Guardianships

Take a deeper dive into nuanced aspects and rule changes relating to SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.

Learn about the rights of the Respondent throughout the guardianship proceedings. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

Learn how to recover assets through citation proceedings. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

Learn how to recover assets through citation proceedings. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

This is a handy reference tool for seasoned attorneys and a useful research foundation for new attorneys, legal assistants, and law clerks.

The guardianship process can be tricky. Understand its nuances and complications that can arise. The impact of regional differences on court proceedings is also discussed.

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.

Understand the law as well as various pitfalls/issues guardians might encounter when seeking housing for people under guardianship. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

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. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

Get best practice recommendations on how to handle advising your client/guardian on how to handle some heavy issues including in-home caregivers, transfer to a facility, and taking away the keys. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

Get best practice recommendations to the guardian-client to develop an effective system for managing the guardianship. Originally presented as part of the Guardianships Institute, available in its entirety as P1906-19U.

One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.