FOR THE ACTIVE, EXPERIENCED CENTRAL OREGONIAN • HEALTH, LIFESTYLE, ENTERTAINMENT & ADVICE
Ageless SUMMER 2013
SHARING A MUSICAL
JOURNEY
40-plus years of sharing music with the world Sponsored By
FRUIT OF AMERICA TELLING THE STORY OF FARM TO FORK
In Partnership With
ADVER T I S ING SUPPLEMEN T
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Ageless
Summer 2013
Ageless Features Sharing a Musical Journey ......................................... 5 For more than 40 years, Oregon natives Marv and Rindy Ross have been sharing music with the world.
Fruit of America .......................................................19 Blueberries are not only considered a super food, but they’re also as American as apple pie — more so, actually.
House Calls for Furry Friends ...................................25 Local veterinarian, Libby Hays, operates a mobile vet clinic offering convenience for Central Oregon pet owners.
Telling the Story of Farm to Fork ..............................33 Chef Bette Fraser introduces both visitors and locals to the joys of farm-fresh food.
A magazine featuring health, entertainment, lifestyles and advice for the active, 50-plus Central Oregonian. Ageless is a product of The Bulletin’s Special Projects Division,
Information & Advice Contributors ................................................................................. 4 Social Citizens: Social Media Catching On with Boomers ....... 10 Living for the Links .................................................................... 13 Medicare Advice: Physical Therapy News ................................. 16 Blueberry Pasta Salad Recipe .................................................... 20 Bend Transitional Care .............................................................. 22 To Your Health: There’s a Scan for That ................................... 29 Legal Advice: Trustees and Beneficiaries ................................. 36
COCOA News Message from the Director: Alzheimer’s Program.................... 38 Events Calendar ......................................................................... 39
1777 SW Chandler Ave., Bend, OR 97702, and printed by Northwest Web Press, www.northwestwebpress.com. Ageless is produced in partnership with the Central Oregon Council on Aging. All content is the property of The Bulletin/Western Communications, Inc. and may not be reproduced without written permission.
Ageless Staff Members Martha Tiller, Special Projects Manager Ben Montgomery, Special Projects Editor Stacie Oberson, Special Projects Coordinator Nicole Werner, Special Projects Image and New Media Clint Nye, Graphic Designer Jay Brandt, Advertising Director Steve Hawes, Advertising Sales Manager Story ideas may be submitted for consideration to Ben Montgomery, editor. Contact him at 541-383-0379 or via e-mail at bmontgomery@bendbulletin.com. For advertising, call 541-382-1811. Published Saturday, July 27, 2013 To subscribe or learn more about all our publications, please call 541-385-5800 or visit us at www.bendbulletin.com. Cover photo of Rindy and Marv Ross by Nicole Werner.
Ageless | Summer 2013 | 3
Ageless CONTRIBUTORS Writer and singer/songwriter LAUREL BRAUNS is a regular contributor for The Bulletin, Central Oregon Magazine and VisitBend.com. She is currently teaching guitar and exploring Bend’s legendary running trails. She performs music around town with her band, the Sweet Harlots.
An avid crocheter and origamist, JOHN CAL worked as a baker, head chef, ukuleleist and Sno-Cat driver before settling into writing. He enjoys filling his time with yoga, postcard writing and collecting bowties. John also collects candy from around the world — he has a 100-plus specimen collection (and counting) — and lives in Sisters with his dog, Hank. Having grown up in Prineville, RAIMIE HEDMAN is a native Central Oregonian. After living in San Francisco, Kansas City and South Korea, he came home and recently graduated from Oregon State University-Cascades. His writing and photos have appeared in several local publications. Raimie spends his free time fishing, hiking, camping and exploring his high desert homeland. Former Bulletin business reporter turned international teacher, JEFF MCDONALD, returned to Bend following a three-year sojourn in the Middle East. When he’s not traversing the globe, he enjoys the seasons, the laid-back culture, and the people of Oregon.
Enthusiastic and outgoing, BRIDGET MCGINN enjoys meeting new people and sharing their stories. She spends her days working as a marketing and advertising professional, making photos or documentary films and spending time with her family. She may also be seen being dragged along the end of the leash of her adopted beagle.
GREGG MORRIS is a local freelance writer and musician. You can find him around town finishing articles at the local tea shop, performing with his band Organic Music Farm or homeschooling his daughter. Supposed free time is spent in the woods with his wife and daughter or skillfully executing his duties as a member of the Deschutes County Search and Rescue team. KATHY OXBORROW is a writer and consultant who helps her clients tell their stories in a compelling way. Her avid curiosity and inquisitive mind bring a fresh perspective when conducting research or interviewing people. Kathy grew up on a Nevada cattle ranch and, after stints in San Francisco and Portland, returned to her rural roots. She enjoys riding her horse, Sara.
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BOUNDLESS
Sharing a Musical
JOURNEY by Raimie Hedman for The Bulletin Special Projects Photos by Nicole Werner
For more than 40 years, Oregon natives Marv and Rindy Ross have been making and sharing music with the world. Ageless | Summer 2013 | 5
T
hey landed a No. 1 song on the Billboard Hot Mainstream Rock Tracks chart, then toured with Sammy Hagar and Elton John. The State of Oregon flew them around the globe to play Oregon Trail-inspired folk music. They sang country tunes at a festival in Pyongyang, North Korea, making them two of the few Westerners who have ever set foot in that country. For more than 40 years, Marv and Rindy Ross have been making and sharing music with the world, and they don’t show any signs of stopping. Perhaps best known as the founders of Quarterflash, which was responsible for the early 1980s hit single “Harden my Heart,” the songwriter-and-singer duo has played everything from Korean folk music to country and Western. Today, when the Rosses aren’t performing in the Portland area, they spend much of their time at their second home near Tumalo.
Ascending Musical Careers
It’s no accident the Rosses settled in Central Oregon. It was in Bend where Marv and Rindy tasted musical success for the first time. After graduating from Western Oregon University, the couple moved to Bend to pursue careers in teaching. Here, they founded a local band, Jones Road. “You had to be musically versatile to survive in Bend,” Marv said of the 1970s Bend music scene. There was only a handful of musical spaces at the time — each of which catered to a different style of music — and sticking to a single genre severely limited gig options. The Rosses’ answer to the challenge: self-imposed variety. In addition to the rock and folk they already knew and played, Jones Road picked up whatever tunes the venues in Central Oregon wanted to hear. “We learned a whole night’s worth of country music, which would let us play at the Lions and Elks clubs and at rodeo dances,” Marv said. On one occasion, they even had to learn a few Burt Bacharach songs. Their musical diversity ensured regular weekly bookings at various High Desert venues, including an opportunity to serve as the house band for Inn at the Seventh Mountain — known today as Seventh Mountain Resort. “When I look back in Bend, it was like going to school, musically,” said Marv. After a few years, the Rosses’ Jones Road had built a loyal following in
Seafood Mama was twice featured on the cover of Two Louies (left), a monthly music magazine based in Portland. This ncluded an issue highlighting the band’s hour-long concert broadcast on KOIN-TV in 1980. Photos submitted.
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Central Oregon, and the couple decided to go all in with their music careers. They quit their teaching jobs, moved to Portland and started a new band, Seafood Mama, which quickly became a Pacific Northwest sensation. When Seafood Mama began shopping around for a record label in the early 80s, the band couldn’t survive the pressures. After it broke up, the Rosses carried their songs over to a new band, Quarterflash, deriving the name from an Australian phrase they saw in a book that stated immigrants are “one-quarter flash and three parts foolish.” In 1981, Quarterflash’s first hit single, “Harden my Heart” (which was originally performed by Seafood Mama), made No. 1 on the U.S. Billboard rock chart and No. 3 on the Billboard pop chart. Quarterflash remained active and successful for a decade, but their label was bought out in the early 90s. Their newest album at
the time, which had taken more than a year to complete, was cancelled just before its release date, but the record company kept ownership of the material. The Rosses realized then that a change was in order. “We decided, ‘enough of this madness,’” Rindy recalled. “We felt like we didn’t have any control over our music anymore.”
“You had to be musically versatile to survive in Bend ... When I look back in Bend, it was like going to school musically.”
Back to the Northwest
The Rosses gave up their Los Angeles apartment and re-settled in Portland. Rindy returned to college to earn a master’s degree in counseling, and Marv continued w r iting, which led him to collaborate with a team of artists and musicians for 10 years to write “The Ghosts of Celilo,” a musical play centered around Rindy and Marv Ross (right), perform as Quarterflash, at Hollywood Bowl, Los Angeles in 1982. Photo submitted.
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While living in Bend in the mid-1970s, Marv and Rindy Ross lived on Hollinshead Ranch in what today is known as the Share Croopers House museum. While there, they formed the band Jones Road (left, pictured at Hollinshead Ranch circa 1975). Photo submitted.
today. Though their origins are based in commemorative folk music, Marv says these days, anything goes. In 2010, they released their 11th album, and for the past 19 years the band has played holiday benefit shows at the Aladdin Theater in Portland, raising more than a quarter-million dollars for Friends of the Children, an organization that provides mentors for high-risk youths.
The Secret of Longevity
Native American music and culture. All the while, the couple still created and played their own music. “We didn’t dwell on the past,” Rindy said. “When Quarterflash was done, we just went in different directions.” In 1992, the Rosses and six other musicians were commissioned by the Oregon Trail Advisory Council to create and perform a stage musical commemorating the 150th anniversary of the Oregon Trail. The resulting musical group, The Trail Band, was flown around the world to promote education and awareness of Oregon and the Oregon Trail. “We started out playing old-fashioned American music: Stephen Foster fiddle breakdowns, a cappella church music
and brass arrangements,” Marv said of the band’s beginnings. “Then, in 2006, we got a call from Mercy Corps,” Rindy said. The Portland-based global disaster aid agency was looking for genuine American country and folk musicians to play for a festival in North Korea. Mercy Corps couldn’t afford to fly the whole band out, so it asked that four of the eight members perform. The Rosses recognized an opportunity they couldn’t pass up. “It was a little scary,” Rindy admitted of their trip to communist North Korea. They had to go through China to get their passports, then they flew into Korea on a rickety Soviet military plane. In Pyongyang, all the guest
musicians were constantly under the eye of escorts and locked down in their hotel for much of the stay. Just before The Trail Band went on stage, their Korean handlers coldly informed them: “Performance must be successful.” And it was. “Music is a great leveler,” Rindy said in retrospect. “It transcends politics.” The band belted out a handful of classic American songs, which included a few numbers by Hank Williams. The Trail Band’s magical moment came during their performance of an instrumental version of “Arirang,” a popular Korean folk song they learned just for the occasion. The Koreans sang along as it was played. The Trail Band is still playing strong
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With a history some might regard as tumultuous, the Rosses have done what many other famous coupleswithin-bands haven’t: persevered in both their music and their marriage. They even found the time and spirit to revive Quarterflash, with a new album on the way. When asked about the unlikelihood of finding the band-spouse balance, Marv explained that they owe their longevity to the way they originally met, as kids. “We fell in love in high school, a year before we played together, so our relationship always came before the band,” he said. Marv admitted they were also fortunate to have such complementary skills. “We each have our own strengths, and they’re different,” said Marv. “She’s the singer and I’m the writer. There’s no competition.”
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Ageless TECHNOLOGIES
Social Citizens
Illustration by Greg Cross, The Bulletin
Social media options are catching on with Baby Boomers. by Kathy Oxborrow, for The Bulletin Special Projects If you’re a Baby Boomer — born between 1946 and 1964 — you remember a time before desktop computers and definitely a time before social media. If you’re in that age group, you didn’t grow up communicating 10 | Ageless | The Bulletin
via email, or sending quips through Twitter or keeping in touch with your children, grandchildren and old high school chums on Facebook. What exactly is social media? The Merriam Webster Dictionary defines it as “forms of electronic communication through which users create online communities to share information,
ideas, personal messages, and other content.” Social media is constantly changing, said Robin Rogers, the senior vice president of programs and events at the Bend Chamber of Commerce. New networking sites pop up frequently. “ Whenever the chamber does a social media event, it is always
different and it sells out every time we do it,” said Rogers, who is in her mid 50s. Given that social media is a relatively new phenomenon, it’s not surprising that the Pew Research Center found that young adults are more likely than older adults to use social media. In its December 2012 survey, Pew
reported that 67 percent of those on the Internet use social media. Of Internet users surveyed, 79 percent of those age 49 and younger said they use social networking sites compared to 54 percent of people ages 50 to 64. For those 65 and older, social media usage drops off sharply. In that age
difference in how various age groups apply social media if it’s to promote their businesses. Rogers agrees. She sees a wide age group of individuals who attend chamber social media events. One of the most frequented sites for businesses is LinkedIn, which Pew
“If you’re in business, social media is a viable way to communicate no matter what age you are,” said Joey Drucker, a business growth consultant who is over 50. Whether you use Facebook and other social media sites for business or personal reasons, Drucker emphasizes
someone using it for identity fraud. She encourages Facebook users to read and understand its privacy structure. “I find that a lot of times, people don’t secure their Facebook at all and it’s there for the world to see, and that’s not a good thing,” she said.
“If you walk into a restaurant or any public place and there’s a lot of young people there, they are all looking down at their cell phones. They’re not looking at each other or at what’s going on around them; they’re just looking at their device.” group, just 32 percent said that they use social networking sites. Bryan Long, a Baby Boomer, trains folks in mobile and social media marketing. He differentiates between those who employ social media for business and those who use it for personal reasons. He doesn’t see any
did not include in its survey. It asked questions about five social networking sites: Facebook, Twitter, Pinterest, Instagram and Tumblr. Long said LinkedIn is strictly for businesses. “You don’t want to post anything about your dogs or cats there,” he said.
protecting your privacy. “If you think there is any such thing as privacy, you better not go on the Internet at all because there really is no privacy anymore,” she said. If you’re on Facebook, Drucker warns against putting your birthday or any information that could lead to
Privacy concerns is one of the reasons Janet Merrell, a 63-yearold nonprofit manager, is not on Facebook. She also thinks social media has changed the way we communicate with each other in a negative way. “If you walk into a restaurant or any
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Ice, penguins, and the cold comforts of living and working in Antarctica are featured in a unique presentation and slide show by Oregon birdier and author, Noah Strycker. Living in a tent in below freezing temperatures and enduring howling blizzards, Noah spent three months researching and photographing a quarter-million Adélie penguins. If you enjoy nature documentaries, this lecture is a must for you! Visit www. noahstrycker.com for a preview of his work.
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Dr. Mark Eberle brings an interesting twist to his presentation using period costume as he delves into the historical and medical aspects of one of history’s most dreaded diseases—the plague. Including photographs of important works of art and excerpts from popular cinema, Dr. Eberle provides a surprising amount of humor for such a grim topic and sheds light on the surprising connections between the plague and the modern world. Don’t miss this unique presentation!
Medicines in Your Garden
Originally gardens were used to provide fresh vegetables, delightful spices, and family medicines. Many common garden plants are medicinal—rhubarb, parsley, roses, and honeysuckle, to name a few. This lecture introduces you to some common herbs, their uses, and how to prepare them. A soothing tea is only steps away from your back door. Join regular speaker Alzada Magdalena, MS, L. Ac., for this very informative lecture.
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Take a whimsical adventure through the old west with historical storyteller Bruce Isham as he performs in costume with props from the old west. The author of three books, he has been educating and entertaining for the past ten years with his programs on American history. He published his first book, “Grit, Glory And The Open Road”, in 1997. His second book came a year later and launched him into a new career as an author and storyteller.
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public place and there’s a lot of young people there, they are all looking down at their cell phones,” she said. “They’re not looking at each other or at what’s going on around them; they’re just looking at their device.” Merrell thinks that’s unfortunate because these smartphone users are missing a lot of what is going on in the real world. Rogers, from the Bend Chamber, said it was her daughter who first introduced her to social media, which is appropriate considering how she chooses to use these networking platforms “It helps me stay connected to my children,” she said. She enjoys being able to pick up her cell phone and see pictures of family members. She realizes, however, that there can be a downside to social media because it’s easy to lose that personal touch. Rogers worries that the importance of communicating in person is being lost with the widespread use of social media. Whatever you think of social
media, it is definitely here to stay. If you intend to use it, heed the advice of experts. Be clear about what your goals are for joining a social networking site, then choose a site that meets those needs. And once you do join, be cautious about offering information that might be used maliciously or put you in a bad light with a potential employer.
Ageless LIFESTYLES
Living Links FOR THE
Golf offers seniors the chance to exercise their bodies, minds and social muscles. by Jeff McDonald, for The Bulletin Special Projects | Photos by Nicole Werner
Getting out on the course is more than just a lifestyle for many Central Oregon seniors. It is the battery fuel for their day, a way to interact with others, stay fit and get outside. Some say it is the only sport that they can still play, whether riding the course or walking it. “Golf gives you something to look forward to, and that’s important,” said Mark Payne, 63, a longtime golf pro at Prineville Golf Club and a lifetime member of the PGA. “It’s the challenge of the game – managing the golf ball around the course,” Payne said. “It’s when you hit quality shots and make good contact. Sometimes the scoring aspect
isn’t that important.” Diagnosed with Crohn’s Disease in 1994, Paine had his colon and large intestine removed last year. He had been improving, but the illness recently returned, he said. “It’s a pesky disease,” he said. “But I’m back playing again. I don’t have a lot of endurance, but my game is coming back a bit.” Like many Central Oregon seniors, Payne has found passion for the game drives him while his physical skills have diminished. “I realize I’m not good enough to get mad,” he said, laughing. “You’ve got to adjust a little bit. It just comes with age.” While golf may have the appearance of
being a leisurely pursuit, the health benefits of either walking the course or riding a cart have been well-documented. A 2012 study by The Walker Research Group found that golfers burn between 1,300 and 2,000 calories in an 18-hole round, depending on whether they rode the cart or walked the course, respectively. Golfers also experience improved balance, posture and have a better outlook on life, according to the study. The exercise benefits of golf are apparent on local golfing legend Nelson Haas, 76. A retired pastor and accomplished golfer, Haas set an all-time course record at Meadow
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Lakes Golf Course in Prineville with 648½ rounds played in 2003. This year, he has played 183½ rounds through the end of June, he said. “I probably average about five miles walking a day,” he said. But getting healthy also comes from being outdoors, experiencing camaraderie with his buddies and finding thousands of golf balls along the course every year. He counted 6,740 balls last year, half of which he donates to the Junior
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Playing the game helps Allen Hare, 69, overcome a heart condition that required surgery about 25 years ago, he said. He started playing the game when he was 12, but took a “20-year sabbatical at one point for a bad attitude,” he said. “It has taken me a little while to reach that point of acceptance,” he said. “But then one of the other members told me that I wasn’t that good as I was having one of my little rages.”
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League, he said. The other half pays for his annual membership. “I just know where to look,” he said. He also wants to win. “My handicap is a lot higher than it used to be, but I still enjoy it,” Haas said. For high school sweethearts Allen and Jo Ann Hare, golf has improved retirement both socially and physically since the husband-and-wife couple moved to Redmond from Central Washington in 2007.
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“What’s been really good for me is the people I’ve met at golf ... It really provides the major social and physical activities of my week.” These days, Hare takes golf only as seriously as he wants to. “I can walk as much as I want to walk and I can ride as much as I want to ride,” he said. “I can skip a hole or two and tell them I’m not playing. It’s flexible. You can push yourself as much as you want to push yourself.” He plays in the Central Oregon Men’s Club, which has 60 members, 80 percent who are 50 or older, he said. The group, 90 percent who are retired, plays every day of the week with different numbers showing up at the 8:30 a.m. tee time. Thursday is the standard play day and attracts the most people, he said. “It allows me to get out and into the fresh air to interact with people on a daily basis,” he said. The group has different levels and different types of opinions, he said.
“Everybody’s odd and we all know we’re odd,” he said. “Everybody’s got their opinions. We put the needle to people on a regular basis.” Golf has helped Jo Ann Hare socially, mentally and physically, she said. “What’s been really good for me is the people I’ve met at golf,” Jo Ann Hare said. “It has expanded my social network. It really provides the major social and physical activities of my week.” Golf, combined with taking regular tai chi classes through St. Charles-Redmond, has helped her overcome balance issues that began with the onset of age, she said. “I can squat down, stand up and walk backwards without teetering at all,” Jo Ann Hare said. “My balance, strength and flexibility have improved. It has helped my overall health because I want to continue playing golf.”
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Ageless MEDICARE ADVICE
THE OLD DOG HAS
NEW TRICKS
Medicare has loosened some if its restrictions on physical therapy, but not all. by Cynthia Hylton, SHIBA Program Field Officer Medicare has a new answer to an old question: Will Medicare continue to pay for my physical therapy even though my therapist says I don’t show signs of progress? I am probably not going to ever be ready to run any kind of race, but if I don’t continue to get therapy, I will lose my ability to get out of my chair and get to the bathroom. Medicare used to deny paying for ongoing therapy if the patient did not meet significant guidelines of
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improvement in an outpatient, home health or skilled nursing facility care. A patient must fully participate in the prescribed routine of care or Medicare will not pay. But thanks to a class action lawsuit against Health and Human Services Secretar y Kathleen Sebelius, a federal Judge approved a settlement in which the government agreed that the improvement standard definition is no longer allowed. The settlement acknowledges that Medicare will pay for care t hat ma i nt a i n s a level t hat prevents a deteriorating condition.
Un fo r t u n at el y, t he ag re ement does not require Medicare to tell benef iciar ies about the case decision. There is, however, a two-page fact sheet posted online. Many providers may not know about the change and will continue to deny ongoing services based on the old parameters. The Center for Medicare Advocacy has online information available to appeal a denial of coverage. Go to www.medicareadvocacy.org, hover over “Take Action” at the top of the page, and then click “Self Help
Packets” from the drop down menu. This new inter pretation of eligibility for skilled care applies immediately to Original Medicare and Medicare Advantage plans alike. If you do not have access to a computer, your local SHIBA program can provide the information to you. This new definition of skilled care eligibility is not to be confused (yeah right) with the Medicare yearly benefit cap on outpatient skilled therapy under Part B. Physical and speech therapy combined has an annual limit of
$1,900, and occupational therapy allows another $1,900 annual limit. The old rule was those limits only applied if you were using a facility, not in a hospital setting. Most hospitals have skilled t her apy pro g r a m s o p en for outpatient use. Many beneficiaries wou ld u s e t hei r l i m it at a freestanding physical therapy clinic and then switch to the local hospital facility to continue therapy, if needed. The new rule imposes therapy limits to all facilities providing skilled care. Should your doctor a n d p h y s i c a l /o c c u p a t i o n a l therapist determine that there is a medical necessity for continuing therapy beyond the limits, there is a process the doctor can implement that w ill allow a patient to extend their skilled care
to have it covered by Medicare. As with all things covered by Medicare, you must patronize fac i l it ies t hat a re Med ic a re certified or you will pay the full cost and Medicare will not pay.
Here is a good rule of thumb: If the facility or provider says you must pay up front and they will provide you with a receipt to submit to Medicare, you will not be reimbursed. Count on it. If your Medicare coverage is provided by a Medicare Advantage plan, each plan has it s ow n limits and cost factors applied to outpatient rehabilitation services. Read your evidence of coverage or call the customer service number on the back of your insurance card to find out how much will it cost in copays and which physical therapy clinics are covered by your plan. Got it? Well, if you don’t, no worries. Just call SHIBA at 800-722-4134. We speak fluent Medicare.
Cynthia Hylton has more than 25 years of volunteer program development and training experience. Cynthia has been working with the SHIBA program since 1990 as a local county program coordinator. She started working with the statewide program as a Field Training Officer in 2005. This position required an extensive background working with the senior community and training an effective volunteer network. SHIBA now has 250 volunteer Medicare counselors throughout the state. The SHIBA program received the 2007 Governors Award for Most Outstanding Statewide Volunteer Program.
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A
pples. They’re a symbol of Americana. One a day, will apparently keep the doctor away. They’re a sign of harvest and plenty. We put them in pie, make them into sauce, and we dunk them, impaled into sticky sweet caramel. But pound for pound, the apple has a little competition coming its way, a fruit we all know and love, but maybe have not considered such a powerhouse in both nutrition and nostalgia. While apples originated in Central Asia (think ‘Garden of Eden’), blueberries are decidedly an American fruit, native to North America. They weren’t even introduced to Europe until the 1930s. We find blueberries in our pancakes and muffins, scones and coffee cakes, and unobtrusively so. Their humble comforts somehow often go unnoticed but are still so loved. “They’re a classic bakery berry,” said Angeline Rhett, owner of Angeline’s Bakery in Sisters. R hett offers her customers such delectable goods as blueberry muffins and sweet breads as well as their famous blueberry scone. Angeline’s Bakery also blends up a delicious cantaloupe and blueberry smoothies for patrons. “It’s a really refreshing smoothie that’s full of antioxidants from the blueberries,” Rhett said. Angeline’s Bakery specializes in delicious bakery goods that also happen to be good for you, and blueberries often factor into that healthy and delectable equation. “We like to keep the sugar down and sweeten a lot of our baked goods with agave, and blueberries are the perfect fruit to do that,” Rhett said. “They’re sweet enough without adding a lot of extra sugar.” “Blueberries are extremely high in antioxidants, and in phytonutrients — of which polyphenols are one type — and are an excellent source of anthocyanin,” said Lori Brizee, registered licensed dietitian and clinical nutrition specialist by John Cal, for The Bulletin Special Projects | Photos by Nicole Werner
Blueberries are not only considered a super food, but they’re also as American as apple pie — more so, actually.
Fruit of
AMERICA
Ageless | Summer 2013 | 19
Savory Blueberry Pasta Salad (Serves 4) When it’s summer and the blueberries are poppingly fresh, they’re best enjoyed raw. While blueberries freeze extremely well, perhaps the best of all berries, there will be time for cobbler, muffins and pie come fall. While they’re fresh, enjoy them fresh. This pasta salad is a surprisingly delicious combination of flavors that will have your family in query until they take their first culinarily adventurous bite, wherein they will never doubt it’s delectable validity again
20 | Ageless | The Bulletin
1/4 c Lemon Juice, freshly squeezed 1 T Orange Zest 1/2 c Orange Juice, freshly squeezed 1/2 t salt (or to taste) 1/4 t pepper (or to taste) 2 T Italian Parsley, roughly chopped
Method: 1. In a medium mixing bowl, whisk together olive oil, lemon juice, orange zest, orange juice, and salt and pepper. Set aside.
Ingredients:
2. In a large mixing bowl, place chicken, cooked pasta, red onion and parmesan.
1 lb of lean cooked chicken shredded (I like grilled chicken breast, or if in a pinch, to use a pre-roasted chicken from the grocery store) 1/2 lb. of whole wheat pasta, such as penne or farfalle, cooked and drained 1/2 small red onion, sliced thinly 1 c fresh blueberries 1/2 c parmesan, large shred 1/4 c extra virgin olive oil
3. Pour dressing over pasta mixture, tossing lightly until completely coated. 4. After pasta and dressing are well mix, fold in blueberries, being careful not to burst or mash them. 5. Garnish with chopped parsley and serve chilled or at room temperature.
While apples originated in Central Asia (think ‘Garden of Eden’), blueberries are decidedly an American fruit, native to North America. They weren’t even introduced to Europe until the 1930s. with Central Oregon Nutrition Consultants. To the rest of us that didn’t acquire a master’s degree in nutritional sciences from the University of Washington, here’s what that means and why it’s so important: While going through life and interacting with the world around you, your body encounters what are known as free radicals. “They’re in sunlight and the air you breath,” Brizee said. “You essentially come into contact with free radicals by just being in the world.” Free radicals can cause cancer and heart disease. They damage and inflame our bodies’ tissues, and some even believe that aging is due to free radical damage accumulated over time. The antioxidants found in such phytonutrients as polyphenols, however, have properties that help to combat these free radicals. (Are you still with me?) The added benefit is that the anthocyanin in blueberries — basically the thing that makes blueberries blue — belong to a category of antioxidants known as flavanoids, which adversely affect cancer cells and inhibit tumor growth. B a s i c a l l y, b l u e b e r r i e s a r e extremely good for you, and the pigment in their skin that makes them so dark also makes them even more nutritious. “The big deal is that these pigments contain these amazing antioxidant properties that remove the free radicals from your body,” said Brizee. “But besides that, they’re also really delicious. “It can be a stretch to get a client to incorporate more kale or soy into their diet, but blueberries don’t need convincing, and though colloquially dubbed a ‘Super Food,’ they definitely fit the bill for being high in nutrients and containing substances that prevent or cure diseases.” Brizee suggests incorporating blueberries into a morning breakfast smoothie with a simple ratio: 1 cup of protein, such as yogurt or milk (or a mixture of the two), and 1 cup of fruit such as
blueberries. When blended, this will make a 10to 12-ounce smoothie. “You want to use the whole fruit to get all that good fiber,” said Brizee. Blueberries contain a whopping 3 1/2 grams of fiber per cup, nearly double that of a slice of many whole wheat breads, while only garnering 80 calories. They also have a quarter of your recommended daily allowance of vitamin C in each serving. “Just be careful not to add unwanted sugar,” said Brizee. “Use plain yogurt, and avoid using sugary fruit juices . . . Try almond or soy milk as an alternative to dairy milk, but be sure to add some protein i n t o
your smoothie to help keep you fuller, longer.” When it comes down to it, it’s true that no one food in the answer to perfect health, but blueberries are definitely part of the delicious retort to our daily health questions. And whether in pie, pancakes, or picked straight off the bush, blueberries are a great intro to incorporating more “super foods” into your diet.
Ageless | Summer 2013 | 21
Ageless OPTIONS FOR CARE
Transition toward
INDEPENDENCE
Bend Transitional Care a first-of-its-kind facility in Bend’s medical community. by Gregg Morris, for The Bulletin Special Projects Beginning Thursday, Aug. 1, Bend will see an important health care niche filled with the opening of the Bend Transitional Care. Housed in the former Harmony House location, just 800 yards from St. Charles Medical Center, Bend Transitional Care will exist to provide people with inpatient rehabilitation following injuries, surgeries or illnesses, always with an eye toward reestablishing independence. “Cu r rently, t here i s not h ing li ke B end Transitional Care in Central Oregon,” said Cole Mack, administrator for both Harmony House and the soon-to-be Bend Transitional Care. “We will be focused on rehabilitative care after a hospital stay. “Bend is a leader in providing quality health
Photos by Nicole Werner
22 | Ageless | The Bulletin
care in many different settings, and our community was in need of an updated, skilled nursing facility to meet the needs of both our growing and aging population.” Harmony House was built in the 1950s and operated as a traditional nursing home. However, the need for both an updated medical facility as well as an expanded set of medical offerings precipitated the move toward a complete transitional care facility.
What is Transitional Care?
“Transitional care is focused on keeping patients safe and healthy in their home for as long as possible,” Mack said. “If by accident, illness or an elective procedure, an individual must seek transitional care, we want to offer the Central Oregon population a desirable environment to
rehabilitate and get back to their previous level of independence.” The American Geriatrics Society def ines transitional care as “a set of actions designed to ensure the coordination and continuity of health care as patients transfer between different locations or different levels of care within the same location.” Transitional care’s primary goal is to coordinate patient care between he a lt h c a re pr ac t it ioner s, depending upon the patient’s status. Transitional care may include logistical arrangements as well as patient and family education. This coordination is essential for people with complex care needs. Wh i le pr i ma r i ly for t he elderly, transitional care helps
“If by accident, illness or an elective procedure, an individual must seek transitional care, we want to offer the Central Oregon population a desirable environment to rehabilitate and get back to their previous level of independence.” anyone of any age with the move between the hospital and their home, nursing facility or other long-term care facility. “We treat patients who have been in the hospital for at least three days due to an illness, accident or an elective surgery and who qualify for services at a skilled nursing facility,” Mack said. “Patients who have an elective surgery and may not qualify for an insurance paid stay will have the option to come to our facility and
pay privately for services.” Bend Transitional Care’s new 42,625-square-foot facility sits on just more than three acres and houses every necessary component of quality transitional care. Amenities include a 3,000-square-foot rehabilitation gym, private rooms, a therapeutic spa, a multimedia room and restaurantstyle dining. While the building itself is not centered around a LEED certification, the design does include several,
environmentally friendly features and takes into account its location and surrounding neighborhood. “The facility was designed with the patient in mind,” Mack said. “Our gym includes a wide range of equipment to suit each patient’s rehabilitative need s. A l l of ou r s er v ices a re g e a re d t ow a rd a n ex p e r i e n c e that is all-inclusive including hair stylists, wireless internet and smart televisions.” As a bonus to Central Oregon,
the new facility will provide jobs for approximately 75 health care workers, roughly 30 more than the previous building. Traditionally, Harmony House has been proud of their low staff turn-over rate.
Care Options
Bend Transitional Care offers a wide range of services including skilled nursing, rehabilitative care, respite care, long-term care and independent living. They also offer end-of-life care
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and services. All of the care options are centered around a comfortable atmosphere, catering to a patient’s every need. The concept takes the time to offer the little things that make life more enjoyable. To that end, Bend Transitional Care offers creativity pursuit s such as painting and needlework, as well as brain teasers like trivia games and puzzles. Caregivers will also respect and encourage time alone as well as time spent with others. Bend Transitional Care is par t of the Avamere Family of Companies. Based in Hillsboro, Avamere includes 41 independent living, assisted living, and skilled nursing facilities and five ancillary healthcare companies. Bend Transitional Care is proud to be included in the list of facilities that provide services such as inpatient and outpatient rehabilitation, home care, home health and hospice, Mack said. “ We are able to ser ve those
24 | Ageless | The Bulletin
needs and add a comfortable and supportive atmosphere for both patient and family,� he said. For more information on Bend Transitional Care or to schedule a visit, please call 541-382-0479. To determine if Bend Transitional Care is right for you or a loved one, visit www.bendtransitionalcare.com.
Local veterinarian Libby Hays operates a mobile veterinary clinic offering convenience for pet owners. by Bridget McGinn, for The Bulletin Special Projects | Photos by Nicole Werner
House Calls for
FURRY FRIENDS
When Marjorie Pulliam’s little sable Burmese cat, Chocolat, became ill, she knew just what to do: she phoned Dr. Libby Hays, owner of Angelan Smith. “I’m a senior, and she’s my Godsend,” said Pulliam. “I have no way of getting my animals to the vet — I can’t even lift their cases — and I don’t know what I would do without her.” A self-described “cat lady,” Pulliam was very distressed by the condition of Chocolat, but Hays reassured her and visited her home every three days for two weeks until the cat pulled through. “She has given me so much help and support,” said Pulliam. “I was so stressed out and she really helped me through this. I’m 81 now and have had pets since I was 10 years old. I’ve seen a lot of vets in that time and let me tell you, she’s right up there.” A veterinarian for 12 years, Hays has chosen to spend the majority of her career working on a mobile basis out of her vehicle doing house calls for her patients. “I like being able to see dogs and cats in their own homes,” said Hays. “It gives me the advantage of being able to quickly see what is going on in their natural environment as they don’t have the same behavior in a clinic versus at home, where they are more calm.” Hays ran a mobile vet business for eight years in Austin, Texas after observing a friend and fellow veterinarian doing the same thing. She had the opportunity to learn how things worked before launching her own mobile business and felt that the mobile business model suited her personality. “ I have a n e a s ygoi ng pers ona l it y, and I like to take time to get to know Ageless | Summer 2013 | 25
“I have an easygoing personality, and I like to take time to get to know owners and the pets. My appointments tend to run longer than those in a clinic. I feel a lot more comfortable doing house calls.”
owners and the pets,” said Hays. “My appointment s tend to r u n longer than those in a clinic. I feel a lot more comfortable doing house calls.” Mobile Cat & Dog Vet launched here last summer after Hays moved to Bend with her husband. The couple had wanted to move to a smaller town, and they both love the outdoors. Several visits to Central Oregon were enough to convince them that this was the place they wanted to be. “It has been a good move,” said Hays. “I grew up in the panhandle of Texas, so I really like the high desert landscape. I feel right at home here.” Home is a key word for both Hays and her clients, and it means a lot that she is able to come to them. Angelan Smith can attest to that. She recently adopted an 26 | Ageless | The Bulletin
older Australian Shepherd that had experienced several bad car accidents, and it was a torturous experience to get him in the car to go to the vet. She did it once, and the experience was so horrible that she vowed never to do it again.
An online search for a mobile vet led her to Hays. Smith did her research and discovered that the cost for Hays to come to her home and see all of her animals (she has four dogs and one cat “that thinks he’s a dog”) was less than
the expense for multiple and nervew rack ing tr ips to her prev ious clinic-based vet. “She sat in the living room and did the exams right there,” said Smith. “None of the animals were stressed out. Before at the vet, it was a little tiny room with me holding them down, but with her visit I didn’t have to hold them at all. They liked her and she talked to them and petted them. It was like she already knew them.” Pulliam also appreciates how her animals respond to Hays. “When she came the first time, she rang the doorbell,” said Pulliam. “She told me that she knows that many times patients run under the bed when the doorbell rings, but my cats come down the hall and show off for her. They know who is a friend or a foe.”
Hays always wanted to be a vet as a child, but her path led her to a career in management training, which she enjoyed. But the niggling desire to be a vet inspired her to study for three to four years while work ing to complete the prerequisites necessary for her to even apply to veterinarian school. “It was something that I had always thought about, and I decided that if I was going to do it, I had better do it then,” said Hays. “It was a good decision. I enjoyed training and I enjoy being a vet, and I feel like I continue to use those skills I developed when I am doing training w it h my client s and prov id ing information about their pets.” Hays travels in a large pickup t r uck a nd s pend s most of her t i me work i ng i n t he homes of her cl ient s, t re at i ng c at s a nd dogs. She has refer ral sou rces for imag ing ser v ices, surger ies and hospitalizations, but can do most ever y thing else, including diagnostic testing, on site.
She roams all over Bend and the surrounding areas, and her clients include seniors who are not able to get out easily, people with multiple pets who appreciate that they can all be seen at once, older dogs and cats who don’t travel well, and young mothers with children and pets. “It can be a real challenge for moms to get everyone ready and loaded up all at once,” said Hays. “It can be much simpler and easier for me to come to them.” But it is not just the convenience that endears Hays to her clients. Her caring attitude and rapport with animals seal the deal. “Of course I really like the fact that my dogs are relaxed and in their own environment,” said Smith. “But I also feel like Dr. Hays really cares about my animals. She knew one of my dogs had a previous history of a reaction to his immunizations and she even called later just to check up on him.” “She’s just so generous with her
time and I don’t feel alone with her,” said Pulliam. “It would be impossible for me to have my pets without her.”
To lea r n more about Mobile C a t & D o g Ve t v i s i t w w w. mobilecatanddogvet.com or call Dr. Libby Hays at 541-647-6810.
Ageless | Summer 2013 | 27
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Ageless TO YOUR HEALTH
There’s a SCAN FOR THAT ... ... but should you elect follow up on offers for various screenings? Local physicians say no.
by Bridget McGinn, for The Bulletin Special Projects Yo u ’ v e p r o b a b l y s e e n t h e advertisements or received a mailer from a company offering a package of s c a n s a nd s c reen i ngs t hat promise to provide you with health information and bring you peace of mind. The cost might seem affordable, and something about the idea of getting everything over with all at once is appealing. But is this approach the best for you? P robably not, says Dr. Sean Ro ger s, me d ic a l d i re c tor a nd
compliance off icer w ith Bend Memorial Clinic. “It is currently in vogue to solicit patients through mail and other channels offering a package of scans and screenings like bone density, carotid ultrasound and blood sugar,” said Rogers. “What I tell my patients when they ask about this type of thing is that if you have certain risk factors, I would have ordered that scan or screening for you already.” Dr. Carey Allen, family medicine practitioner with St. Charles Family
Med icine i n P r i nev i l le, agrees. “I have this conversation with my patients all the time,” said Allen. “I try to educate them about the four possible outcomes for general screenings and scans. “One, the outcome is normal. Two, there is some abnormality on the test that will mean further testing. Three, there could be a positive for cancer but we won’t know if it can
kill you or be there for 40 years without causing any problems, which means the patient then needs to decide to undergo treatment or not for something they aren’t sure about. “Four — and this is the least common — we catch something early, treat it, and save a life. But considering the ver y small Ageless | Summer 2013 | 29
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“Usually what happens is that a minor abnormality is detected, and then the patient becomes unduly concerned and comes to me for follow up. Normally, the abnormality is so insignificant that it requires no treatment or follow-up at all. All that it does is generate anxiety.” percentage of people who fall into this category, it may not make sense to screen everyone.” It is the fear of falling into this fourth category that often drives patients to pay out of pocket for scans and screenings that their physician has not recommended. The end result in the vast majority of cases is an increase in anxiety and stress for the patient. “Usually what happens is that a minor abnormality is detected, and then the patient becomes unduly concerned and comes to me for follow up,” said Rogers. “Normally, the abnormality is so insignificant that it requires no treatment or follow-up at all. All that it does is generate anxiety.” A better approach, says Allen, is to look at each individual patient’s risk factors and have a good discussion with the patient about their options. “Scans and screenings are such
a broad topic,” said Allen. “When I have a patient come in, I look at age, risk factors and the different types of diseases that particular patient is at the highest risk for. From there, we start looking at what tests or scans might be in order. I educate and share all the options, and most patients respond very well to this personalized approach.” While there are some general life screening recommendations for all patients, physicians recommend scans and screenings based on each individual they see, taking into consideration the current national guidelines. However, this can be a tricky landscape to navigate as gener a l re c om mendat ion s a re constantly changing and can be confusing. For example, the first routine scan that people would encounter would be the recommendation for women to receive a mammogram at age 40.
According to Allen, the debate right now in this area is whether patients should receive mammograms every one or two years. He says keeping up with a yearly physical breast exam is important, but that it might be possible to have a mammogram every two years instead of annually. This decision depends upon individual risk factors such as family and personal health history and smoking habits, all factors that should be thoroughly discussed with your physician. Allen says that screening recommendations change all the time and that there is no way he would expect his patients to keep track of that. He considers it his job to do that as a physician. Rogers is in agreement. “There are five to six different national bodies w ith screening recommendations for mammograms, for example, and all of them are different,” said Rogers. “It becomes extremely complicated, and it is really vital — more so now than ever — for
physicians to stay current on the latest guidelines and communicate those to our patients.” Allen and Rogers both stressed the impor t ance of establishing a relationship with a physician, someone who can be trusted to understand your individual health situation and to help educate you
about the screening procedures recommended for you personally. “People without a primary physician a re no t g e t t i ng re c o m me nd e d screenings at all,” said Rogers. “They can’t just walk up and say they want a mammogram, it doesn’t work that way.” While the medical necessity for various screenings and scans is a concern, cost is another issue. On the surface, the fee for packaged screenings might seem reasonable, but it may be an unnecessary expense that insurance won’t cover. “Insurance follows a standard medical scale,” said Rogers. “And if there is no evidence to suggest the need for a scan or a screening, they won’t pay.” “Generally, the types of screening ser vices that are advertised fail pat ient s on b ot h s ides of t he equation,” said Rogers. “Number one, they suggest that the screenings are appropriate for everyone, but that is not true. And number two, all the services are in one package so
patients think, ‘Okay I did it all; I’m done,’ which is not necessarily true either.” “We as a society want to be able to say, ‘Just give me one scan and figure it all out,’ which seems like a reasonable idea,” said Allen. “But the reality is that full-body scans, for instance, are not sensitive enough to detect prostrate, colon or early cer vical cancers. They are ver y unlikely to be able to diagnose early, which is why we have specific tests and scans for specific things.” Rather than focusing on health scans and screenings, Allen suggests t h at pat ient s fo c u s on he a lt h maintenance. “ Have d i s c u s sion s w it h you r primary doctor about what you need to do now to keep you the most healthy,” he said. “Find out what the health maintenance items are that you personally need. It is very important that the doctor and the patient have a good relationship and that care be based on a very individual approach.”
Ageless | Summer 2013 | 31
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Telling the story of
FARM TO FORK
Chef Bette Fraser introduces both visitors and locals to the joys of farm-fresh food. by Laurel Brauns for The Bulletin Special Projects | Photos by Nicole Werner
Chef Bette Fraser of The Well Traveled Fork is a not-so-classic Southern California woman, though at first glance she might look like it: she’s blonde and blue-eyed with a bright white smile. But underneath this ageless exterior is a hardworking chef who has turned her passion for local food and healthy diets into a one-ofa-kind business that has been thriving in Central Oregon since she moved here with her husband four years ago. “When my husband and I started coming up (to Central Oregon) regularly, I realized there was a lot
of food being grown and raised in the region and that it was the beginning of the local food movement here,” Fraser said. “And no one was doing culinary tours yet in Bend, so there was no competition. And because we were in the middle of the recession, the only way to go was up.” Fraser started The Well Traveled Fork to give both visitors and locals culinary tours of the area, reconnect these guests w it h where t heir food comes from, and prov ide resources for
Ageless | Summer 2013 | 33
them to buy direct from farmers. The name of the business comes from Fraser’s “well-traveled” background: she’s studied cooking in both Italy and France, and she and her husband journey to different destinations around the world every year, integrating some aspect of culinary education into their trip. For her business based here in Bend, Fraser sought to give visitors the same high-quality culinary tours that she has experienced around the globe. But these trips exposed another need: her clients wanted the skills to be able to prepare meals from farm-raised vegetables and grass-fed beef from the organic gardens and high desert ranches they visited. Born from this desire were Fraser’s cooking classes. Offered twice per month, topics range from “Island Cuisine” to “Making the Most of Your Community Supported Agriculture (CSA) Box.” In addition to classes and tours, Fraser now offers high-end catering and personal chef services as part of her business. “I think one of the reasons this has been so successful is because people 34 | Ageless | The Bulletin
have a real interest in where their food comes from,” Fraser said. “As a culture, we went overboard with fast food, and now we’re back at the table… culinary tourism is a $52-billion-a-year industry in the U.S. alone.” Fraser began a career in the investment business after graduating from the University of Southern California in downtown Los Angeles. In her early 30s, she changed course and decided to pursue her passion for cooking, starting a catering company based out of Redondo Beach for 25 years. During this time, she taught an afterschool program to elementary school children in the upscale community of Manhattan Beach. She was surprised to discover that many of the kids were malnourished and not eating properly. “They thought that all lettuce came in a bag, that chickens had nuggets, that all pasta came in a box,” Fraser said. “Frankly, the moms were not much more informed.” Fraser found that many of her students were not getting fresh fruit, vegetables or protein, and instead they
“I think one of the reasons this has been so successful is because people have a real interest in where their food comes from. As a culture, we went overboard with fast food, and now we’re back at the table.” were served carbohydrates for all three meals. “This one little boy in particular really hammered it home for me,” Fraser said. “He had these big, red circles under his eyes, and his parents were convinced he had ADD, but I just think he wasn’t getting the right nutrition.” Fraser’s students in her after-school cooking class were her main inspiration
to start a business based around the idea of reconnecting consumers with their food sources. “I wanted to find a way to show people that their food didn’t magically appear in the grocery store,” Fraser said. “Once people are exposed to the local farmers and have a clearer idea of where their food comes from, they want to support them directly. So these tours
have had a really positive impact.” One of the first tours Fraser integrated into her business is the Farm and Ranch Tour, where guests visit ranchers who raise beef, sheep, pigs, goats and chickens. The next stop could be to an organic farm where vegetables, herbs, berries and flowers are grown under the backdrop of the Cascade Mountains. Her tours have since expanded to walking tours of Downtown Bend and Bend’s Westside. More than half her guests are tourists who are interested in experiencing hidden culinary gems like Lone Pine Coffee Roasters, baked., and Primal Cuts Meat Market. Another popular hyper-local tour is the Fermentation Tour, which not only visits many of Bend’s famous breweries, but also might involve samplings of sourdough bread, Kombucha and kimchi.
“I’m really dedicated to local businesses, farmers and ranchers, and many of them have become my friends,” Fraser said. “It is definitely one of my goals through these tours and classes to expose people to new things, and perhaps turn them into supporters of these businesses too.” The Well Traveled Fork culinary tours include popular fermentation tours (far left) as well as Farm and Ranch Tours to places like Red Tail Farm (left) and Good Earth Farms (below). Photos submitted.
Ageless | Summer 2013 | 35
Ageless LEGAL ADVICE
ESTATE PLANNING ATTORNEY:
Trustees & Beneficiaries Know the obligations of trustees and the rights of beneficiaries. by Melissa P. Lande, Attorney
What Can I Do Now to Avoid Future Disputes Regarding the Administration of My Trust?
Although there are many different types of trusts that can be created during a person’s lifetime, the most utilized is revocable living trust. Many people want to know their rights and obligations as a trustee and a beneficiary. Although the validity of a trust may be challenged for lack of capacity, fraud, undue influence, duress, coercion or duress, most trust disputes involve the manner in which the trust is administered.
Do Trustees Have a Fiduciary Duty to Act in the Best Interests of the Beneficiaries? When a person creates a trust (the trustor), they typically choose the successor trustee who will administer the tr ust if the tr ustor becomes incompetent or after the trustor’s death. During the trustor’s lifetime, the trustee generally operates the trust for the trustor’s benefit. After the trustor’s
death, the trustee administers the trust for the benefit of the beneficiaries. All tr ustees, whether they are professional trustees, family members or friends, have a fiduciary duty to act in the beneficiaries’ best interests as
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outlined in the terms of the trust. If they refuse or fail to do so, they can be removed by the court.
Do Beneficiaries Have any Rights? After the trustor’s death, beneficiaries of a trust are entitled to an accounting of the trust assets and trust activity. A benef iciar y may request an accounting from the trustee. If the trustee fails or refuses to provide a full accounting, the beneficiary can seek court assistance to obtain the information or to remove the trustee. This can lead to friction when trustee believes they are handling the trust in the manner that the trustor expected and a beneficiary has a different understanding of the trustor’s intent.
To avoid future disputes, you want to have an estate plan in place. You cannot anticipate every potential challenge, but you can maximize the effectiveness of your plan to prevent conflicts down the road. One of the most impor tant considerations of your estate plan is the selection of a person to serve as your successor trustee. The trustee should be trustworthy, have good organizational skills and have at least some financial knowledge. Depending on the circumstances, the trustee may need to collect estate assets, invest money, pay bills, file accountings and manage money for the beneficiaries. The trustee may need to consult with the trust beneficiaries about their needs, so the trustee should be someone with whom the beneficiaries feel comfortable. Depending on the complexity of the trust and the trustee’s skill level, the trustee may also need to consult with professional advisors. It is important to choose someone to serve as trustee who will be willing to use professional advisors when necessary.
Should I Appoint a Family Member, Friend or Professional to Serve as Trustee? One of the main benefits of choosing
If you have a family member or friend who is competent to handle the financial matters involved, has the time and interest to do so, and if family conflicts are not a problem, then naming a relative or friend as a trustee may be a good idea. a family member or friend to serve as trustee is that they ordinarily won’t charge a fee and they understand the dynamics of the family. Family members also have a personal stake in the trust’s success. However, they may lack sufficient financial expertise requiring them to seek professional assistance. Also, appointing family members or friends to serve as trustee can sometimes lead to conflict. If you have a family member or friend who is competent to handle the financial matters involved, has the time and interest to do so, and if family conflicts are not a problem, then naming a relative or friend as a
trustee may be a good idea. You can also appoint either an institutional trustee like a bank or trust company or a private fiduciary. Both will have knowledge and experience concerning financial and investment options. They are usually more objective in their decision making than family members or friends. However, they will charge a fee which is usually based on a percentage of the value of the trust, they will likely be less personal and the contact person may change periodically. In addition, your assets must be worth a minimum amount for the professional to act as trustee.
What Can I Do to Avoid Trust Administration Disputes? Most trust litigation involves disagreements over the administration of the trust by the trustee. Issues can be avoided through comprehensive planning and the appointment of a trustee best suited to carry out the intent of the trust efficiently and fair. If you are considering a trust, or if you are currently serving as a trustee dealing with inquiries from the beneficiaries of a trust or if you are a beneficiary trying to understand your options, a consultation with an experienced estate planning attorney will help you to understand and protect your rights
Melissa P. Lande is a partner at Bryant, Lovlien and Jarvis in Bend. She focuses her practice on assisting her clients with estate planning, elder law, wills, trusts, probate, asset protection, guardianships and conservatorships. Melissa is a graduate of New York University and Washington and Lee University School of Law in Virginia. She is a member of the Oregon State Bar Estate Planning and Elder Law Sections. She and her husband, Mark, have a son, Griffin, and a daughter, Lila. Contact Melissa at 541 382-4331 or lande@bljlawyers.com.
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COCOA NEWS CENTRAL OREGON COUNCIL ON AGING:
COCOA Involved in Alzheimer’s Study
Pamela Norr, Executive Officer Central Oregon Council On Aging
“... the benefit of the program is that it gives caregivers and care recipients simple, easy methods to improve brain health, minimize disability due to dementia, and improve communication and living skill. The most useful tool the program provides is that of mindfulness ...” 38 | Ageless | The Bulletin
In an effort to continually meet the needs of our community, Central Oregon Council On Aging (COCOA) is partnering with the University o f Wa s h i n g t o n t o b r i n g t he Reducing Disabilit y in Alzheimer’s Disease (RDAD) study to community members in Central Oregon. RDAD is an intervention to help people with dementia and their caregivers in their homes maintain physical function and emotional wellbeing. Gail Harlow, a caregiver, ex plains how the prog ram works. “What benefit — I was able to realize how the person feels, whether confused, angr y or anxious,” she said. “Now I can help him better by looking at the situation and seeing how I can help change the situation. Also, exercise is very important, even if it’s just walking outside around the house.” “ Fo r u s, t h e b e n e f it o f the program is that it gives caregivers and care recipients s i m pl e, e a s y m e t h o d s t o improve brain health, minimize disability due to dementia, and improve communication and living skill. The most useful tool the program provides is that of mindfulness, i.e., being aware of and sensitive to the many different challenges of living with dementia,” state Steve Thorp and Margo Alexander,
par ticipant s in the Central Oregon RDAD project. “Thanks to UW and COCOA for this wonderful program.” Elig ible a re people w it h Alzheimer’s or dementia and their caregiver who live together in the community. When participating in the RDAD program, caregivers and care recipients receive home visits and phone consults with
research on dementia. “It is very helpful to know that this research is being done and that there is empirical evidence that these methods work,” said Janie Rank. “The regular sessions with our spectacular coach gives us a chance to tailor the methods to our particular situation.” The RDAD study is funded by the National Institutes of
a specially trained study coach from Central Oregon Council On Aging. Couples learn exercises to improve strength and balance, and caregivers set goals for self-care and pleasant events. Additionally, caregivers practice skills such as problem-solving and effective communication. Par ticipant s w ill also be contr ibuting to valuable
Health (NIH). This NIH study is an evidence based approach to care. There is no cost to participate in this study and the study cont inues for a few more months. For more information about the study requirements, please call Central Oregon Council On Aging at 541-6785483.
Ageless EVENTS CALENDAR BEND SUNDAY, JULY 28 St. Charles Free Summer Sunday Concerts: 2:30 p.m., Les Schwab Amphitheater, featuring Tony Smiley; free. THURSDAY, AUG. 1 Munch and Music Series: 5:30 p.m., Drake Park, music by Animotion, featuring food, arts and music; free. Friday-Sunday, Aug. 2-4 Flashback CRUZ 2013: 11 a.m., Drake Park; Nostalgia Cruz in downtown Bend on Saturday at 8 p.m. SATURDAY, AUG. 3 Central Oregon Saturday Market: Starting at 10 a.m. in downtown Bend; free. SUNDAY, AUG. 4 St. Charles Free Summer Sunday Concerts: 2:30 p.m., Les Schwab Amphitheater, featuring Cedric Watson & Bijou Creole; free. WEDNESDAY, AUG. 7 Bend Farmers Market: 3 p.m., Drake Park in downtown Bend; free. THURSDAY, AUG. 8 Munch and Music Series: 5:30 p.m., Drake Park, music by Rootz Underground, featuring food, arts and music; free. SATURDAY, AUG. 10 Backyard Farmer’s Market: 11 a.m., 61515 American Loop; meeting the farmers who grow your food; features food and produce booths, eggs, meat, cheese and more; free. THURSDAY, AUG. 15 Munch and Music Series: 5:30 p.m., Drake Park, music by Red Elvises, featuring food, arts and music; free. THURS-SAT., AUG. 15-17 Bend Brewfest: 3-11 p.m.; Noon to 11 p.m. Saturday; at Les Schwab Amphitheater. FRIDAY-SUNDAY, AUG. 23-25 Art in the High Desert: 10 a.m.-4 p.m., Old Mill District, along the banks of the Deschutes River; featuring photogra-
phy, jewelry, sculpture, ceramics, glass, print making, wood, fiber art, drawings and paintings. SUNDAY, SEPT. 8 The Great Drake Park Rotary Duck Race: 11 a.m., Drake Park; annual fundraiser since 1989; featuring food, live music and festivities. FRI-SAT., SEPT. 20-21 Bend Octoberfest: 5-10 p.m. Friday; noon-10 p.m. Saturday; Downtown Bend.
LA PINE SAT.-SUN., SEPT. 21-22 Newberry Sportsman’s Recreation Show: La Pine Community Center and La Pine State Park; seminars in archery, black powder, fly fishing, hunting safety, demo Dutch oven camp cooking.
REDMOND WEDNESDAY, JULY 31 Music in the Canyon: 5:30-8 p.m., American Legion Park; featuring Burnin’ Moonlight; free. WEDNESDAY-SUNDAY, JULY 31AUG. 4 Deschutes County Fair & Rodeo: Deschutes County Fair & Expo; featuring food, entertainment, music, animals, displays and more; expo. deschutes.org. WEDNESDAY, AUG. 2 Music in the Canyon: 5:30-8 p.m., American Legion Park; featuring The Sweat Band; free. WEDNESDAY, AUG. 7 Music on the Green: 6-7:30 p.m., Sam Johnson Park; featuring Carrie Cunningham and the Six Shooters; free. WEDNESDAY, AUG. 21 Music on the Green: 6-7:30 p.m., Sam Johnson Park; featuring Lori Fletcher with the Rock Hounds; free. WEDNESDAY, SEPT. 8 Music on the Green: 6-7:30 p.m., Sam Johnson Park; featuring Hokulea Dancers; free.
Ageless | Summer 2013 | 39