Budgeting and Accounting Issues in Guardianships

Drafting effective guardianship pleadings is essential for ensuring a smooth legal process and compliance with court requirements. This session will provide attorneys with a practical, step-by-step guide to preparing key guardianship documents, including petitions, reports, accountings, and proposed orders. Learn best practices for drafting clear, persuasive pleadings, avoiding common pitfalls, and addressing judicial expectations.
Originally presented as part of the Guardianships Institute 2025 Course.

As the use of non-bank case management agencies and corporate or non-family fiduciaries in guardianship continues to expand, attorneys must navigate complex legal and procedural challenges that they may not encounter regularly. This session will explore lesser-known aspects of working with public guardians, state guardians, banks, trust companies, and private case management agencies. We will discuss critical issues such as what happens to a power of attorney when the Office of the State Guardian or Public Guardian is appointed for only the person or estate, the cost disparities between different fiduciary options, and when guardians are willing to co-serve with individuals or financial institutions. Additionally, we will address common mistakes in petitioning for a public guardian, whether a public guardian can serve as a trustee, and key benefits and drawbacks of working with each type of fiduciary.
Originally presented as part of the Guardianships Institute 2025 Course.

Guardianship for minors presents unique legal and procedural challenges distinct from adult guardianship cases. This session will equip attorneys with essential knowledge on key issues, including the appointment process, parental rights considerations, financial management for minors, and transitioning out of guardianship upon reaching adulthood.
Originally presented as part of the Guardianships Institute 2025 Course.