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Guardianship and Conservatorship: Essentials of and What to Avoid

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.

91 minutes
Certificate of Completion
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Why Lorman?

Over 34 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 34 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

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on February 20, 2019.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory 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.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 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

  • Shareholder at Kemp Klein Law Firm
  • Practice emphasizes all aspects of elder law, estate planning, probate/trust administration, special needs trusts, estate/income taxes and pooled trust accounts
  • Conducts regular seminars and workshops on elder law and estate planning
  • Author of several publications related to the areas of elder law, estate planning and special needs trusts
  • Member of the State Bar of Michigan, elder law & disability rights section, probate & estate planning section; Oakland County Bar Association; National Academy of Elder Law Attorneys; and member and co-founder of the Brother Rice Warrior Bar Association
  • LL.M. degree in tax law, Western Michigan University, Cooley Law School; J.D. degree, Wayne State University Law School; Summer Program, Tulane University Law School, Rhodes, Greece (Maritime Torts and Unification of Maritime Law); B.S. degree, Michigan State University
  • Can be contacted at 248-740-5688, [email protected], website: https://kkue.com/directory/brian-r-jenney/ or https://www.linkedin.com/in/brian-jenney-5464a26/
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 34 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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Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404909
Published 2019
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