eCourse
2024 Guardianship Bundle for Attorneys Ad Litem
Contains material from Sep 2024
The entire bundle is excellent and informative. All the papers are super helpful.
Great speakers across the board. And the papers are great resources.
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Session 02: The Rules of Evidence in Guardianship Proceedings - This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.
Session 03: Settlements of Guardianship Disputes - Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.
Session 04: Fee Petitions in Guardianship Cases - This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.
Session 05: Medicaid Planning in Guardianships - A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Session 06: Mental Commitments vs. Guardianships - Discuss finding the correct path to protection.
PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 4.00 | 1.50 ethics | 4.00 guardianship
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 10/31/2025
Preview Sessions
Show session details
Hon. Jason Cox
Download session materials for offline use
Session 1
—56 mins
1.00 | 0.50 ethics | 1.00 guardianship
Alternatives to Guardianship including Supports and Services (Sep 2024)
A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Jason Cox,
Harris County Probate Court 3 - Houston, TX
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Paul Albert Romano
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Session 2
—32 mins
0.50 | 0.25 ethics | 0.50 guardianship
The Rules of Evidence in Guardianship Proceedings (Sep 2024)
This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Paul Albert Romano,
Romano & Sumner, PLLC - Sugar Land, TX
Show session details
Sarah Patel Pacheco
Download session materials for offline use
Session 3
—44 mins
0.75 | 0.25 ethics | 0.75 guardianship
Settlements of Guardianship Disputes (Sep 2024)
Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Sarah Patel Pacheco,
Jackson Walker LLP - Houston, TX
Show session details
John B. Henry III
Download session materials for offline use
Session 4
—29 mins
0.50 | 0.25 ethics | 0.50 guardianship
Fee Petitions in Guardianship Cases (Sep 2024)
This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
Show session details
Theresa A. Clarke, Jennifer Zenero
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Session 5
—32 mins
0.50 | 0.25 ethics | 0.50 guardianship
Medicaid Planning in Guardianships (Sep 2024)
A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Theresa A. Clarke,
Wright Abshire, Attorneys - Bellaire, TX
Jennifer Zenero,
Wright Abshire - Bellaire, TX
Show session details
Hon. Guy Herman, Darlene Smith
Download session materials for offline use
Session 6
—47 mins
0.75 | 0.75 guardianship
Mental Commitments vs. Guardianships (Sep 2024)
Discuss finding the correct path to protection.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Guy Herman,
Travis County Probate Court #1 - Austin, TX
Darlene Smith,
Crain, Caton & James, P.C. - Houston, TX