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Guardianships Institute

This brand-new IICLE® program will help you more effectively facilitate relationships and handle litigation in guardianship cases. Learn how to handle both routine and difficult matters, including care plans, budgets, housing and citations. Get tips for dealing with third parties and resolving disputes.
Credits: 4.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.5 Other PR

Expires: September 1, 2021

Welcome & Introduction to the Program by the Program Moderator
Michael DeLaney, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Initiating the Relationship with a Potential Guardian
(0.75 Professional Responsibility)
Explore the ideal characteristics of a guardian and learn how to navigate the initial meeting to ascertain if the potential client has those necessary characteristics.  Understand how to analyze the initial steps in a case, including assessment of jurisdictional issues under the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA).
Heather E. Voorn, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Preparing a Recently Appointed Guardian with Routine Matters
Review the procedural responsibilities of the guardian including inventory, accounting, annual report, budget, and care plans. Get best practice recommendations to the guardian-client to develop an effective system for managing the guardianship.
Kathryn G. Shores, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest

Instructing the Guardian on Difficult Issues
(0.75 Professional Responsibility)
Your client has just been appointed as a Guardian and you have some heavy issues to tackle. Learn how to introduce an in-home caregiver to the situation, as well as how to transfer to facility if that level of care becomes necessary. Understand how to take away the keys when safe driving is otherwise not possible. Learn how to remove the exploiter (assuming the guardian is not the exploiter!) when the situation becomes untenable.
Linda Strohschein, Strohschein Law Group, St. Charles & Wheaton

Housing Issues Affecting People under Guardianship and Other Placement Concerns
Understand the law as well as various pitfalls/issues guardians might encounter when seeking housing for people under guardianship, including deciding what type of placement is appropriate in light of a doctor’s recommendation; deciding between supportive living facilities versus nursing homes versus assisted-living; and evaluating whether somebody can stay at home.  Also, appreciate the challenges guardians face when deciding to house someone in their home. 
Celeste K. Jones, Office of the Public Guardian of Cook County, Chicago

Third Parties to a Guardianship: Friend or Foe?
Explore how to insert third parties into a guardianship – or thwart their advances. 
Hon. James G. Riley (Ret.), FMS Law Group LLC, Chicago
MacKenzie A. Hyde, Clark Hill PLC, Chicago

Attorney for the Respondent – The Who, What, When, Where and How of Representing a Respondent in a Guardianship Proceeding
Learn about the rights of the Respondent throughout the guardianship proceedings, best practices for communicating with the client, the Rules of Professional Responsibility related to representing Respondents, jurisdiction/venue issues, discovery, objections/motions, attorneys’ fees and representation of the Respondent after a Plenary Guardian has been appointed.
Bridget Wrobel, Strohschein Law Group, St. Charles & Wheaton

Citations to Remove the Guardian and Citations to Recover Property Belonging to the Estate
Learn how to recover assets through citation proceedings.
Hon. Susan Coleman (Ret.), Peck Ritchey, LLC, Chicago
Kerry Peck, Peck Ritchey, LLC, Chicago

Creative Ways to Resolve Guardianship Disputes (even before they’re filed and before they’re contested!)
Explore options to resolve potentially and actually contested guardianships, thereby preventing or concluding messy disruptions in the lives and to the families of our clients and wards.
Thomas Brennan, Office of the Public Guardian of Cook County, Chicago
Ray J. Koenig III, Clark Hill PLC, Chicago

e-learn
SKU: P1906-19E
$300.00 or 6.00 credits
decrease increase
DVD
SKU: P1906-19D
$300.00
decrease increase
Audio Download
SKU: P1906-19A
$300.00 or 6.00 credits
decrease increase
Products specifications
Program Date9/26/2019

Expires: September 1, 2021

Welcome & Introduction to the Program by the Program Moderator
Michael DeLaney, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Initiating the Relationship with a Potential Guardian
(0.75 Professional Responsibility)
Explore the ideal characteristics of a guardian and learn how to navigate the initial meeting to ascertain if the potential client has those necessary characteristics.  Understand how to analyze the initial steps in a case, including assessment of jurisdictional issues under the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA).
Heather E. Voorn, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Preparing a Recently Appointed Guardian with Routine Matters
Review the procedural responsibilities of the guardian including inventory, accounting, annual report, budget, and care plans. Get best practice recommendations to the guardian-client to develop an effective system for managing the guardianship.
Kathryn G. Shores, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest

Instructing the Guardian on Difficult Issues
(0.75 Professional Responsibility)
Your client has just been appointed as a Guardian and you have some heavy issues to tackle. Learn how to introduce an in-home caregiver to the situation, as well as how to transfer to facility if that level of care becomes necessary. Understand how to take away the keys when safe driving is otherwise not possible. Learn how to remove the exploiter (assuming the guardian is not the exploiter!) when the situation becomes untenable.
Linda Strohschein, Strohschein Law Group, St. Charles & Wheaton

Housing Issues Affecting People under Guardianship and Other Placement Concerns
Understand the law as well as various pitfalls/issues guardians might encounter when seeking housing for people under guardianship, including deciding what type of placement is appropriate in light of a doctor’s recommendation; deciding between supportive living facilities versus nursing homes versus assisted-living; and evaluating whether somebody can stay at home.  Also, appreciate the challenges guardians face when deciding to house someone in their home. 
Celeste K. Jones, Office of the Public Guardian of Cook County, Chicago

Third Parties to a Guardianship: Friend or Foe?
Explore how to insert third parties into a guardianship – or thwart their advances. 
Hon. James G. Riley (Ret.), FMS Law Group LLC, Chicago
MacKenzie A. Hyde, Clark Hill PLC, Chicago

Attorney for the Respondent – The Who, What, When, Where and How of Representing a Respondent in a Guardianship Proceeding
Learn about the rights of the Respondent throughout the guardianship proceedings, best practices for communicating with the client, the Rules of Professional Responsibility related to representing Respondents, jurisdiction/venue issues, discovery, objections/motions, attorneys’ fees and representation of the Respondent after a Plenary Guardian has been appointed.
Bridget Wrobel, Strohschein Law Group, St. Charles & Wheaton

Citations to Remove the Guardian and Citations to Recover Property Belonging to the Estate
Learn how to recover assets through citation proceedings.
Hon. Susan Coleman (Ret.), Peck Ritchey, LLC, Chicago
Kerry Peck, Peck Ritchey, LLC, Chicago

Creative Ways to Resolve Guardianship Disputes (even before they’re filed and before they’re contested!)
Explore options to resolve potentially and actually contested guardianships, thereby preventing or concluding messy disruptions in the lives and to the families of our clients and wards.
Thomas Brennan, Office of the Public Guardian of Cook County, Chicago
Ray J. Koenig III, Clark Hill PLC, Chicago

Products specifications
Program Date9/26/2019
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