Speaker and attendees at a UT Law CLE conference presentation
eCourse

2024 Guardianship Bundle for Attorneys Ad Litem 

Contains material from Sep 2024
2024 Guardianship Bundle for Attorneys Ad Litem 
4.45 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

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.

Technical Questions?
512.475.6700
service@utcle.org


Session 01: Alternatives to Guardianship including Supports and Services - A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.

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


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Preview Sessions

1. Alternatives to Guardianship including Supports and Services (Sep 2024)

Hon. Jason Cox

1.00 0.50 1.00
Preview Materials

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(mp4)
56 mins
(mp3)
55 mins
(pdf)
37 pgs

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

2. The Rules of Evidence in Guardianship Proceedings (Sep 2024)

Paul Albert Romano

0.50 0.25 0.50
Preview Materials

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(mp4)
32 mins
(mp3)
32 mins
(pdf)
76 pgs
(pdf)
21 pgs

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

3. Settlements of Guardianship Disputes (Sep 2024)

Sarah Patel Pacheco

0.75 0.25 0.75
Preview Materials

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(mp4)
44 mins
(mp3)
44 mins
(pdf)
38 pgs
(pdf)
19 pgs

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

4. Fee Petitions in Guardianship Cases (Sep 2024)

John B. Henry III

0.50 0.25 0.50
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(mp4)
29 mins
(mp3)
28 mins
(pdf)
85 pgs
(pdf)
17 pgs

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

5. Medicaid Planning in Guardianships (Sep 2024)

Theresa A. Clarke, Jennifer Zenero

0.50 0.25 0.50
Preview Materials

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(mp4)
32 mins
(mp3)
32 mins
(pdf)
69 pgs
(pdf)
11 pgs

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

6. ​Mental Commitments vs. Guardianships (Sep 2024)

Hon. Guy Herman, Darlene Smith

0.75 0.00 0.75
Preview Materials

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(mp4)
47 mins
(mp3)
47 mins
(pdf)
80 pgs
(pdf)
12 pgs

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