On-Demand Video
CC

Representation & Drafting the Incapacity Petition (Guardianship & POA Conference 2025 session)

  • City:
  • Start Date:2025-09-16 05:00:00
  • 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

Attendees will learn about the representation of clients in guardianship cases including petitioners, interested parties, and the alleged incapacitated person. This session will explore the drafting of the emergency and permanent guardianship petitions and responsive pleadings, as well as potential less restrictive alternatives to guardianships for petitioners to consider before they file. Attendees will also gain valuable practice tips on drafting a proposed final decree that fits your case.

Recorded in September 2025.

Faculty

Chloe Mullen-Wilson, Esq.

Chloe Mullen-Wilson is an Associate in the Wills, Trusts and Estates Department and focuses her practice on Orphans’ Court litigation, estate and trust administration, guardianships, special needs trusts, real estate and corporate matters. Her Orphans’ Court experience specifically includes will contests, trust disputes, contested and uncontested guardianships, minors’ guardianships, formal accounting preparation and defense, and other related probate matters. Before joining the firm, Chloe worked for a boutique trusts and estates firm, where she gained experience working on matters pertaining to guardianships, special needs trusts, estate and trust planning and administration, and Orphans’ Court litigation. Chloe graduated from Seton Hall University, summa cum laude, where she majored in Spanish and History while minoring in Philosophy and Women’s Studies, and subsequently graduated from Temple University Beasley School of Law, cum laude. During law school, she clerked for the Honorable Petrese B. Tucker of the U.S. District Court for the Eastern District of Pennsylvania and for the Honorable Anne E. Lazarus of the Pennsylvania Superior Court. Chloe served as Chair of the Diversity Committee and Executive Committee member of the Probate and Trust Law Section of the Philadelphia Bar Association from 2022 through 2025. In addition to being a member of the Philadelphia Bar Association, she is also a member of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association, the Probate and Tax Section of the Montgomery Bar Association.

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.

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