How to Identify and What to do when Professionals see Signs of Dementia in Professional Colleagues

Date: Wednesday, April 15, 2015
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Mick Koffend/Lori Leu



(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)


GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)



How to Identify and What to Do When Professionals See

Signs of Dementia in Professional Colleagues

Lori Leu and Mick Koffend

This presentation will create awareness about dementia including all issues pertaining to the aging process. Lori Leu is an Elder Law attorney based in Plano and serving the North Texas area.  Lori graduated from Kansas State University, summa cum laude, with an honors degree in Interdisciplinary Social Sciences.  She then graduated from Harvard Law School in 1987, and has more than twenty-four years of legal experience.  Lori practiced for nearly twenty years in the area of commercial litigation and telecommunications.  However, this work did not meet her need to help others on an individual basis.  For several years, while continuing her law practice, she attended seminary at SMU’s Perkins School of Theology.  Then, after returning from a year-long sabbatical overseas with her family, she decided to change her focus to elder law.  Lori now provides legal guidance and representation primarily to senior adults and their families. She has a genuine passion for helping people who are facing incapacity and long-term care needs.  Lori focuses her practice on all legal issues affecting seniors and long-term care planning, including financing of long-term care, Medicaid planning, VA benefits, estate planning, guardianships, and probate.  Lori is licensed to practice law in Texas, Missouri, and Kansas. Mick Koffend, MBA, CPA, RFG and Director of Services for Accountable Aging Care Management (AACM) joined the Navy in 1970 after graduating with a BS in Chemistry from the Illinois Institute of Technology. As a Naval Flight Officer, he earned his daily bread for about five years by being shot off an aircraft carrier. After the Navy, he went to Harvard Business School, got an MBA and started a career in Big Oil. In 1985, he started a system integration business that set the template for the better part of the next 15 years of his career. Mick has followed a path where he has been a Controller or Chief Financial Officer of several small companies, many of them start-ups, and all of them in technology businesses. One of the startups, for which Mick was a co-founder, was a Houston-based software company that went public in 1999 (Mission Critical Software.) In the early 1990s, Mick became a CPA* as part of his mid-life crisis. Mick jointly founded Accountable Aging Care Management with his wife, Mary, in 2002. In addition to their professional expertise, Mary and Mick have met the challenge of making difficult decisions on behalf of elder and disabled members of their own families. They bring compassion, commitment, and a highly personal understanding of the real concerns families must address to ensure the family's medical, financial, psycho-social, legal and spiritual well-being. To continue his professional education, Mick recently completed the American Institute of Financial Gerontology's (AIFG) Registered Financial Gerontologist TM program. This program is jointly sponsored by the AIFG and the Department of Gerontology at the University of North Carolina - Greensboro.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15


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Name: ________________________________________

   ____$25   ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

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