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Guardianships Institute 2021

The 2021 IICLE® virtual Guardianships Institute is your opportunity to learn about the latest developments in Illinois guardianship law. Other topics include: practical tips for working with Adult Protective Services Agencies, limited guardianships, Medicaid planning tools, and much more!

Registration includes post-event access to the online on-demand recording.
Credits: 5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
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Expires: 7/1/2023

Program Moderator:  Amy McCarty, Monahan Law Group, LLC, Chicago 

The Ins and Outs of Limited Guardianships
Most guardianships involve the appointment of a plenary guardian of the person, estate or both. However, there are various situations where the appointment of a limited guardian of the person, estate or both is most appropriate for the alleged person with a disability. In addition, some of the most highly contested guardianship cases involve an individual who presents well and exercises his or her right to contest the adjudication of disability, leaving an opportunity for the parties to resolve the case with a limited guardianship in order to avoid an expensive, and often personal, guardianship trial. Through various case hypotheticals, this presentation will explore situations in which limited guardianship is appropriate and how practitioners can better tailor the powers and duties of limited guardians to the circumstances at hand.  
Kyle Fahey, Peck Ritchey, LLC, Chicago
Jesse Footlik, Peck Ritchey, LLC, Chicago    

Medicaid Planning Tools
Understand the various Medicaid planning tools available to guardians in administering a ward’s estate.      
Melissa Kallio, Dutton Casey & Mesoloras P.C., Chicago
Mallory Moreno, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago     

Working with Adult Protective Services Agencies, the Office of the State Guardian and Public Guardians
Discuss the role of Adult Protective Services agencies when investigating abuse cases that may lead to guardianships.  In addition, the session will discuss the referral process and the role of both the Office of the State Guardian and Office of the Public Guardian of Cook County. 
Wendy S. Cappelletto, Office of the Public Guardian of Cook County,Chicago
Madeleine Sharko, Office of the State Guardian, Chicago 

Intersection between Personal Injury and Probate in Wrongful Death and Survival Actions
An overview of wrongful death and survival actions from the inception of a personal injury case through trial and/or settlement and ultimately the opening of a probate estate (when needed). This segment will also address how such causes of action and corresponding outcomes impact minors and individuals with disabilities.
Charles (Chuck) R. Haskins, Clifford Law Offices, Chicago
James C. Pullos, Clifford Law Offices, Chicago
Missy N. Turk, Delaney Delaney & Voorn, Ltd.,Orland Park, Oak Brook & Chicago  

Trusts and Powers of Attorney in Guardianship Estates
Learn about the interplay between trust agreements, powers of attorney, and guardianship, including about a guardian’s duties relative to a ward’s trust, reasons to establish a trust within a guardianship estate and how to do so in light of Howell and Rivera, the impact of the new Illinois Trust Code on a ward’s trust, and whether powers of attorney can be maintained alongside a guardianship estate and when and how they should be revoked.
Mackenzie Hyde, Clark Hill PLC, Chicago
Amy McCarty, Monahan Law Group, LLC, Chicago 

Ethical and Practical Considerations for the Guardian ad Litem and Counsel for the Respondent
(1.0  Professional Responsibility)
Review legal and practical implications of acting as the Guardian ad Litem and as Respondent’s counsel including various legal obligations and ethical duties from the perspectives of a practitioner and retired Judge.
Hon. Jack Fleming (Ret.), Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago
Sarah M. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd., Chicago 

Adjourn

  

= IICLE® Publications Author

e-learn
SKU: P1906-21E
$300.00 or 6.00 credits
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USB Drive
SKU: P1906-21USB
Free shipping
$300.00
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Audio Download
SKU: P1906-21A
$300.00 or 6.00 credits
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Expires: 7/1/2023

Program Moderator:  Amy McCarty, Monahan Law Group, LLC, Chicago 

The Ins and Outs of Limited Guardianships
Most guardianships involve the appointment of a plenary guardian of the person, estate or both. However, there are various situations where the appointment of a limited guardian of the person, estate or both is most appropriate for the alleged person with a disability. In addition, some of the most highly contested guardianship cases involve an individual who presents well and exercises his or her right to contest the adjudication of disability, leaving an opportunity for the parties to resolve the case with a limited guardianship in order to avoid an expensive, and often personal, guardianship trial. Through various case hypotheticals, this presentation will explore situations in which limited guardianship is appropriate and how practitioners can better tailor the powers and duties of limited guardians to the circumstances at hand.  
Kyle Fahey, Peck Ritchey, LLC, Chicago
Jesse Footlik, Peck Ritchey, LLC, Chicago    

Medicaid Planning Tools
Understand the various Medicaid planning tools available to guardians in administering a ward’s estate.      
Melissa Kallio, Dutton Casey & Mesoloras P.C., Chicago
Mallory Moreno, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago     

Working with Adult Protective Services Agencies, the Office of the State Guardian and Public Guardians
Discuss the role of Adult Protective Services agencies when investigating abuse cases that may lead to guardianships.  In addition, the session will discuss the referral process and the role of both the Office of the State Guardian and Office of the Public Guardian of Cook County. 
Wendy S. Cappelletto, Office of the Public Guardian of Cook County,Chicago
Madeleine Sharko, Office of the State Guardian, Chicago 

Intersection between Personal Injury and Probate in Wrongful Death and Survival Actions
An overview of wrongful death and survival actions from the inception of a personal injury case through trial and/or settlement and ultimately the opening of a probate estate (when needed). This segment will also address how such causes of action and corresponding outcomes impact minors and individuals with disabilities.
Charles (Chuck) R. Haskins, Clifford Law Offices, Chicago
James C. Pullos, Clifford Law Offices, Chicago
Missy N. Turk, Delaney Delaney & Voorn, Ltd.,Orland Park, Oak Brook & Chicago  

Trusts and Powers of Attorney in Guardianship Estates
Learn about the interplay between trust agreements, powers of attorney, and guardianship, including about a guardian’s duties relative to a ward’s trust, reasons to establish a trust within a guardianship estate and how to do so in light of Howell and Rivera, the impact of the new Illinois Trust Code on a ward’s trust, and whether powers of attorney can be maintained alongside a guardianship estate and when and how they should be revoked.
Mackenzie Hyde, Clark Hill PLC, Chicago
Amy McCarty, Monahan Law Group, LLC, Chicago 

Ethical and Practical Considerations for the Guardian ad Litem and Counsel for the Respondent
(1.0  Professional Responsibility)
Review legal and practical implications of acting as the Guardian ad Litem and as Respondent’s counsel including various legal obligations and ethical duties from the perspectives of a practitioner and retired Judge.
Hon. Jack Fleming (Ret.), Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago
Sarah M. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd., Chicago 

Adjourn

  

= IICLE® Publications Author

Products specifications
Program Date8/27/2021
Products specifications
Program Date8/27/2021
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