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Guardianship and Conservatorship: Essentials of and What to Avoid

presented by Lorman Education Services
View the Lorman Education Services Profile and Course Listings

Summary

Guardianship and Conservatorship: Essentials of and What to Avoid

Workshop Description/Agenda

Benefits
Gain a better understanding of the how to represent clients in a guardianship or conservatorship matter. Many practitioners are not familiar with the probate court and do not know how to effectively represent their client in a guardianship or conservatorship matter. They also do not understand what the probate court judges are looking for when determining whether to appoint a guardian and conservator and who should be appointed as guardian or conservator for the ward. This information helps the attorney understand the probate process, pleadings and what the judges need to know in order to appoint a guardian or conservator. The information also explains the relevant statutes, the priority of appointment and how to manage contested hearings. Failing to properly understand the probate court process for guardianships and conservatorships can cause the attorney to have a bad result for their client. This material is critical for attorneys practicing in the probate court and filing petitions for guardianship and conservatorship. This information will give the attorney a sound foundation and understanding of the probate process for guardianship and conservatorships and give instructions on how to handle contested guardianships and conservatorships.

Agenda
Guardianship ñ Legally Incapacitated Individual
ï Petition for Appointment
ï Do-Not-Resuscitate Order
ï Physicians Orders for Scope of Treatment (POST)
ï Alternatives to Guardianship
ï Ethical Considerations

Guardianship ñ Developmental Disabled Individual
ï Mental Health Code
ï Definition and Requirements

Conservatorship
ï Petition
ï Court Requirements
ï Priority
ï Jurisdiction and Venue

The Contested Guardianship and Conservatorship
ï How to Build Your Case
ï Facts to Gather
ï Things to Avoid

Faculty
Brian R. Jenney with Kemp Klein Law Firm, Edward M. Nahhat with Kemp Klein Law Firm

Credits
CFP ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request.

Who Should Attend

This live audio conference is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners and enrolled agents.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Guardianship and Conservatorship: Essentials of and What to Avoid


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