Guardianships and conservatorships can be a powerful tool in establishing much-needed support for aging and vulnerable clients. Without careful drafting and oversight, however, it can be a fertile ground for abuse and financial misconduct. Whether you're crafting an estate plan that includes guardianship provisions or actively involved in setting up, managing, or challenging a guardianship or conservatorship, this course will give you the tools to succeed. Discuss the evidentiary threshold for determining capacity, clarify core procedures for petitioning the court, power up your legal arguments with sample language and lessons from recent case law, and more! Ensure guardians and conservators follow best practices and prevent liability. Register today! Explore what arguments carry the most weight in the battle of experts when capacity is in question. Review the process of establishing a guardianship or conservatorship from both the ward's and guardian's perspective. Find out what seeking "least restrictive alternative" looks like in real-life best case scenarios. Clearly outline guardian and conservator duties and powers. Prevent fiduciary liability with a best practices guide to financial reporting and recordkeeping. Protect the rights of the wards and conservatees when abuse or misconduct is suspected.
