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This manuscript includes a comprehensive overview of important developments on guardianship processes that impact your estate planning and elder law practice.

It also discusses recent case law with guardianship proceedings, petitioning for and defending against an adjudication of incompetency, common mishaps in dealing with the management of guardianship estates, the intersection of guardianships and estate planning, ethical concerns for the estate planning and elder law attorney, and more. 

This manuscript provides a practical review of developments impacting your estate planning and elder law practice, including:

  • Recent developments in federal and state guardianship law
  • Practical tips on preparing and adjudicating incompetency and appointing a guardian  
  • Practical tips on preparing and defending against a restoration to competency case and the best practices for complying with the relevant Rules of Professional Conduct
  • Tips for “real-world” practical and complex issues
  • Preparing for certain governmental benefits, such as Medicaid or Veterans Benefits, through estate planning with an established guardian  
  • Ethics overview and pitfalls of guardianships


Product Information
Product Date:
October 07, 2016
2016 Guardianship CLE (Joint Program of the Estate Planning & Fiduciary Law and Elder & Special Needs Law Sections) | 2016 | Member E-library
Individual topic purchase: Selected
CLE Premier Pass
E-version | Included with Membership
NCBA Price:$0.00