administrators and others to determine to what extent quality of life issues are being addressed for Alzheimer's patients in assisted living facilities; improvements in laws and practices will be recommended.

2. GRANTEE: Dr. Kevin D. Frick, Ph.D.
   TITLE: Assistant Professor
   SCHOOL: Johns Hopkins University, Department of Economics and School of Hygiene and Public Health

   QUALIFICATIONS OF PI: B.S., Health Policy and Administration, Penn State University (1991); M.A., Economics, University of Michigan (1994); Ph.D., Economics and Health Services Organization and Policy, University of Michigan (1996).

   PROPOSAL: The Political Economy of the Experience Corps

   He will conduct a cost-benefit analysis of the Experience Corps volunteer program for older individuals in elementary school classrooms, looking at the impact on both the older adults and the students.

3. GRANTEE: Alison E. Hirschel, Esq.
   TITLE: Adjunct Professor Law and Attorney at Michigan Poverty Law Program
   SCHOOL: University of Michigan

   QUALIFICATIONS OF PI: B.A., English and History, University of Michigan (1981); J.D., Yale Law School (1984)

   PROPOSAL: Predicting Nursing Home Closures: A Study of Troubled Nursing Homes.

   She will use both statistical and qualitative measures to determine what factors are the most likely predictors that a troubled nursing home will fail and what interventions are most likely to save at-risk homes.

4. GRANTEE: Anne J. Kisor, Ph.D.
   TITLE: Faculty, School of Social Work
   SCHOOL: Virginia Commonwealth University

   QUALIFICATIONS OF PI: B.A., Political Science, University of Michigan (1982); M.S.W., University of Pennsylvania (1988); Ph.D., Social Policy and Gerontology, Virginia Commonwealth University (1996).

   PROPOSAL: Older Homeless Women and Their Social Services Experiences and Needs.

   She will study older homeless women in Virginia and will develop their profile and the nature and results of their social services encounters. She will recommend improved and/or new programs for homeless older women.

5. GRANTEE: Claudia Martin, Esq. and Diego Rodriquez-Pinzon, Esq.
   TITLE: Project Co-Directors, Center for Human Rights and Humanitarian Law
   SCHOOL: Washington College of Law, American University

   QUALIFICATIONS OF PI: Claudia Martin: J.D., Universidad de Buenos Aires; LL.M., Washington College of Law, American University.
   Diego Rodriquez-Pinzon: J.D., Universidad de Los Andes (1989); LL.M., (1994); S.J.D. (2000), Washington College of Law, American University.

   PROPOSAL: Current International Legal Status of Elderly Rights.

   They will analyze the current status of elderly rights under international law and make recommendations for protecting and expanding elderly rights.
   
   
   

2001 BORCHARD FOUNDATION CENTER
ACADEMIC RESEARCH GRANTS

1. GRANTEE: Eleanor Crosby and Rose Nathan
   TITLE: Managing Attorney, Georgia Senior Legal Hotline, Atlanta Legal Aid Society Policy Analyst, Office on Smoking and Health, Centers for Disease Control and Prevention
   CENTER: Elder Law Committee of the State Bar of Georgia

   QUALIFICATIONS OF PI: Eleanor Crosby: B.A., Vassar College (1980); M.A., University of Georgia (1983); J.D., Emory University School of Law (1986).
   Rose Nathan: B.A., Emory University (1979); J.D., George Washington University (1983); M.P.H., Emory University School of Public Health (1994).

   PROPOSAL: Adult Guardianship in Georgia.

   Conduct a follow-up survey on adult guardianship cases in Georgia to compare results with previous survey to determine whether interventions have made a difference.

2. GRANTEE: Madonna Harrington Meyer
   TITLE: Associate Professor, Department of Psychology, Syracuse University; Senior Research Associate, Center for Policy Research, The Maxwell School, Syracuse University; Director, University Gerontology Center, Syracuse University

   QUALIFICATIONS OF PI: B.A., Hamline University (1981); M.A., University of Minnesota (1987); Ph.D., Florida State University (1991).

   PROPOSAL: Feasibility of a National Medicaid Equalization Law.

   Study the passage and impact of the Minnesota Equalization Law on access to nursing homes among Medicaid recipients and assess the feasibility of using it as a model for national legislation.

3. GRANTEE: Diane E. Hoffman
   TITLE: Associate Dean for Faculty and External Affairs; Professor of Law & Director, Law & Health Care Program
   SCHOOL: University of Maryland School of Law

   QUALIFICATIONS OF PI: B.A., Knox College (1984); B.S.N., Rush University (1986); M.S, University of Maryland (1995); Ph.D., University of Maryland (1998).

   PROPOSAL: Impact of Office of Inspector General Fraud Alerts on Use of Hospice by Nursing Homes.

   Survey of all hospice providers in Maryland to determine contractual relationships between hospices and nursing homes over past 5 years; survey of nursing homes in Maryland to determine number of contracts with hospices over the past 5 years.

4. GRANTEE: Elizabeth Capezuti
   TITLE: Associate Director for Nursing Science, Emory Center for Health in Aging
   SCHOOL: Emory University School of Medicine

   QUALIFICATIONS OF PI: B.A., Cornell University (1975); M.D., SUNY Upstate Medical Center (1978); M.S., University of Minnesota (1981).

   PROPOSAL: Medico-Legal Analysis of Bed-Related Fall Injuries Among Hospitalized Older Adults.

   Evaluate the legal liability issues surrounding hospital fall injuries within the context of current industry practices and new federal regulations.
   
   

2002 BORCHARD FOUNDATION CENTER
ACADEMIC RESEARCH GRANTS