eCourse
2017 Guardianship Bundle for Attorneys Ad Litem
Contains material from Aug 2017
Thorough, comprehensive, and most of all: understandable. wish I had taken this years ago, but I'm glad I took it now with the recent changes that have been made. I have done numerous guardianships in the past and can see where shortcomings have occurred.
Good course and I like that the papers were included. A similar course focused on minor ad litem in CPS proceedings would be great.
Very helpful and thorough.
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Session 1: The Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.
Session 2: Bonds, Inventories, and Accountings - Hear a thorough review of the Texas Estate Code requirements for qualification of personal representatives, the inventory and accounting process (including accountings required of independent executors and agents under powers of attorney,) and numerous practical tips not found in the statutes. Comprehensive forms will also be provided.
Session 3: The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives - An examination identifying the need for a guardianship and the consideration of appropriate less restrictive alternatives, as often supplemented by supports and services applicable and available to the proposed ward.
Session 4: The Role of the Ad Litem - An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.
Includes: Audio Paper Slides
Preview Sessions
Show session details
Hon. Polly Jackson Spencer, Ret.
Session 1
—60 mins
The Role of the Guardian (Aug 2017)
Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.
Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference
Hon. Polly Jackson Spencer, Ret.,
Senior Statutory Probate Judge - San Antonio, TX
Show session details
Hon. Steve M. King
Download session materials for offline use
Session 2
—57 mins
Bonds, Inventories, and Accountings (Aug 2017)
Hear a thorough review of the Texas Estate Code requirements for qualification of personal representatives, the inventory and accounting process (including accountings required of independent executors and agents under powers of attorney,) and numerous practical tips not found in the statutes. Comprehensive forms will also be provided.
Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference
Hon. Steve M. King,
Tarrant County Probate Court One - Fort Worth, TX
Show session details
Leonard W. Woods Jr.
Download session materials for offline use
Session 3
—57 mins
The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives (Aug 2017)
An examination identifying the need for a guardianship and the consideration of appropriate less restrictive alternatives, as often supplemented by supports and services applicable and available to the proposed ward.
Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference
Leonard W. Woods Jr.,
Duggins Wren Mann & Romero, LLP - Austin, TX
Show session details
Hon. Mike Wood
Download session materials for offline use
Session 4
—59 mins
The Role of the Ad Litem (Aug 2017)
An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.
Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference
Hon. Mike Wood,
Harris County Probate Court No. 2 - Houston, TX