You have no items in your shopping cart.
Search
Filters

Conservatorships: The Basics

6 hours MCLE Credit including 2 hours in Legal Ethics. Specialization: Estate Planning, Trust and Probate

 

When clients' loved ones are unable to care for themselves or their affairs, your clients may seek advice about instituting conservatorship proceedings in order to protect their loved ones' interests. In many instances a conservatorship is the best solution, while in other cases some other legal mechanism is more appropriate. In this program, experienced practitioners guide you through the appropriate analyses and necessary steps/alternatives to conservatorship.

When clients' loved ones are unable to care for themselves or their affairs, your clients may seek advice about instituting conservatorship proceedings in order to protect their loved ones' interests. In many instances a conservatorship is the best solution, while in other cases some other legal mechanism is more appropriate. In this program, experienced practitioners guide you through the appropriate analyses and necessary steps/alternatives to conservatorship, including:

  • Ethical considerations
  • Protecting proposed conservatee
  • Who should be conservator
  • Procedural requirements
  • Completing the forms
  • The conservatorship hearing
  • Post-appointment administration requirements and issues
  • Removal/replacement of conservator
  • Termination of conservatorship

Program Highlights:

  • Review of the Omnibus Conservatorship and Guardianship Reform Act of 2006
  • Types of conservatorships
  • Assessing the options:
    • Deciding what protective proceeding, if any, is necessary
    • Determining if other alternatives are available
    • Evaluating the capacity/incapacity of proposed conservatee
  • Potential conflicts of interest
  • Initial considerations
    • What powers are needed
    • Is a temporary conservatorship appropriate
    • Is there a need to change the residence or give medical consent
    • Are there elder abuse issues
  • Completing the required appointment forms
  • Procedural requirements for appointing a conservator
    • The appointment hearing
    • Who must appear
    • Required investigations
    • Evidence
    • Contested proceedings
    • Order and Letters
  • Advising conservator about his or her powers and duties
  • Preparing and filing the inventory
  • Seeking court approval for certain actions
  • Accounting to the court
  • Removal/replacement of conservator
  • Termination of proceedings
  • Attorney and conservator fees

This program assumes no experience in handling a conservatorship proceeding.

On Demand ES59182-191

Recorded 4/14

 

When clients' loved ones are unable to care for themselves or their affairs, your clients may seek advice about instituting conservatorship proceedings in order to protect their loved ones' interests. In many instances a conservatorship is the best solution, while in other cases some other legal mechanism is more appropriate. In this program, experienced practitioners guide you through the appropriate analyses and necessary steps/alternatives to conservatorship, including:

  • Ethical considerations
  • Protecting proposed conservatee
  • Who should be conservator
  • Procedural requirements
  • Completing the forms
  • The conservatorship hearing
  • Post-appointment administration requirements and issues
  • Removal/replacement of conservator
  • Termination of conservatorship

Program Highlights:

  • Review of the Omnibus Conservatorship and Guardianship Reform Act of 2006
  • Types of conservatorships
  • Assessing the options:
    • Deciding what protective proceeding, if any, is necessary
    • Determining if other alternatives are available
    • Evaluating the capacity/incapacity of proposed conservatee
  • Potential conflicts of interest
  • Initial considerations
    • What powers are needed
    • Is a temporary conservatorship appropriate
    • Is there a need to change the residence or give medical consent
    • Are there elder abuse issues
  • Completing the required appointment forms
  • Procedural requirements for appointing a conservator
    • The appointment hearing
    • Who must appear
    • Required investigations
    • Evidence
    • Contested proceedings
    • Order and Letters
  • Advising conservator about his or her powers and duties
  • Preparing and filing the inventory
  • Seeking court approval for certain actions
  • Accounting to the court
  • Removal/replacement of conservator
  • Termination of proceedings
  • Attorney and conservator fees

This program assumes no experience in handling a conservatorship proceeding.

  • Christine McGonigle
  • McGonigle & Hunsaker, LLP,
  • Laguna Hills
  • Melinda Hunsaker
  • McGonigle & Hunsaker, LLP,
  • Laguna Hills
  • Parisa F. Weiss
  • Seltzer Caplan McMahon Vitek,
  • San Diego
Products specifications
PRACTICE AREA Estate Planning
SUBTOPICS Conservatorships
PRODUCT GROUP CLE
SPECIALIZATION Estate Planning, Trust and Probate Law
REQUIRED SUBJECTS Legal Ethics
Products specifications
PRACTICE AREA Estate Planning
SUBTOPICS Conservatorships
PRODUCT GROUP CLE
SPECIALIZATION Estate Planning, Trust and Probate Law
REQUIRED SUBJECTS Legal Ethics