About the Authors. CEB book: California Elder Law Resources, Benefits, and Planning: An Advocate's Guide

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1 CEB book: California Elder Law Resources, Benefits, and Planning: An Advocate's Guide About the Authors MARILYN D. ANTICOUNI has her own practice in Santa Barbara limited to conservatorship, elder law, estate planning, and probate. Ms. Anticouni received her B.A. degree from California State University at Northridge and her J.D. degree from Ventura College of Law in A frequent lecturer on estate planning and probate issues for legal and civic organizations, Ms. Anticouni has served as Judge Pro Tem in the Santa Barbara County Superior Court, court-appointed counsel for proposed conservatees, and chair of the Santa Barbara County Bar s Elder Law Section. She is chair of the Santa Barbara County Assessment Appeals Board and a past president of the Santa Barbara County Bar Association. FAY BLIX has her own practice in Laguna Hills at the Elder Law Center, specializing in elder law, estate planning, probate, and conservatorships. She received her B.A. degree in 1971 from Walla Walla College, her M.A. degree in 1972 from the University of Washington, and her J.D. degree from Western State University College of Law in She was among the first group of attorneys to be certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA) in She was founding chair of the Elder Law Section of the Orange County Bar Association and has served as president of the Southern California Chapter of the National Academy of Elder Law Attorneys. She currently serves on the executive committee of the California Council of the Alzheimer s Association. She speaks extensively on many long-term care issues to both community groups as well as attorneys. She also is a contributing author to CEB s California Durable Powers of Attorney. PRISCILLA CAMP is an Oakland attorney whose practice is limited to elder law. Ms. Camp received her B.S. and M.S. degrees in education from the University of Kansas in 1963 and 1966 and a J.D. degree from Golden Gate University School of Law in She has been Director of Legal Assistance for Seniors, President of Women Lawyers of Alameda County, and Secretary of California Women Lawyers, and is a founding member of the National Academy of Elder Law Attorneys. A frequent speaker to community and professional groups about elder law concerns, Ms. Camp is past chair of the Elder Law Committee of the Alameda County Bar Association s Estate Planning, Trust, and Probate Law Section, vice-chair of the Section s Conservatorship and Guardianship Committee, and chair of the State Bar s Legal Services Trust Fund Commission s Eligibility Review Committee. She is a contributing author to CEB s Action Guide, Capacity and Undue Influence: Assessing, Challenging, and Defending. SUSANNE B. COHEN is an attorney in private practice in Berkeley specializing in conservatorships and trust administration, elder financial abuse litigation, long-term care and estate planning, and probate litigation. She received her B.A. degree from Vassar College and her J.D. from Loyola Law School of Los Angeles. A former legal services attorney specializing in aging and

2 disability issues, she has served as a staff attorney at Legal Assistance for Seniors in Oakland, California Rural Legal Assistance in Modesto, and The Arizona Center for Disability Law. MONICA DELL OSSO is a partner in the Oakland law firm of Burnham & Brown, practicing in the fields of estate planning, trust, and probate law. She earned her B.A. degree in 1971 from Saint Mary-of-the-Woods College, her J.D. degree in 1981 from the University of California, Berkeley, School of Law, and a Ph.D. in history in 1989 from the University of Virginia. A certified specialist in Probate, Estate Planning and Trust Law, Ms. Dell Osso is a past Chair of the Estate Planning, Trust and Probate Law Section of the Alameda County Bar Association and a former member of the Executive Committee of the State Bar s Estate Planning, Trust and Probate Law Section. Ms. Dell Osso is a Fellow of the American College of Trust and Estate Counsel. LENORE ELLEN GERARD a San Francisco attorney practicing in the fields of health care and elder law. She earned her B.A. degree in 1973 from the University of California, Berkeley, and her J.D. degree in 1987 from Golden Gate University School of Law. Ms. Gerard has served as policy scholar at the Institute for Health & Aging (UCSF) and has written and lectured on the federal role in health care. Ms. Gerard has litigated several important class actions to ensure government accountability, quality of care, and fair treatment, most notably as co-counsel in Grijalva v Shalala (D Ariz 1996) 946 F Supp 747, aff d (9th Cir 1998) 152 F3d 1115, aff d, reh g en banc, vacated and remanded (1999) 526 US 1096; 12/4/00 Settlement Order, Civ TUC ACM (D Ariz), involving Medicare managed care, and as co-counsel in Zinman v Shalala (ND Cal 1993) 835 F Supp 1163, aff d (9th Cir 1995) 67 F3d 841, involving Medicare Secondary Payor. BRIDGET K. HOMER is a staff attorney with the Center for Health Care Rights, a nonprofit health care consumer advocacy organization that provides education, technical assistance, and direct services to Medicare beneficiaries and community-based organizations in Los Angeles County. Ms. Homer received her B.A. degree cum laude from the University of Massachusetts, Amherst, and her J.D. degree from Thomas Jefferson School of Law, San Diego. She has been a recipient of a Wiley W. Manuel certificate award for pro bono legal services. CAROL SMALL JIMENEZ is in private practice in Los Alamitos and specializes in health care law. She also serves as Legal Counsel for California Health Advocates (the California HICAP Association), which comprises California s 24 Health Insurance Counseling and Advocacy Programs, consumer advocacy groups that provide education, counseling, and assistance to more than 100,000 individual Californians each year on Medicare, managed care, and related health insurance issues. She earned her B.A. degree from the University of Rochester in 1978 and her J.D. degree from Georgetown University Law Center in Ms. Jimenez has successfully brought numerous law-making cases in the areas of Medicare and managed care and has testified before Congress and spoken nationwide on Medicare and related issues. STEPHANIE K. LEE is a staff attorney with the Center for Health Care Rights (CHCR), a nonprofit health care consumer advocacy organization that provides education, technical assistance, and direct services to Medicare beneficiaries and community-based organizations in Los Angeles County. Before joining CHCR, she worked at the Service Employees International Union conducting research on labor and health policy issues. Ms. Lee earned her B.A. degree from Duke University in 2000 and her J.D. degree from University of California, Los Angeles, School of Law in DAVID A. LIPSCHUTZ is a staff attorney in the Los Angeles office of California Health Advocates (CHA), a Sacramento-based nonprofit organization that provides advocacy and education

3 for California beneficiaries and promotes the work of the state-administered Health Insurance Counseling and Advocacy Program (HICAP). Mr. Lipschutz has been active in policy work surrounding the implementation of the Medicare Part D prescription drug benefit in California, focusing, in particular, on its impact on individuals dually eligible for Medicare and Medi-Cal. In this respect, he has testified before Congress and the state legislature; he is a frequent lecturer and trainer on Medicare issues. Before joining CHA, he worked as a staff attorney at the Center for Health Care Rights, a nonprofit agency that provides direct services to Medicare beneficiaries in Los Angeles County. Mr. Lipschutz earned his B.A. degree from University of California, Santa Cruz, in 1993 and his J.D. degree from University of California, Davis, School of Law in TERRY M. MAGADY is in private practice in Los Angeles and specializes in Medi-Cal and other government benefits planning, conservatorships, and estate planning for people with disabilities. He received his B.A. from Occidental College in 1978, his M.A. in Public Affairs from Princeton University s Woodrow Wilson School of Public & International Affairs in 1981, and his J.D. from the University of Southern California in He is Chairman of the Elder Law Committee of the Beverly Hills Bar Association s Trust & Estates Section. He is a member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys. He formerly served on Los Angeles County s Adult Day Health Care Planning Council and now serves on Los Angeles County s public authority for the In-Home Supportive Services Program. A certified elder law attorney, Mr. Magady has published articles for legal periodicals on both Medi-Cal planning and special needs trusts. He lectures frequently to attorneys and other professionals regarding elder law matters. BETTIE BAKER MARSHALL has her own practice in Campbell (Santa Clara County) limited to conservatorship, elder law, estate planning, and probate. Ms. Marshall received her B.A. degree from University of San Francisco in 1985 and her J.D. degree, cum laude, from Santa Clara University School of Law in She has lectured and written on elder law and conservatorships for fiduciary, legal, and civic organizations, is certified as a Specialist by the California Board of Legal Specialization in Estate Planning, Trust and Probate Law, and has been named as a top elder law attorney by San Jose Magazine for 6 years, and as Northern California Super Lawyer in Elder Law, by Law & Politics Magazine, publishers of San Francisco Magazine, for 3 years. She is a court-appointed counsel for proposed conservatees, is a member of the executive committee of, and Newsletter Editor of, the Silicon Valley Bar Association, Trusts & Estates Section, and is AV rated by Martindale-Hubbel. TIMOTHY PATRICK MILLAR is a Certified Financial Planner and Registered Investment Advisor in Fremont, specializing in managing and preserving assets for retirees with an emphasis on families facing long-term and catastrophic illness. Tim received his B.A from the University of California, Berkeley, and his M.B.A. in personal financial planning from Golden Gate University in San Francisco. He is a frequent continuing education trainer for California Advocates for Nursing Home Reform (CANHR), San Francisco, and is a board member of its Lawyer Referral Service. He is past president of the Greater San Francisco Bay Area Alzheimer s Association and member of the National Board of the Alzheimer s Association in Chicago. JULIE R. SCHOEN received her B.S. from the University of Wisconsin, Madison, and her J.D. from Western State University College of Law. She is a well-known speaker and advocate throughout Southern California on behalf of the needs of the Medicare population. Ms. Schoen is the past director of the Orange County Health Insurance Counseling Advocacy Program (HICAP) and is the current legal counsel for the same program. She serves as the Special Projects Director for the

4 California HICAP Association and is currently heavily involved in federal government efforts to curtail fraud and abuse in the Medicare system. Ms. Schoen also teaches a course on issues in elder law as an adjunct professor at California State University (Fullerton). She is a member of the California and Orange County Bar Associations. DEEPTI S. SETHI is the staff attorney for the Center for Health Care Rights in Los Angeles, a nonprofit health care consumer advocacy organization that provides education, technical advice, and direct services to Medicare beneficiaries in Los Angeles County. She worked to support nonprofit advocacy efforts through a fellowship with the Alliance for Justice in Washington, D.C., prior to joining the Center. Ms. Sethi received her B.A. from Hampshire College and her J.D. from the University of California, Hastings College of the Law, with a concentration in public interest law. GREGORY WILCOX has his own practice in Berkeley, specializing in public benefits planning and related estate planning. He received his B.A. degree in 1968 from Haverford College, his Master of Public Affairs degree in 1971 from Princeton University, and a J.D. degree in 1976 from the University of California, Berkeley, School of Law. Mr. Wilcox is past Chair of the Northern California Chapter of the National Academy of Elder Law Attorneys (NAELA) and currently chairs the Amicus Committee of the national organization. He is a frequent continuing education trainer for California Advocates for Nursing Home Reform (CANHR), San Francisco, and is a board member of its Lawyer Referral Service. He is a member of the Medi-Cal Estate Recovery Stakeholders Advisory Group of the California Department of Health Services and former Chair of the Elder Law Committee of the Alameda County Bar Association s Trust and Estates Section. A frequent lecturer to attorneys on elder law issues, Mr. Wilcox has also published numerous articles on Medi-Cal planning for long-term care. About the 2015 Update Authors MARILYN D. ANTICOUNI is the update author of chapter 2. See biography in About the Authors FAY BLIX is the update author of chapter 4. See biography in About the Authors SUSANNE B. COHEN is the update author of chapters 1 and 9. See biography in About the Authors MONICA DELL OSSO is the update author of chapter 3. See biography in About the Authors BRADLEY S. ERDOSI has his own practice in Irvine and is an update author of chapters 5 and 6. Mr. Erdosi received his undergraduate degree in finance from the University of Arizona and his J.D. from California Western School of Law, where he graduated cum laude. He is a member of the Los Angeles and Orange County bar associations as well as the National Academy of Elder Law Attorneys, ElderCounsel, and WealthCounsel. Mr. Erdosi is certified as a Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California. He is also accredited by the VA as a veterans attorney. Mr. Erdosi was recognized as a Super Lawyer Rising Star each year from 2010 to 2013 and has an AV Preeminent rating from

5 Martindale-Hubbell. He is a speaker for the CEB On Demand program Advanced Elder Law Issues: The Interplay Between Veterans Benefits and Medi-Cal. DAVID KANE is a Staff Attorney at the Health Consumer Center, a project of Neighborhood Legal Services of Los Angeles County, and is an update author of chapter 7. He assists low-income consumers with public and private health coverage, with a particular focus on dual eligible consumers under Cal MediConnect and Medi-Cal managed care plans. Previously, he worked as a research attorney for the California Court of Appeal, an intern at the ACLU of Northern California and Public Advocates, and interim executive director of a community-based nonprofit in East Palo Alto. He also served as a Bill Emerson National Hunger Fellow, working as a food stamp advocate at Boston Medical Center, and an anti-poverty research assistant at a progressive think tank. Mr. Kane received his B.S. from Northwestern University and his J.D. with a specialization in public interest law and policy from the University of California, Los Angeles, School of Law. He is licensed to practice in California. STEPHANIE K. LEE is the update author of chapter 8. See biography in About the Authors TERRY M. MAGADY is an update author of chapter 5 and the update author of chapter 6. See biography in About the Authors DANIEL MULLIGAN is a founding partner with Jenkins Mulligan & Gabriel LLP and the update author of chapter 14. Mr. Mulligan received his B.A. in Economics in 1975 and his M.A. in Economics in 1982 from the University of California, Berkeley, and his J.D. in 1982 from the University of California, Berkeley, School of Law. He has specialized in consumer matters, including class litigation, since He has been lead or co-counsel on many of the nation s leading consumer rights cases involving lending and servicing of residential mortgage loans. Mr. Mulligan also continues a strong practice in the antitrust field; most recently, he has served as cocounsel in the natural gas price-fixing cases in San Diego Superior Court, which resulted in settlements in excess of $140 million, and in the LCD price-fixing cases, which resulted in over $1 billion in settlements. He is recognized as a leading member of the plaintiffs bar on consumer issues, particularly consumer lending. He regularly speaks at meetings of the California State Bar Association, the Practicing Law Institute, the American Conference Institute, the National Consumer Law Center, and the National Association of Consumer Advocates. Mr. Mulligan also helped found and is a former member of the Board of Directors of the Center for California Homeowner Law, a nonprofit entity dedicated to education and advocacy on behalf of homeowners in common interest developments. Mr. Mulligan is located in the firm s San Diego office. CLIFFORD ROTH is manager of Medicare operations at Local Initiative Health Authority of Los Angeles County and is an update author of chapter 7. Mr. Roth is also a part-time lecturer at California State University, Fullerton. Mr. Roth received his undergraduate degree in Psychology from Ithaca College and his J.D. from Thomas Cooley Law School. He served as the Medicare regulatory manager at Orange County Health Authority. He is a former vice-chair of the In-Home Supportive Services Advisory Committee in Orange County. Mr. Roth also served as an associate manager and legal advisor with the Health Insurance Counseling and Advocacy Program (HICAP) in Santa Ana. GREGORY WILCOX is the update author of chapters 10 through 12. See biography in About the Authors