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Educating the Guardian - Webcast Replay

P9007-21E-12WR
You filed the petition, presented the medical report and got the guardian appointed. So, what’s next? The best way to make sure that things go smoothly in court for the duration of the guardianship is to do a good job educating the guardian. If the guardian understands the budgeting process, basic accounting principles and the role of the court, things are likely to go well. If they don’t, you can expect to be over budget and trying to explain how things went wrong to the judge. This presentation will review some common misunderstandings that guardians have about the process and discuss strategies to help the guardian stay on track.

Live Webcast Replay on Friday, April 22, 2022 from Noon to 1:00 PM
Originally part of the 17th Annual Elder Law Short Course
$80.00

Interplay Between Mental Health Court and Guardianship Court

P9016-21E-05
What cases should commence in the Mental Health court vs. Guardianship, when should the matter convert from one to the other, should it ever be in both courts? This session will examine an overview of the Mental Health court process and when it’s appropriate. We will also discuss handling residential placements if a Ward is unwilling to leave their home.
$60.00

Guardianship (the Basics and Beyond) and the ABCs of ABLE

P9016-21E-04
Join us for a discussion of options relating to surrogate decision making including, but not limited to, guardianship. This will include a brief discussion of the “basics”, followed by an in-depth look at non-routine issues (i.e., those issues that don’t often arise, but when they do you will be glad you attended this session!). As an unrelated topic, we will also explore the evolution of ABLE since its inception in 2014 and ideas on how to make the most of ABLE accounts for your clients.
$80.00

Drafting Wills for Challenging Family Dynamics

P2121-21E-03
This estate planning workshop will focus on preparing Wills for clients with challenging or interesting family dynamics. As the world has evolved and become more inclusive and fluid, so has the definition of “family” for many people. Therefore, drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive, or exclusive, is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn: 1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place 2. How to design provisions, including but not limited to guardianship, for Lawful Permanent Residents with primarily non-U.S. family but U.S. children 3. Crafting provisions that address disproportionate gifting and assist in avoiding probate and probate challenges
$80.00

Educating the Guardian

P9007-21E-12
You filed the petition, presented the medical report and got the guardian appointed. So, what’s next? The best way to make sure that things go smoothly in court for the duration of the guardianship is to do a good job educating the guardian. If the guardian understands the budgeting process, basic accounting principles and the role of the court, things are likely to go well. If they don’t, you can expect to be over budget and trying to explain how things went wrong to the judge. This presentation will review some common misunderstandings that guardians have about the process and discuss strategies to help the guardian stay on track.
$80.00

Estate Planning in Guardianship

P9007-21E-11
Learn the latest on estate planning in the context of guardianship and steps you can take to best protect your clients.
$80.00

Forms, Orders and Findings: Practical tips and Suggestions in Adult Guardianship Proceedings

P9007-21E-09
This session will explore key provisions of the Adult Guardianship pleading forms for multiple counties and provide tips on how to present the most persuasive case on paper. Suggested Court Orders will be discussed, including various findings that should be included in an Order when a guardian is appointed. We will also provide pointers for practitioners when serving as counsel for non-appointed parties, specifically in relation to Orders entered in the guardianship proceedings.
$80.00
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