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Who should attend Guardianships And Conservatorships
This seminar is designed for attorneys, paralegals and legal assistants.
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Guardianships And Conservatorships  

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This seminar is designed for attorneys, paralegals and legal assistants.

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Seminar Summary:

This seminar will cover such topics as filing for guardianships and conservatorships, selecting the fiduciary, mental health guardianships, and much more. (see full course description)

 
 

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Training Course Syllabus:


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

F. Notice

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

D. Notice

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 Conservatorship

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.

Break

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 Administration

A. Inventory And Appraisement

B. Estate Management Plan

C. Annual Guardians Report

D. Annual Physicians Report

E. Accountings

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 Transaction/Conservatorship Proceedings

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.

Break

3:00 p.m. - 3:40 p.m.

XI. Guardianship/Conservatorship Litigation: Procedures And Strategy

3:40 p.m. - 4:25 p.m.

XII. Do's And Don'ts From The Probate Commissioners

4:25 p.m. - 4:30 p.m.

XIII. Wrap Up

Seminar Summary:

This seminar will cover such topics as filing for guardianships and conservatorships, selecting the fiduciary, mental health guardianships, and much more. (see full course description)

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