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eCourse

Guardianship Bundle for Attorneys Ad Litem

Contains material from Sep 2018

Guardianship Bundle for Attorneys Ad Litem
4.18 out of 5 stars
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I do this course every year. Good materials and practical advice.

Very helpful, especially Craig Hooper and Judge King

Technical Questions?
512.475.6700
service@utcle.org



PLEASE NOTE: To claim Texas Guardianship Ad Litem credit, you must complete the entire course. At the end of the course, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit and submit the affidavit to the State Bar of Texas.

Session 1: 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: 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.

Session 3: Alternatives to Guardianship and Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship.

Session 4: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation Hear a review of the most recurring scams targeting the elderly. Listen to a discussion about legal recourses available for preventing an elderly individual from losing their entire estate to a scam.

Session 5: The Conundrums: When Guardianship Administration Turns Into Litigation Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more.

Includes: Video Audio Paper Slides


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1. Role of the Guardian (Sep 2018)

Craig Hopper

1.00 0.50 1.00
Preview Materials

Download session materials for offline use

(mp4)
58 mins
(mp3)
58 mins
(pdf)
78 pgs
Session 1 —58 mins
Role of the Guardian (Sep 2018)

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 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

Show session details

2. Role of the Ad Litem (Sep 2018)

Hon. Steve M. King

1.00 0.50 1.00
Preview Materials

Download session materials for offline use

(mp4)
62 mins
(mp3)
64 mins
(pdf)
132 pgs
(pdf)
48 pgs
Session 2 —62 mins
Role of the Ad Litem (Sep 2018)

​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 2018 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

Show session details

3. Alternatives to Guardianship and Supports and Services (Sep 2018)

Craig Hopper, Richard Lavallo

1.00 0.50 1.00
Preview Materials

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(mp4)
57 mins
(mp3)
57 mins
Paper
(pdf)
26 pgs
(pdf)
20 pgs
(pdf)
19 pgs
Session 3 —57 mins
Alternatives to Guardianship and Supports and Services (Sep 2018)

An examination of strategies on how to limit or obviate the need to create a guardianship.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX

Show session details

4. Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)

Hon. Donald W. Dowd, Lori Varnell

0.50 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
28 mins
(mp3)
28 mins
(pdf)
13 pgs
(pdf)
20 pgs
(pdf)
21 pgs
Session 4 —28 mins
Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)

Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Hon. Donald W. Dowd, Cass County Court at Law - Linden, TX
Lori Varnell, Tarrant County Criminal District Attorney's Office - Fort Worth, TX

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5. The Conundrums: When Guardianship Administration Turns Into Litigation (Sep 2018)

Sarah Patel Pacheco

0.50 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
28 mins
(mp3)
28 mins
(pdf)
35 pgs
Session 5 —28 mins
The Conundrums: When Guardianship Administration Turns Into Litigation (Sep 2018)

Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX