Topics to be discussed include:
- Filing For Guardianships And Conservatorships
- Temporary/Emergency Guardianship And Conservator Proceedings
- Selecting The Fiduciary
- The Role Of Court-Appointed Legal Counsel For The Ward
- Professional Evaluation Of The Cognitively Impaired Client
- Mental Health Guardianships
- Public Benefits Planning
- Litigation Procedures: Strategy
8:30 a.m. - 9:00 a.m.
I. Filing For Guardianship
A. Guardianship Defined
B. When A Guardianship Is Required
C. Loss Of Civil Rights
D. The New Arizona Requirements For Limited Guardianship
E. Pleadings/Documents Required To Be Filed
9:00 a.m. - 9:30 a.m.
II. Filing For Conservatorship
A. Conservatorship Defined
B. When A Conservatorship Is Required
C. Pleadings/Documents Required To Be Filed
E. Bondings vs. Restrictions
F. Selling Real Property
G. Investing Conservatorship Assets/Court Approval
H. Single Transaction Authority
9:30 a.m. - 9:45 a.m.
III. Temporary/Emergency Guardianship
And Conservatorship Proceedings
With Or Without Notice
9:45 a.m. - 10:00 a.m.
IV. Minor's Guardianship And
A. Minor's Guardianship
1. Testamentary Appointment
2. Court Appointment
3. Delegation Of Powers By Parent/Guardian
B. Minor's Conservatorship
1. Court Appointment And Considerations
2. Personal Injury Settlements
10:00 a.m. - 10:15 a.m.
10:15 a.m. - 10:55 a.m.
V. Selecting The Fiduciary
A. Difference Between Petitioner And Fiduciary
B. Use Of Co-Fiduciaries
C. The Private Fiduciary
D. The Public Fiduciary
E. The Veterans Administration
10:55 a.m. - 11:25 a.m.
VI. The Role Of Court-Appointed Legal
Counsel For The Ward
11:25 a.m. - 12:10 p.m.
VII. Professional Evaluation Of The
Cognitively Impaired Client
12:10 p.m. - 1:10 p.m.
Lunch (On Your Own)
1:10 p.m. - 1:40 p.m.
VIII. Guardianship And Conservatorship
A. Inventory And Appraisement
B. Estate Management Plan
C. Annual Guardians Report
D. Annual Physicians Report
1:40 p.m. - 2:00 p.m.
IX. Mental Health Guardianship
2:00 p.m. - 2:45 p.m.
X. Public Benefits Planning In Single
A. Special Needs Trusts: Establishment And Administration
B. ALTCS Planning: Court-Approved Transfers, Including Protecting The Ward's Home From Estate Recovery
2:45 p.m. - 3:00 p.m.
3:00 p.m. - 3:40 p.m.
Litigation: Procedures And Strategy
3:40 p.m. - 4:25 p.m.
XII. Do's And Don'ts From The Probate
4:25 p.m. - 4:30 p.m.
XIII. Wrap Up