Tuesday, March 14, 2023 from 3:00 PM to 4:30 PM PDT
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San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133

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Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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Tuesday, March 14, 2023


Navigating the Challenging Landscape of Elder Care 

Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services

Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law

Thank You to Our Meeting Strategic Partner!


Program Description:
Working for a financial services firm with an aging clientele means encountering a host of issues related to elder care; the Financial Planning Association has even created a new ‘Elder Planning Specialist’ program to bring a new depth of expertise to advisors.  In our next chapter meeting, we invite elder care professionals to guide us through a morass of medical, psychological, family, legal, and financial issues.

Topics outlined for this session include:

  • Who is on the elder care team?
  • What legal actions are permissible related to a client with reduced capacity?
  • What are the trade-offs between aging in place or moving to a care facility?
  • How do financial advisors determine when our clients or their families need assistance?
  • How should financial advisors broach the topic of elder care with clients who have aging parents or who need care themselves?

Panel will include a Q&A session at the end. Join us at the San Francisco Italian Athletic Club on Tuesday, March 14th.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead at Sage Eldercare Services
Jill has worked with older adults and their families for the last 20. Jill started her career with Jewish Family and Children’s Services of San Francisco and the Bay Area, first as a Care Manager and then as the Director of the Conservatorship Program. She was court appointed for more than 250 older adults in her five years as Director.

Joseph M. Morill, Esq., J.D., Founding Partner at Morrill Law
Joe Morrill is the founder of Morrill Law. With more than 20 years of experience as a litigator, he focuses on cases involving will and trust disputes, financial elder abuse, fraud, conservatorships, and related claims. A certified mediator, Joe has substantial experience in settlement negotiation and mediation, and serves on the Contra Costa Superior Court Alternative Dispute Resolution Panel of Neutrals. 

Mr. Morrill is former president of the Contra Costa County Bar Association's Elder Law and Litigation Sections, and he continues to serve on the board of the organization's Estate Planning and Probate Section. He is also a former board member of Contra Costa Senior Legal Services.  His most recent presentation entitled, “Grandma Died, Grandpa is Dating Again, the Legal Ramifications” was presented at the14th Annual Conference on Elder Abuse, Legal Assistance for Seniors.

3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Panelists' Presentations
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes   
4:30 pm - Networking