On-Demand Video

How to Get Things Done in a Guardianship: Special Issues (Estate & Elder Law Symposium 2026 session)

City:
Start Date:2026-02-11 10:00:00
End Date:
Length:
Level:Intermediate
Topics:Elder

$79.00 ProPass

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This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Many Elder Law attorneys, and their clients, find themselves in situations where guardianship is the only option. Despite the daunting task of bringing complex personal and financial matters before a judge, significant and positive outcomes can be achieved for clients through guardianships. The focus of this course will be to teach practitioners how to engage in various forms of planning for incapacitated persons and their estates after the initial adjudication. The course will examine practical aspects of petitioning the Orphans’ Court to engage in tax and estate planning, requests for allowances, and Medicaid planning, with a focus not only on why, but how these requests are made. Numerous case studies will be presented.

Recorded in February 2026.