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eCourse

Answer Bar: Texas Guardianship Essentials

Contains material from Sep 2021 to Sep 2022

Answer Bar: Texas Guardianship Essentials
4.35 out of 5 stars
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very thorough description of duties of Ad Litem

This is the first UT Law Cle seminar that I have participated in, and aside from one presentation, I found it to be superior to the State Bar seminars that I have participated in over the years. Because I am an old guy, I had some initial technical issues getting in, but I found your staff to be very helpful and friendly. I hope to be back.

Technical Questions?
512.475.6700
service@utcle.org



Session 1: Role of the Guardian (Replay) - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Session 2: Role of the Ad Litem (Replay) - A review of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.

Session 3: Alternatives to Guardianship including Supports and Services (Replay) - Details about the vast possibilities of available, less restrictive, alternatives to guardianship including supports and services that may alleviate or limit the need for guardianship. 

Session 4: The Duty of Investment for Guardians of the Estate (Replay) - Exploring applicable common law duties, statutory duties, and practical applications of how guardian invests and diversifies a ward’s estate.

Session 5: Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding (Replay) - Practice tips and forms for the creation of a temporary guardianship and other emergency relief. 

PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) 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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1. Role of the Guardian (Sep 2022)

Hon. Polly Jackson Spencer

1.00 0.50 1.00
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(mp4)
61 mins
(mp3)
60 mins
(pdf)
83 pgs
Session 1 —61 mins
Role of the Guardian (Sep 2022)

Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX

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2. Role of the Ad Litem (Sep 2021)

Hon. Steve M. King

1.00 0.50 1.00
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(mp4)
57 mins
(mp3)
57 mins
(pdf)
145 pgs
(pdf)
52 pgs
Session 2 —57 mins
Role of the Ad Litem (Sep 2021)

A review of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.

Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX

Show session details

3. Alternatives to Guardianship including Supports and Services (Sep 2022)

Hon. Jason Cox, Taft Robinson

1.00 0.50 1.00
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(mp4)
59 mins
(mp3)
59 mins
(pdf)
45 pgs
Session 3 —59 mins
Alternatives to Guardianship including Supports and Services (Sep 2022)

Details about the vast possibilities of available, less restrictive, alternatives to guardianship including supports and services that may alleviate or limit the need for guardianship.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
Taft Robinson, Disability Rights Texas - Houston, TX

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4. The Duty of Investment for Guardians of the Estate (Sep 2022)

John B. Henry III

0.75 0.00 0.75
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(mp4)
39 mins
(mp3)
39 mins
(pdf)
14 pgs
(pdf)
20 pgs
Session 4 —39 mins
The Duty of Investment for Guardians of the Estate (Sep 2022)

Exploring applicable common law duties, statutory duties, and practical applications of how guardian invests and diversifies a ward’s estate.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

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5. Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding (Sep 2021)

Kathleen Tanner Beduze

0.75 0.00 0.75
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(mp4)
44 mins
(mp3)
44 mins
(pdf)
36 pgs
(pdf)
21 pgs
Session 5 —44 mins
Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding (Sep 2021)

Practice tips and forms for the creation of a temporary guardianship and other emergency relief.

Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference

Kathleen Tanner Beduze, Crain Caton & James PC - Houston, TX