Register: https://ipe-sems.com/products/100815

Overview

Capacity, Creation, Reformation, and More!

Guardianships and conservatorships are an indelible part of elder law practice. Do you have all the skills you need to handle all the research and document preparation that goes into their creation and reformation? This practical course offers a breakdown of what you'll typically be expected to know and do to assist with adult guardianships and conservatorships, from verifying capacity to case file management. Register today!

• Master the legal principles, including unique terminology and the difference between proxy options.
• Gather and organize supporting documentation, including medical records, financial statements, and social work reports.
• Maintain case files, track deadlines, and keep track of hearings with tips from the pros.
• Learn to provide compassionate and professional support to clients and their families.

Abbreviated Agenda

1. The General Principles: Distinguishing Guardianships and Conservatorships
2. Researching Capacity and Benefit Needs
3. Preparing Documentation and Court Filings
4. Unopposed vs. Contested Guardianships
5. Guardian/Conservator Choice, Duties, Powers, and Limits
6. Reformation and Restoration of Rights
7. Case Management and Financial Recordkeeping