2024 Guardianship Bundle for Attorneys Ad Litem
The entire bundle is excellent and informative. All the papers are super helpful.
Great speakers across the board. And the papers are great resources.
Very good with a lot of information
Good supplemental information (paper, slides) included with the presentaitons.
Every speaker was so good and after 30 years of practice, I learned a lot. They were easy to understand and I am looking forward to reading all of the papers in detail.
Seemed a bit advanced and that a lot of specialized areas were put into a too tight of a time frame.
The last two segments were fantastic (medicaid and mental commitments). A lot of information that was new to me.
Good course
good content - mostly could be followed by someone new to this practice area.
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Session 02: The Rules of Evidence in Guardianship Proceedings - This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.
Session 03: Settlements of Guardianship Disputes - Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.
Session 04: Fee Petitions in Guardianship Cases - This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.
Session 05: Medicaid Planning in Guardianships - A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Session 06: Mental Commitments vs. Guardianships - Discuss finding the correct path to protection.
PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.
Includes: Video Audio Paper Slides
Preview Sessions
Hon. Jason Cox
Download session materials for offline use
Session 1 —56 mins
Alternatives to Guardianship including Supports and Services (Sep 2024)
A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Jason Cox,
Harris County Probate Court 3 - Houston, TX
Paul Albert Romano
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Session 2 —32 mins
The Rules of Evidence in Guardianship Proceedings (Sep 2024)
This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Paul Albert Romano,
Romano & Sumner, PLLC - Sugar Land, TX
Sarah Patel Pacheco
Download session materials for offline use
Session 3 —44 mins
Settlements of Guardianship Disputes (Sep 2024)
Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Sarah Patel Pacheco,
Jackson Walker LLP - Houston, TX
John B. Henry III
Download session materials for offline use
Session 4 —29 mins
Fee Petitions in Guardianship Cases (Sep 2024)
This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
Theresa A. Clarke, Jennifer Zenero
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Session 5 —32 mins
Medicaid Planning in Guardianships (Sep 2024)
A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Theresa A. Clarke,
Wright Abshire, Attorneys - Bellaire, TX
Jennifer Zenero,
Wright Abshire - Bellaire, TX
Hon. Guy Herman, Darlene Smith
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Session 6 —47 mins
Mental Commitments vs. Guardianships (Sep 2024)
Discuss finding the correct path to protection.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Guy Herman,
Travis County Probate Court #1 - Austin, TX
Darlene Smith,
Crain, Caton & James, P.C. - Houston, TX