Date: November 5th, 2024
Time: 8:15 am – 12:30 PM CST
Location: Dentons’ Chicago Office, 233 South Wacker Drive, Chicago, IL 60606-6361
Event Focus: Our symposium will delve into the critical realm of supporting families in planning for and navigating crises and intricate well-being challenges. From mental health and addiction issues to neurocognitive decline and other special needs, these multifaceted challenges can jeopardize well-being, wealth preservation, and family legacy. Bringing together a diverse group of experts, our objective is to facilitate meaningful conversation and provide valuable insights into effective strategies and resources for navigating these challenges. Join us as we explore how to remain a trusted and effective confidant when families need you most.
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Agenda:
8:15 AM: Registration, Welcome, Light Breakfast
9:00 – 10:00 AM: Session 1: Aging, Dementia, and Family Dynamics
10:00 – 10:15 AM: Coffee Break
10:15 – 10:45 AM: Session 2 (Part I) Planning for and Navigating Special Needs, Mental Health, and Substance Abuse in Family Systems: Strategies for Raising Sensitive Topics with Clients and Family Members
10:45 – 11:30 AM: Session 2 (Part II) Planning for and Navigating Special Needs, Mental Health, and Substance Abuse in Family Systems: Clinical, Legal, and Financial Considerations.
11:30 – 12:30 PM: Screening of Short Film: Success & Struggle, Discussion, Wrap Up
Session 1: Aging, Dementia, and Family Dynamics
Featuring Intent Clinical’s Director of Aging Services, Sam van Kalkeren, and Dentons’ Trusts, Estates and Wealth Preservation Attorneys
Join us for an engaging fireside chat that will delve into the complexities of supporting aging clients and family members and understanding the intricate dynamics within families facing these issues. Focus will be placed on how to best support individuals who are disabled or incapacitated.
Session 2 (Part I): Planning for and Navigating Special Needs, Mental Health, and Substance Abuse in Family Systems: Strategies for Raising Sensitive Topics with Clients and Family Members
Featuring Intent Clinical’s President, Diana Clark
Discover practical approaches for initiating and navigating sensitive conversations with clients and family members, enhancing communication and trust during difficult times. Participants are encouraged to bring their toughest questions and case studies to this session!
Session 2 (Part II): Planning for and Navigating Special Needs, Mental Health, and Substance Abuse in Family Systems: Clinical, Financial, and Trust Administration Considerations
Featuring Intent Clinical’s Vice President of Clinical Operations, Dr. Zachary Faas, Attorney and Trust Administrator, Dan Felix, and Altair Advisers’ Managing Director, Head of Client Education, Anna Nichols
From legal and financial perspectives to clinical and practical considerations, our expert panelists will provide insights into how to effectively address complex challenges with families.
Film Screening: Success and Struggle
Success and Struggle: Living with Bipolar Disorder is an educational film that tells the story of Dr. Leon Rosenberg, a physician, scientist, husband, father, author, and educator. Dr. Rosenberg spent many years coping with bipolar disorder, a mental illness that affects over 5 million people in the United States. Studies show that those with bipolar disorder may have a shorter life if left untreated and unaddressed. Empirical evidence also suggests that those living with illness may display high levels of creativity and leadership. This presents the question: Is this disorder an asset or liability?
Dr. Rosenberg did not have symptoms of his mood disorder until he was twenty-six years old, when he experienced his first episode of clinical depression in the wake of a professional disappointment. In the film, Dr. Leon Rosenberg recounts his experience from that first episode of depression, through a hypomanic episode at the height of his scientific career, and his continuing struggle with periodic bouts of depression. He describes how he sought to mask his mood disorder to hide it from colleagues, friends, and family. We also hear from Dr. Rosenberg’s family as they recount their experiences loving someone with bipolar disorder.