About CGCM
Mission Statement
Conservator and Guardian Corporation of Montana (CGCM) is a Montana corporation established to provide professional fiduciary and guardianship services. CGCM promotes quality of life and well-being for individuals who life successes need support and guidance. Our focus is people-centered and person-directed, identifying individuals’ strengths and weaknesses and how to enhance a level of independence for them. Each person has the right to be treated with understanding and respect, the right for their wishes to be considered, and a right to be cared for.
CGCM Guiding Principles
1. Client Interest
Because of the trust and faith our clients place in CGCM, CGCM will act at all times for the sole benefit and interest of our clients when providing the highest standard of fiduciary services.
2. Client Decision Making
CGCM strives to provide the maximum amount of control over decision-making to our clients.
3. Holistic Approach
CGCM uses a holistic approach to providing fiduciary services and problem solving. CGCM will seek information from a wide number of resources before developing and implementing an agreed upon plan for fiduciary services.
4. Client Control
CGCM fiduciary services will be provided in the least restrictive method possible, in compliance with our principle to allow individual control over decision-making.
Purpose
The purpose of CGCM is to provide quality, flexible, client-centered guardianship and fiduciary services to Montanans who are vulnerable, in need of support and assistance, and unable to provide for their own needs.
A fiduciary duty is a legal or ethical relationship of confidence or trust between two or more parties. Typically, a person acting as fiduciary takes care of money for another person in a prudent manner.
The array of comprehensive fiduciary and guardianship services includes:
- Durable Power of Attorney (DPOA)
- Court established Guardianships
- Court appointed Conservatorships
- Financial & Planning Services for people living in the community, assisted living facilities, and retirement communities
- Trusts, Revocable Living Trusts and Special Needs Trusts
Self-determination should always be an important part of conservatorships and
History of CGCM
Conservator and Guardian Corporation of Montana (CGCM) was established in October 2008 as a taxable non-profit corporation. CGCM was formed to provide flexible, client centered guardianship and fiduciary services and to prevent financial exploitation and fraud.
The seven-member Board of Directors are all volunteers. They have in excess of 100 years of experience in the area of aging and disability services, including direct care, legal and advocacy and supportive services. CGCM has paid staff members who deliver quality fiduciary services to our clients. They have over 80 years of experience in aging and financial services.
The scope of CGCM services has evolved over the years. Initially, CGCM took an educational approach to delivering services. Its goal was to educate the public about the need to complete legal documents that clearly set forth how one’s financial affairs were to be handled. This approach gives clients more control over their futures and their appointed agents more direction to carry out client wishes in the event they become unable to manage their affairs or make decisions for themselves. The Board eventually expanded its scope to deliver court appointed conservatorship and guardianship services as well as oversight of Trusts.
The Conservator and Guardianship program provides client management and fiduciary services and assesses gaps in other services. We take proactive steps to develop a variety of services and resources to meet individuals’ needs. CGCM actively seeks to identify and link people with new or existing networks to support clients.
Meet CGCM Board Members
Karen Erdie
Karen retired in 2014 after serving as Executive Director of Area II Agency on Aging serving eleven counties in central Montana for 35 years. The programs provided by Area II Agency on Aging are the following: Area II Guardianship Program, Representative Payee Program through Social Security, Home and Community Based Services, Self-Directed Personal Care Program, Veterans Direct Home and Community Based Services, State General Fund and Federal programs contracted for senior citizen programs throughout the eleven-county planning and service area.
She was a founding member of CGCM and has served on the Board since its inception in 2008 and has served as the Chairperson and Secretary. She is a founding member and serves as a board member of Montana Generational Justice. She has also served as Chairperson of Montana AAA Legal Services, which coordinates legal services to the elderly with the Montana Legal Services Developer, since 2010.
Since retiring in 2014, she moved to Billings and serves in the following capacities: as Treasurer on the Board of Directors of the Billings Senior Citizens, Inc. at the Billings Community and Senior Citizens Center; on the Board of Directors of Big Sky Senior Services in Billings, which is a home care agency; on the Advisory Board of St. Vincent Healthcare Foster Grandparent Program; and as Secretary of the Wellington Place Homeowners Association in Billings where she owns a home.
Christine Mandiloff
Christine Mandiloff is a lawyer and librarian with a career centered in public service. With legal aid organizations in Idaho and Montana, she served as an attorney and communicator, with a focus on making easy-to-understand legal information and forms available to all. In her career she has worked to provide seniors and limited-income individuals with equal access to the law and to the courts. Christine has most recently focused on librarianship and information services with the State of Montana Judicial and Legislative Division Branches. She currently serves on both CGCM and MGJ Boards of Directors.
Susan Kunda
Susan has worked with the Area IX Agency on Aging for over 30 years. Her jobs include Local Ombudsman, State Health Insurance Program counselor, Information and Assistance Technician, Reverse Annuity Mortgage counselor, and Program Manager for in-home services. She worked with Adult Protective Services, Summit Independent Living, Northwest Human Resources, et. al., on advanced directive issues, creating a legal documents brochure outlining what power of attorney is, living Will, etc. to educate the community on the different legal resources. Out of this endeavor, the group started the Western Montana Chapter for the Prevention of Elder Abuse, which started in Kalispell and then expanded into Missoula. This program was for elders who were being exploited, could no longer handle their finances or were spending money but not paying their bills. Susan also serves as a board member for Montana Generational Justice.
Doug Blakley
Doug has worked in aging services and advocacy for over 35 years. He served as the State Long-Term Care Ombudsman for over 13 years, developing the foundation for a statewide program. For the next 14 years, he coordinated data collection and reporting for Aging Services statewide. In addition, he wrote grants and coordinated the initial development of the statewide Aging and Disability Services program, the Alzheimer’s disease services grant, the Senior Farmers’ Market program, the statewide Respite program, and the Veterans Self-Direct program. Upon retirement, he has worked for 8 years in the Montana Generational Justice onsite documents clinic program. Doug also serves as a board member for Montana Generational Justice.
Mark Hurlbut
Mark’s experience stems from thirty-five years in development and management of businesses located in Georgia, Minnesota, Massachusetts, and Maryland ranging from $7mm to $35mm in sales.
He was responsible for starting and managing a pressure-sensitive label company for Taylor Corporation in Mankato, Minnesota, and managed new product development, and sales and marketing for Tensar Corporation, a geotechnical plastics products company located in Atlanta. He has experience with turnarounds, mergers and acquisitions, and consolidation of resources in the direct business-to- business paper products.
After moving back to Montana, Mark ran the Montana Uninsured Employer’s Fund, a self-funded program that provided resources to injured employees working for uninsured employers.
Mark served as Board Chairman for Montana Generational Justice, a 501c3 Corporation, and has been a board member for six years.
Steve Garrison
Steve has been a Montana lawyer since 1975, having served 4 years as an active-duty Army JAG and 26 years as an Army Reservist, both as a JAG and a Logistician. As a Logistician, he served six months in Operation Desert Shield/Storm. He served 3½ years as a Deputy County Attorney in Helena, then 26 years with the Montana Dept. of Transportation, working in condemnation, contractor claims, contract law, and as MDT’s lead negotiator with the seven Tribal governments. He is currently serving in emeritus status with the Montana State Bar, only doing pro bono legal work for in-need Veterans and their families.
Steve helped start and still chairs a non-profit for in-need Veterans called Montana Joining Community Forces. He serves on the Board for both Conservator Guardian Corporation of Montana and Montana Generational Justice. In addition, Steve serves as legal counsel on the Executive Committee for CGCM and MGJ.
Craig Charlton
Craig has been in private practice in Helena since 2003. After graduating from the University of Montana School of Law in 2001, he spent two years clerking for the Montana Supreme Court. After his clerkship, Craig began work at Smith Law Firm. His practice primarily consists of real estate law, estate planning, probates, guardianships, and general business law. In 2014, he became managing partner of Smith Law Firm. During his time in practice, Craig has been a member of the BETTR Law Section of the Montana State Bar, served on the State Bar’s Elderly Assistance Committee, and is currently on the Board of Trustees of the State Bar.
Craig has worked with Conservator Guardian Corporation of Montana over the years. He has represented the organization in conservatorship cases and related matters. He has also participated in several legal document clinics with Montana Generational Justice over the years. Outside of the practice of law, Craig served as a representative for the City of Helena on the City-County Consolidated Planning Board for six years, chairing the board in 2019.
Craig currently serves on both CGCM and MGJ Boards of Directors.
How Can We Help You?
Office
130 Neill Avenue – the Top Floor
Helena MT 59601
Mailing
P.O. Box 1419
Helena MT 59624
Phone
(406) 422-3904