Ms. Berthelot is an assistant professor in residence of Human Development and Family Studies at the University of Connecticut. She is also the director of the Aging Research Interest Group. Her research and advocacy is primarily about access to healthcare for people who are over 65 and for people with disabilities. She earned her Masters degree in social work from Syracuse University, after which she designed, implemented, and then coordinated a Joint Commission accredited hospice program in the Mississippi delta. Finding herself fascinated by the legal and ethical questions surrounding death and dying, Ms. Berthelot pursued her law degree at the University of Mississippi. After graduating, cum laude, Ms. Berthelot joined the Center for Medicare Advocacy, a national not-for-profit law firm. As a senior attorney, Ms. Berthelot oversaw the Center’s advocacy efforts. She also provided legal advice and representation to Medicare beneficiaries, wrote articles for national publications, produced educational materials, engaged in educational outreach activities, and was a contributing author to the Medicare Handbook. Ms. Berthelot is a former chair of the steering committee for the National Academy of Elder Law Attorneys’ Health Care Section and she is the former Connecticut liaison for National Healthcare Decisions Day. She is currently a member of the Mansfield Town Council.

Mr. Foody has been serving the reverse mortgage industry since 2002, a time when it was a relatively obscure concept. Since then, the industry has evolved to where reverse mortgages are widely understood and often used by thousands of homeowners who are 62 and older. Mr. Foody has been called one of the countrie’s foremost expert’s on reverse mortgages. He has been a speaker at the National Reverse Mortgage Lenders Association and other senior and retirement focused conventions. Mr. Foody has been recognized as one of Oregon’s top producing reverse mortgage loan officers for several consecutive years. Mr. Foody’s experience working with every type of reverse mortgage over the years has granted him the authority of a seasoned professional and enabled him to provide exceptional service through education. As of 2019, he is the proud owner of his own reverse mortgage brokerage, Northwest Reverse Mortgage. His belief in the ages of reverse mortgages is so strong that even his parents are happily enjoying one of their own.

Ms. Moneyhun is one of the founding partners of Kehoe Moneyhun Law, LLC. Her practice focuses exclusively on estate planning, estate administration, guardianships and conservatorships in Oregon and Washington. Born in Portland and raised in Clackamas, Ms. Moneyhun is an Oregonian through and through. Ms. Moneyhun attained her Bachelor’s degree from the University of Oregon, in Eugene, and her J.D. degree from Willamette University College of Law, in Salem. Ms. Moneyhun began her career as a judicial clerk at the Multnomah County Courthouse clerking for Judge Dale Koch and Judge Karen Immergut. After clerking Ms. Moneyhun worked at a small firm where she focused her practice on probate administration and guardianships. In 2012, Ms. Moneyhun opened the Law Office of Marisa Moneyhun, LLC, focused exclusively on assisting individuals and families with estate planning, trust and estate administration, and adult protective proceedings. Kehoe Moneyhun Law, LLC, is a combination of the Law Office of Marisa Moneyhun, LLC, and the collaborative and family law firm Kehoe Law (formerly Osher Law).

Mr. Rose is an elder law attorney based in Lake Oswego. His practice is focused on assisting clients through the retirement years with thoughtful estate plans and crisis management. He earned his J.D. degree from Willamette University College of Law and his undergraduate degree from Brigham Young University. Mr. Rose comes from a long line of Oregonians who helped to settle the Mid-Willamette valley. He is a husband and father of five.

Ms. Williamson began NW Estate Law, LLC with a mission of creating a law firm where people feel welcome and heard. She believes people are best served when they are free to laugh, cry, and share their fear, struggle, and joy. She wants her clients to understand their options and feel comfortable to ask questions. With client engagement and comfort in mind, she offers flat rates in long-term care, Medicaid, and estate planning. This way clients do not feel rushed by the clock or feel they cannot take the time to ask questions. Initial contacts are in person, over the phone, or over Zoom based on client’s preference and location. Home visits are also made available to people who need them. Ms. Williamson graduated from University of Oregon with a major in Psychology and a minor in business administration. She then attended the University of San Diego School of Law – a choice she made due to their Child Advocacy Clinic. Upon returning to Oregon, she was in-house counsel, co-owner, and manager of a family company that focused on connecting older Oregonians with appropriate housing and care services. It is in this position she saw the pitfalls of not having an appropriate and well-crafted estate plan in place and realized there was a need in the community for an attorney with her skills and caring approach.