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Privilege - Power - Prestige - Problems

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Louise Stanger Ed.D, LCSW, CDWF, CIP
Louise Stanger Ed.D, LCSW, CDWF, CIP

This document provides information to help wealth advisors identify and assist clients who may be struggling with substance abuse or other behavioral health issues. It discusses signs to look out for, the importance of legal documentation that allows advisors to communicate with family members, different types of treatment options and specialties, and resources for intervention and treatment referral. Case studies of potential clients with issues are also presented to demonstrate how to assess situations using the ABC (age of first use, big changes, co-existing issues) model.

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Privilege- Power-Prestige Problems Dr. Louise Stanger ED.D, LCSW, CDWF, CIP & Dr. James Flowers
Meet Dr. Louise Expert-Author Falling Up-A Memoir of Renewal & Learn To Thrive- An Intervention Guidebook Director -All About Interventions and Past Director Alcohol and Other Drug Services USD Clinician -ED.d, LCSW , CDWF , CIP Educator - Faculty SDSU, School of Social Work, SDSU Interwork Institute. NIAA Researcher , USD, Director AOD -Widow- Wife-Mother-Stepmother- Grandmother - Step Grandmother - Aspirant Client
Meet Dr. James Flowers, LPC CEO, Driftwood Recovery CEO Kemah Palms National Pain Recovery Consultant
Your Career Help People Achieve & Maintain Financial Success
Privilege - Power - Prestige - Problems
You Have the Opportunity To Play a Key Role With the ongoing opioid epidemic, availability or marijuana and other drugs addiction has become a problem with no class lines. The story of pain medication following surgery leading to opioid addiction and heroin is everywhere. Wealth advisors may not of thought of this as part of your job description , but you are in a unique position of Influence and Trust to identify and help intervene when the persons with problems are clients and their loved ones.
Who is your Client ? As an advisor what are your legal rights in terms of who you communicate to? Who is your client? Its easier if you represent the family and have the power to talk to the family Tricker if your client is the identified love one with the problem
“Make sure your documents put you in a position to do something”. Harry Nelson Esq. Trust Documents and client agreements should provide sufficient power for mangers and trustees to speak in case of a health crisis . Trust documents include “spendthrift”provisions allowing trustees to adjust or control spending for people with spending problems and substance abuse and mental health crisis. Different states offer different degrees of latitude to put controls on funds - age 21- 25 th and in some cases beyond Think that addiction is not an age-bound disease and have management - control mechanisms beyond these dates These are discussion you may have with parents or grandparents
People Come with… Children Wives Husbands Mistresses Extra Marital Affairs Relatives-Intergenerational Wounds Employees Entourage of Folks
Be On The LookOut Sudden Changes in Spending Lying- Increased Irritability Depressed or Overly anxious and Worried Legal Health- Physical Maladies- Lethergy Relationship Failures Work- Cheating School- Missing Classes Intergenerational Wounds
Temporary Incapacity Of Clients and their families Accidents keep happening Money keeps being missed Missed Appointments with you Fall asleep while talking with you-Distracted not able to keep focus
Attributes of Healthy Families McMannis PHD & MacMcMannis MSW Talking and Loving Balancing Closeness & Difference Expressing Language Accepting Difference Adapting to Change Seeing The Positive Sharing Time together Effective Problem Solving Who’s in Charge Parenting Together
Keeping The Status Quo SA. MH, CP etc . Organizing structure Unconscious and Conscious Gratification Strategies must be employed that change usual ways of relating, categorizing , and thinking
Meet The Parents EMOTIONAL INTENSITY FINISH SENTENCES BAIL OUT FINANCIAL SUPPORT FOOD, CLOTHING SHELTER FEAR of FAILURE ABCD
Secrets Dominate
Confabulations
Problematic Behaviors Substance Abuse- Mental Health & Process Disorders ( Sex, Gambling, Spending, Shopping, Disorder Eating Etc)
Phone Call For Help Your client calls you in distress The accountant calls you The estate attorney calls you Usually they speak with rapid fire and They want something done - NOW- Fix It You lend an ear and Stop- Pause- Breathe and Listen Quick answers are not always the best answer
Please Remember This is not your area of expertise
And You Can Be A Resource Listen as best you can - You have a position of Trust and you can reassure the client with the problem that just as Aspirant has a top notch team you can help bring in a team Isolate the concerns Who, What When, How Share that you will connect with an expert - Even if you have had first hand experience with MH or SA or Process Disorders Not all Treatment Centers are alike and one size does not fit all Before Giving out or Commenting on a Center its best to seek professional Consultation
What does this mean in the Behavioral Health Care Field A= AGE OF FIRST USE B=BIG CHANGES C=CO-EXISTING MENTAL / BEHAVIORAL HEALTH ISSUES DNA-FAMILY HISTORY
Isolate and Locate the Issues
Privilege - Power - Prestige - Problems
When Choosing Good Treatment Geography is not the issue !
What makes Good Treatment Accreditation of Center- CARF- JACHO Staff-Credentials- CEU Emphasis of Treatment and Treatment Modalities Accommodations Auxiliary Services How Long In Business Flexibility They do what they say and say what they do
Types of Treatment Medical Detoxification Residential Treatment Florida Model Structured Sober Living Intensive Outpatient In-Home Treatment Plans Intensives Sober Companions Sober Coaches MOST IS MULTIFACTED
SPECIALITIES PROFESSIONALS SENIORS GENDER SPECIFIC -WOMAN- MEN LGBT-TRANSGENDER YOUNG ADULT-WILDERNESS - SCHOOL- DIGITAL ADDICTIONS-AFFLUENZA FAILURE TO LAUNCH GAMBLING SEX SHOPPING DiIGITAL ADDICTION-GAMING DISCORDED EATING CHRONIC RELAPSERS DUAL DIAGNOSIS -MH AND SA OR PD MENTAL HEALTH- BD, DEPRESSION, ANXIETY TRAUMA INFORMED
Treatment Costs Inpatient -from $ 300,000 per month-to o Average is around $45,00 a month though there is good treatment at the $15,000.00 a month range Average length of stay is 45 days Average length of all treatment types 6 months to 1 year Insurance -No Insurance Aston Abernathy COO,AVA Billing and Consulting - Can check Insurance 949-315-1818 or 949-397-2288
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Meet Josh age 52 Embezzlement A=14 played poker and Texas hold um in high school, trips to Vegas B= Divorce pending , two sons Fractured family, C- high strung -anxiety - Possibly Manic -Cocaine - alcohol -pills DNA-, hx of religiosity , workaholism MH , holocaust three generations
Meet Sylvia age 69 Embezzlement A= 30 Valium from Mom B= Suicide adopted son. Divorce, two daughters, Fractured family, C- Cognition Problems / Mental Health/ SA R/O/ early dementia DNA- three sisters, hx of SA, MH three generations
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Getting Back to the ABC’s and Failure to Launch Meet Arthur Entitled Never Had to Work College Education Enmeshed Family System
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Meet Rob age 45 and His Divorced Mother $$$$
Privilege - Power - Prestige - Problems
Privilege - Power - Prestige - Problems
Recovery is Beautiful
Privilege - Power - Prestige - Problems
RESOURCES Dr. Louise Stanger Ed.D, LCSW, CDWF,CIP, ,http://www.allaboutinterventions.com, 619-507-1699 Harry Nelson JD. Nelson Hardiman -Behavioral Health Care Law- http:// www:www.nelsonhardiman.com/ 310-203-2800 Dr. James Flowers, LPC -CEO Driftwood Recovery, Austin- https:// www.driftwoodrecovery.com /715-205-1493 Aston Abernathy COO,AVA Billing and Consulting - Can check Insurance 949-315-1818 or 949-397-2288 Cherylene Short Majors Ph.D- Senior Strategic Advisor, Constellation Behavioral Health 310-924-9139 http://www.constellationbehavioralhealth.com
ASAM Definition of Substance Abuse 3-11-2015 Addiction is a primary , chronic disease of brain reward , motivation , memory and related circusy. Dysfunction in these circuits leads to characteristic biological, psychological, social and spiritual manifestations. This is reflected in an individually pathological;;y pursuing reward and/or relief by substance abuse use and other behaviors.

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Privilege - Power - Prestige - Problems

  • 1. Privilege- Power-Prestige Problems Dr. Louise Stanger ED.D, LCSW, CDWF, CIP & Dr. James Flowers
  • 2. Meet Dr. Louise Expert-Author Falling Up-A Memoir of Renewal & Learn To Thrive- An Intervention Guidebook Director -All About Interventions and Past Director Alcohol and Other Drug Services USD Clinician -ED.d, LCSW , CDWF , CIP Educator - Faculty SDSU, School of Social Work, SDSU Interwork Institute. NIAA Researcher , USD, Director AOD -Widow- Wife-Mother-Stepmother- Grandmother - Step Grandmother - Aspirant Client
  • 3. Meet Dr. James Flowers, LPC CEO, Driftwood Recovery CEO Kemah Palms National Pain Recovery Consultant
  • 4. Your Career Help People Achieve & Maintain Financial Success
  • 6. You Have the Opportunity To Play a Key Role With the ongoing opioid epidemic, availability or marijuana and other drugs addiction has become a problem with no class lines. The story of pain medication following surgery leading to opioid addiction and heroin is everywhere. Wealth advisors may not of thought of this as part of your job description , but you are in a unique position of Influence and Trust to identify and help intervene when the persons with problems are clients and their loved ones.
  • 7. Who is your Client ? As an advisor what are your legal rights in terms of who you communicate to? Who is your client? Its easier if you represent the family and have the power to talk to the family Tricker if your client is the identified love one with the problem
  • 8. “Make sure your documents put you in a position to do something”. Harry Nelson Esq. Trust Documents and client agreements should provide sufficient power for mangers and trustees to speak in case of a health crisis . Trust documents include “spendthrift”provisions allowing trustees to adjust or control spending for people with spending problems and substance abuse and mental health crisis. Different states offer different degrees of latitude to put controls on funds - age 21- 25 th and in some cases beyond Think that addiction is not an age-bound disease and have management - control mechanisms beyond these dates These are discussion you may have with parents or grandparents
  • 9. People Come with… Children Wives Husbands Mistresses Extra Marital Affairs Relatives-Intergenerational Wounds Employees Entourage of Folks
  • 10. Be On The LookOut Sudden Changes in Spending Lying- Increased Irritability Depressed or Overly anxious and Worried Legal Health- Physical Maladies- Lethergy Relationship Failures Work- Cheating School- Missing Classes Intergenerational Wounds
  • 11. Temporary Incapacity Of Clients and their families Accidents keep happening Money keeps being missed Missed Appointments with you Fall asleep while talking with you-Distracted not able to keep focus
  • 12. Attributes of Healthy Families McMannis PHD & MacMcMannis MSW Talking and Loving Balancing Closeness & Difference Expressing Language Accepting Difference Adapting to Change Seeing The Positive Sharing Time together Effective Problem Solving Who’s in Charge Parenting Together
  • 13. Keeping The Status Quo SA. MH, CP etc . Organizing structure Unconscious and Conscious Gratification Strategies must be employed that change usual ways of relating, categorizing , and thinking
  • 14. Meet The Parents EMOTIONAL INTENSITY FINISH SENTENCES BAIL OUT FINANCIAL SUPPORT FOOD, CLOTHING SHELTER FEAR of FAILURE ABCD
  • 17. Problematic Behaviors Substance Abuse- Mental Health & Process Disorders ( Sex, Gambling, Spending, Shopping, Disorder Eating Etc)
  • 18. Phone Call For Help Your client calls you in distress The accountant calls you The estate attorney calls you Usually they speak with rapid fire and They want something done - NOW- Fix It You lend an ear and Stop- Pause- Breathe and Listen Quick answers are not always the best answer
  • 19. Please Remember This is not your area of expertise
  • 20. And You Can Be A Resource Listen as best you can - You have a position of Trust and you can reassure the client with the problem that just as Aspirant has a top notch team you can help bring in a team Isolate the concerns Who, What When, How Share that you will connect with an expert - Even if you have had first hand experience with MH or SA or Process Disorders Not all Treatment Centers are alike and one size does not fit all Before Giving out or Commenting on a Center its best to seek professional Consultation
  • 21. What does this mean in the Behavioral Health Care Field A= AGE OF FIRST USE B=BIG CHANGES C=CO-EXISTING MENTAL / BEHAVIORAL HEALTH ISSUES DNA-FAMILY HISTORY
  • 22. Isolate and Locate the Issues
  • 24. When Choosing Good Treatment Geography is not the issue !
  • 25. What makes Good Treatment Accreditation of Center- CARF- JACHO Staff-Credentials- CEU Emphasis of Treatment and Treatment Modalities Accommodations Auxiliary Services How Long In Business Flexibility They do what they say and say what they do
  • 26. Types of Treatment Medical Detoxification Residential Treatment Florida Model Structured Sober Living Intensive Outpatient In-Home Treatment Plans Intensives Sober Companions Sober Coaches MOST IS MULTIFACTED
  • 27. SPECIALITIES PROFESSIONALS SENIORS GENDER SPECIFIC -WOMAN- MEN LGBT-TRANSGENDER YOUNG ADULT-WILDERNESS - SCHOOL- DIGITAL ADDICTIONS-AFFLUENZA FAILURE TO LAUNCH GAMBLING SEX SHOPPING DiIGITAL ADDICTION-GAMING DISCORDED EATING CHRONIC RELAPSERS DUAL DIAGNOSIS -MH AND SA OR PD MENTAL HEALTH- BD, DEPRESSION, ANXIETY TRAUMA INFORMED
  • 28. Treatment Costs Inpatient -from $ 300,000 per month-to o Average is around $45,00 a month though there is good treatment at the $15,000.00 a month range Average length of stay is 45 days Average length of all treatment types 6 months to 1 year Insurance -No Insurance Aston Abernathy COO,AVA Billing and Consulting - Can check Insurance 949-315-1818 or 949-397-2288
  • 32. Meet Josh age 52 Embezzlement A=14 played poker and Texas hold um in high school, trips to Vegas B= Divorce pending , two sons Fractured family, C- high strung -anxiety - Possibly Manic -Cocaine - alcohol -pills DNA-, hx of religiosity , workaholism MH , holocaust three generations
  • 33. Meet Sylvia age 69 Embezzlement A= 30 Valium from Mom B= Suicide adopted son. Divorce, two daughters, Fractured family, C- Cognition Problems / Mental Health/ SA R/O/ early dementia DNA- three sisters, hx of SA, MH three generations
  • 37. Getting Back to the ABC’s and Failure to Launch Meet Arthur Entitled Never Had to Work College Education Enmeshed Family System
  • 41. Meet Rob age 45 and His Divorced Mother $$$$
  • 46. RESOURCES Dr. Louise Stanger Ed.D, LCSW, CDWF,CIP, ,http://www.allaboutinterventions.com, 619-507-1699 Harry Nelson JD. Nelson Hardiman -Behavioral Health Care Law- http:// www:www.nelsonhardiman.com/ 310-203-2800 Dr. James Flowers, LPC -CEO Driftwood Recovery, Austin- https:// www.driftwoodrecovery.com /715-205-1493 Aston Abernathy COO,AVA Billing and Consulting - Can check Insurance 949-315-1818 or 949-397-2288 Cherylene Short Majors Ph.D- Senior Strategic Advisor, Constellation Behavioral Health 310-924-9139 http://www.constellationbehavioralhealth.com
  • 47. ASAM Definition of Substance Abuse 3-11-2015 Addiction is a primary , chronic disease of brain reward , motivation , memory and related circusy. Dysfunction in these circuits leads to characteristic biological, psychological, social and spiritual manifestations. This is reflected in an individually pathological;;y pursuing reward and/or relief by substance abuse use and other behaviors.