Guardianships Institute 2025 – Online On-Demand Sessions

Managing financial matters in guardianship cases requires attorneys to navigate complex budgeting, accounting, and compliance obligations. This session will explore key legal and fiduciary responsibilities related to guardianship finances, including court-approved budgets, annual accountings, record-keeping requirements, and best practices for managing client assets. Gain insights into common financial pitfalls, ethical considerations, and strategies for ensuring transparency and compliance with guardianship laws.
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.

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.

Visitation rights, marriage decisions, and reproductive autonomy for individuals under guardianship or subject to a power of attorney present complex legal and ethical challenges. This session will provide attorneys with a deep dive into the Illinois Power of Attorney Act and guardianship laws as they relate to visitation disputes, restrictions, and third-party rights. Additionally, we will explore the legal implications of a ward’s right to marry and make reproductive decisions, including court involvement, capacity determinations, and potential challenges from interested parties..
Originally presented as part of the Guardianships Institute 2025 Course.