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2024 Guardianship Bundle for Attorneys Ad Litem 

Contains material from Sep 2024

2024 Guardianship Bundle for Attorneys Ad Litem 
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Session 01: Alternatives to Guardianship including Supports and Services - A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.

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

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1. Alternatives to Guardianship including Supports and Services (Sep 2024)

Hon. Jason Cox

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
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(mp4)
56 mins
(mp3)
55 mins
(pdf)
37 pgs
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

Show session details

2. The Rules of Evidence in Guardianship Proceedings (Sep 2024)

Paul Albert Romano

0.50 0.25 0.50 0.50 | 0.25 ethics | 0.50 guardianship
Preview Materials

Download session materials for offline use

(mp4)
32 mins
(mp3)
32 mins
(pdf)
76 pgs
(pdf)
21 pgs
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

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3. Settlements of Guardianship Disputes (Sep 2024)

Sarah Patel Pacheco

0.75 0.25 0.75 0.75 | 0.25 ethics | 0.75 guardianship
Preview Materials

Download session materials for offline use

(mp4)
44 mins
(mp3)
44 mins
(pdf)
38 pgs
(pdf)
19 pgs
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

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4. Fee Petitions in Guardianship Cases (Sep 2024)

John B. Henry III

0.50 0.25 0.50 0.50 | 0.25 ethics | 0.50 guardianship
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(mp4)
29 mins
(mp3)
28 mins
(pdf)
85 pgs
(pdf)
17 pgs
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

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5. Medicaid Planning in Guardianships (Sep 2024)

Theresa A. Clarke, Jennifer Zenero

0.50 0.25 0.50 0.50 | 0.25 ethics | 0.50 guardianship
Preview Materials

Download session materials for offline use

(mp4)
32 mins
(mp3)
32 mins
(pdf)
69 pgs
(pdf)
11 pgs
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

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6. ​Mental Commitments vs. Guardianships (Sep 2024)

Hon. Guy Herman, Darlene Smith

0.75 0.00 0.75 0.75 | 0.75 guardianship
Preview Materials

Download session materials for offline use

(mp4)
47 mins
(mp3)
47 mins
(pdf)
80 pgs
(pdf)
12 pgs
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