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Live Webinar

90-minute live streaming program
  • February 20
  • 1:00 - 2:30 pm EST

Guardianship and Conservatorship: Essentials of and What to Avoid

February 20

Gain a better understanding of the how to represent clients in a guardianship or conservatorship matter.

Many practitioners are not familiar with the probate court and do not know how to effectively represent their client in a guardianship or conservatorship matter. They also do not understand what the probate court judges are looking for when determining whether to appoint a guardian and conservator and who should be appointed as guardian or conservator for the ward. This information helps the attorney understand the probate process, pleadings and what the judges need to know in order to appoint a guardian or conservator. The information also explains the relevant statutes, the priority of appointment and how to manage contested hearings. Failing to properly understand the probate court process for guardianships and conservatorships can cause the attorney to have a bad result for their client. This material is critical for attorneys practicing in the probate court and filing petitions for guardianship and conservatorship. This information will give the attorney a sound foundation and understanding of the probate process for guardianship and conservatorships and give instructions on how to handle contested guardianships and conservatorships.

Learning Objectives

  • You will be able to define the guardianship and conservatorship process and how to properly represent your clients in the probate court.
  • You will be able to explain to your clients the correct process to file the pleadings with the probate court in a guardianship and conservatorship matter.
  • You will be able to recognize key factors in determining the proper appointment of individuals as guardians and conservators for incapacitated individuals.
  • You will be able to review a guardianship and conservatorship contested matter and know how to effectively represent your client.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Guardianship – Legally Incapacitated Individual
  • Petition for Appointment
  • Do-Not-Resuscitate Order
  • Physicians Orders for Scope of Treatment (POST)
  • Alternatives to Guardianship
  • Ethical Considerations
Guardianship – Developmental Disabled Individual
  • Mental Health Code
  • Definition and Requirements
Conservatorship
  • Petition
  • Court Requirements
  • Priority
  • Jurisdiction and Venue
The Contested Guardianship and Conservatorship
  • How to Build Your Case
  • Facts to Gather
  • Things to Avoid
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AK CLE 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CO CLE 2.0
     
  • Lorman Education Services is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program is approved for 2.0 credit hours.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IA CLE 1.5
     
  • Guardianship and Conservatorship: Essentials of and What to Avoid is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.5 hours of credit toward the mandatory continuing legal education requirements under the Iowa rule.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MN CLE 1.5
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.5 hours of credit.
     
  • MO CLE 1.8
     
  • This program has been approved by the Missouri Bar for 1.8 hours of CLE.
     
  • MS CLE 1.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • ND CLE 1.5
     
  • This program has been reviewed by the North Dakota Commission for Continuing Legal Education and approved for 1.5 hours of CLE credit.
     
  • NE CLE 1.5
     
  • Lorman Business Center, Inc. is an accredited CLE sponsor in the State of Nebraska and certifies that this activity has been approved for 1.5 hours of CLE credit in the State of Nebraska.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NM CLE 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • UT CLE 1.5
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
     
  • VA CLE 1.5
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, and financial planners.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brian R. Jenney

Brian R. Jenney

Kemp Klein Law Firm

  • Attorney with Kemp Klein Law Firm
  • Helps families and individuals with elder law and special needs issues as well as estate planning and administration; for those planning ahead, Mr. Jenney prepares wills, trusts and powers of attorney to ensure proper future handling of medical decisions, finances and the distribution of assets
  • For family members with more immediate elder care issues, he can assist with guardianships and conservatorships of ailing family members; in addition, he helps families work through the administration of wills and trusts and the related tax issues after the loss of a loved one
  • Recognized as one of the State of Michigan’s outstanding young lawyers in the area of estate planning and probate law in 2008-2010 and 2012-2013 with a “Rising Star” designation by Michigan Super Lawyers magazine; was selected for inclusion in the 2011 issue of Michigan Super Lawyers magazine featuring the top 5% of attorneys in Michigan in the practice area of elder law; was selected by his peers for inclusion in The Best Lawyers in America© 2019 in the field of elder law (Copyright 2018 by Woodward/White, Inc., of SC), and has been included in the Best Lawyers listing since 2010
  • Member of the State Bar of Michigan, the Oakland County Bar Association, the National Academy of Elder Law Attorneys and member/co-founder of the Brother Rice Warrior Bar Association
  • LL.M. degree, Western Michigan University, Cooley Law School; J.D. degree, Wayne State University Law School; B.S. degree, Michigan State University
Edward M. Nahhat

Edward M. Nahhat

Kemp Klein Law Firm

  • Attorney with Kemp Klein Law Firm, he joined Kemp Klein in 2013 as a member of their award-winning Trusts and Estates Litigation Practice Group
  • Over 25 years of experience as an effective adviser and successful trial lawyer in probate, real estate, entertainment law, and other general practice areas
  • Delivers effective service to individuals, their families and to businesses of all sizes from a client-centered philosophy of practice; his clients rely on him to help them create solutions to their important issues, and have confidence in his commitment to mutual trust in the attorney-client relationship
  • Member of the State Bar of Michigan, recipient, John Hensel Award, 2006, chairman, Section of Arts, Entertainment, Communications and Sports, 1997-1998; Oakland County Bar Association, recipient, Distinguished Service Commendation, from the Oakland County Prosecutor, 2012; Macomb County Bar Association; Wayne County Probate Bar Association and Screen Actors Guild
  • J.D. degree, Wayne State University; B.F.A. degree, Wayne State University
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404909
Published 2019
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