Guardianships and Conservatorships

Training Provided by Lorman Education Services Guardianships and Conservatorships - Protect your organization know the ins and outs of guardianships and conservatorships. Attend this cutting-edge seminar and get helpful strategies on guardianships and conservatorships. You ll gain a clear understanding of filing for guardianships and conservatorships. Meet the challenges ahead and find out what you need to know about selecting the fiduciary. These are just a few of the valuable tips we ll discuss at this must-attend seminar. You ll acquire the shrewd wisdom and good judgment necessary to succeed no matter what challenges arise. Don t miss this opportunity to learn to navigate the complex and changing issues surrounding guardianships and conservatorships. Benefits for You Find out when a guardianship or conservatorship is required Know what pleadings or documents you re required to file Learn the ins and outs of a minor s guardianship and conservatorship Tips on selecting the fiduciary Do s and don ts from the probate commissioners

Guardianships and Conservatorships 8:00 am 8:30 am Registration

8:30 am 9:15 am Filing for Guardianship
Yvette N. Banker
Guardianship Defined
When a Guardianship Is Required
Pleadings and Documents Required to Be Filed
Notice
Guardianship With Mental Health Powers

9:15 am 10:00 am Filing for Conservatorship
Yvette N. Banker
Conservatorship Defined
When a Conservatorship Is Required
Pleadings and Documents Required to Be Filed
Notice
Restricting Accounts

10:00 am 10:10 am Break

10:10 am 10:45 am Minor s Guardianship and Conservatorship
Jane Proctor
Testamentary Appointment
Court Appointment
Juvenile Court or Probate Court?
Non-Blood Relative as Proposed Appointee
Court Approval Settlement of Claim
Single Transactions Through Court

10:45 am 11:45 am Temporary or Emergency Guardianship and Conservatorship Proceedings With or Without Notice
Yvette N. Banker

11:45 am 12:00 pm Questions and Answers
Yvette N. Banker, Rex H. Decker, Lindsay Best Ellis, Jane Proctor and Michael A. Zaglool

12:00 pm 1:00 pm Lunch (On Your Own)

1:00 pm 2:00 pm Selecting the Fiduciary
Michael A. Zaglool
Difference Between Petitioner and Fiduciary
Use of Co-Fiduciaries
Corporate Fiduciary
The Veterans Administration

2:00 pm 2:35 pm Guardianship and Conservatorship Administration
Jane Proctor
Guardianship Administration
Conservatorship Administration

2:35 pm 2:45 pm Break

2:45 pm 3:30 pm The Role of Court-Appointed Legal Counsel for the Ward
Rex H. Decker
Ethical Considerations

3:30 pm 4:15 pm Do s and Don ts From the Probate Commissioners
Lindsay Best Ellis and Richard L. Nothwehr

4:15 pm 4:30 pm Questions and Answers
Yvette N. Banker, Rex H. Decker, Lindsay Best Ellis, Richard L. Nothwehr, Jane Proctor and Michael A. Zaglool

About The Training Provider: Lorman Education Services

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