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
An overview of a guardian’s responsibilities including the filing of the inventory and annual reports. Post-appointment petitions including a petition for allowance, petition for the private sale of real estate, petition for guardianship and attorney fees, and review petition will be highlighted.
Recorded in September 2025.
Faculty
Richard D. Magee, Jr., Esq.
Mr. Magee is a sole practitioner in Jamison, Pennsylvania. His practice emphasizes guardianship matters and includes estates and estate planning. He has represented individuals and institutions seeking emergency and permanent guardianship appointments in Bucks, Montgomery, Chester, Delaware, Philadelphia, and Franklin counties. He has served as a guardian and court-appointed counsel for alleged incapacitated persons in Bucks and Montgomery counties. Mr. Magee is a National Certified Guardian as certified by the Center for Guardianship Certification. He received his B.A. from Oberlin College in 1980 and J.D. from Duke University School of Law in 1983. He is a member of the Pennsylvania and Bucks County Bar Associations.
C. Barbara Morris
C. Barbara Morris is the founder and President of Elder Care Advocacy Services, Inc. (ECAS). Since 2010 Ms. Morris has received appointments as emergency and plenary guardian for the person and estate in over 200 cases including Bucks, Montgomery, Lehigh, Philadelphia, Delaware, and Adams Counties. She has experience working on behalf of incapacitated persons in a variety of circumstances and settings, including home, community, and residential based programs. She also has served as an agent and a care manager in assisting families by providing oversight and care for elderly and disabled adults. She is a nationally certified guardian and care manager and a member of the National Guardianship Association and Aging Life Care Association. Ms. Morris received her BA in psychology from Kutztown University (1985) and a MS in counseling from Cairn University (1994).
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