Five County Guardianship Practice - Bucks, Chester, Delaware, Montgomery and Philadelphia 2019

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., May. 09, 2019
12:30 PM
ENDThu., May. 09, 2019
4:45 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTThu., May. 09, 2019
12:30 PM
ENDThu., May. 09, 2019
4:45 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19401
STARTThu., May. 09, 2019
12:30 PM
ENDThu., May. 09, 2019
4:45 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTThu., May. 09, 2019
12:30 PM
ENDThu., May. 09, 2019
4:45 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTThu., May. 09, 2019
12:30 PM
ENDThu., May. 09, 2019
4:45 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00

About

This course goes well beyond the basics and gives you solutions for your complex guardianship problems. Faculty will address the difficulties in representing the petitioner or the alleged incapacitated person (AIP), or advocating in cases where the AIP has been exploited.

Orphans’ Court Judges and DHS Counsel provide answers
Our experienced panelists include Orphans’ Court Judges in Bucks, Chester, Montgomery and Philadelphia County who may decide your client’s case as well as Legal Counsel from the Pennsylvania Department of Human Services. They’ll answer these questions and more:

  • What does the Orphans’ Court want to see in emergency and non-emergency petitions for guardianship?
  • What’s your role when the AIP’s position is not in his or her best interest?
  • How much is a “reasonable” attorney’s fee?
  • What’s expected when theft renders an AIP ineligible for needed Medical Assistance benefits?

Program:

12:30 – 1:45 Representing the Petitioner
Learn what the Orphans’ Court wants to see in emergency and non-emergency petitions for guardianship.
Explore the drawbacks of limited guardianship.
Get practical tips on what to do when the AIP has mental health issues.
What are the ethical concerns when you discover the Petitioner’s motives are not “pure?”

1:45 – 2:00 Guardianship Tracking System Update – Be Aware of the Bugs!

2:00 – 2:10 Break

2:10 – 3:25 Representing the Alleged Incapacitated Person (AIP)
What is your due diligence as Court Appointed Counsel?
How does the Orphans’ Court see your role when the AIP’s position is not in his or her best interest?
Learn practical solutions to the unique problems of litigating a guardianship during a divorce proceeding or when both spouses are incapacitated.

3:25 – 3:30 Break

3:30 – 4:45 Theft, Exploitation and the Choice of Guardian
What do you do when a family member or “friend” has financially exploited the AIP?
Hear from the Orphans’ Court and the Department of Human Services what is expected when theft renders an AIP ineligible for needed Medical Assistance benefits.
When should you have a corporate guardian or co-guardians?
How much is a “reasonable” attorney’s fee?

Materials: All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Faculty

NameFirm/Company
Hon. Matthew D. Carrafiello Court of Common Pleas
Maryanne Huha Finigan Esq. First Judicial District of Pennsylvania
Hon. C. Theodore Fritsch Jr. Bucks County Court of Common Pleas
David A. Jaskowiak Esq.
Anthony L. Marone Esq. McAndrews Law Offices PC
Hon. Lois E. Murphy Montgomery County Court of Common Pleas - Family Law Division
Mark J. Newell Esq. PA Department of Human Services
Lesley Oakes Esq. PA Department of Human Services
Hon. Stanley R. Ott (Ret.) Mannion Prior LLP
Hon. Katherine B.L. Platt Chester County Court of Common Pleas - Family & Orphans Court
Elizabeth Teresa Stefanide Esq. Law Offices of Elizabeth T Stefanide
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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