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This program is designed to guide you through the concepts, mechanics, duties, special situations, ethical matters and update you on current practice issues involved with Adult Guardianships.
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AGENDA
Special Note posted on 10/22/2025: Some updates to this agenda may be forthcoming
8:30 A.M. Registration & Coffee
8:55 A.M. Welcome & Program Objectives
9:00 A.M. Case Launch Phase Ken Bennett a. Launching a Guardianship Proceeding. b. Preparing for the Uncontested Hearing. c. Preparing for the Contested Hearing. d. Discovery Rules and Evidence Rules.
10:00 A.M. Post-Hearing Phase (Topic Begins) Sara McClammer a. Reports, Inventories and Accountings. b. Actions Requiring Court Approval. c. Successor Guardians and Removal of Guardians. d. Termination of Guardianships. e. Special Legal Tools Available to Guardians
10:30 A.M. Coffee Break
10:45 A.M. Post-Hearing Phase (Topic Completes) Sara McClammer 11:15 A.M. Temporary Guardianships Mollie Golden a. When Is a Temporary Guardianship Appropriate? b. Special Rules Applicable to Temporary Guardians.
12:00P.M. Lunch Break
1:00 P.M.Ethical Issues in Guardianship and Guardianship Trends Ken Bennett a. Confidentiality in the Age of E-Filing b. Obligations to Honor Rights to Due Process. c. Advising Guardians on Methods of Ethical Decision Making. d. Issues surrounding attorney representation of the ward e. When guardianship doesn’t “work” anymore
2:00 P.M.Coffee Break
2:15 P.M. Guardianship Task Force Bill for 2026 Jeffrey Dible
3:15 P.M.Panel on Current Issues in Guardianship from the Bench and Bar Hon. David J. Certo, Hon. Sean M. Persin, Nicholas R. Parker 4:30 P.M.Adjourn
6 CLE
1 Ethics
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