Guardianship Boot Camp - 2017

December 15, 2017
8:30 a.m. – 4:30 p.m.
6.50 MCLE hours, including 1.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Presented by Trusts and Estates

Chicago
ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)
Or Online Course

 

Click here to register for the CHICAGO program.

Click here to register for the LIVE WEBCAST.

 

Master the basics of administering a guardianship estate, including the various issues surrounding guardianship estates for disabled persons with this full-day seminar! Attorneys with basic to intermediate practice experience who attend this program will gain a better understanding of a number of topics, including:

  • Who qualifies as a disabled person and who may serve as a guardian;
  • The guardianship appointment process;
  • Requirements for opening and closing the guardianship estate;
  • The powers, duties, and limitations of the guardian;
  • Investment requirements and fiduciary accountings;
  • Contested guardianships and how to avoid and/or settle them;
  • The roles of the Public Guardian and Office of State Guardian; and
  • The ethical issues to consider when acting as Power of Attorney.

 

Program Coordinator:
William R. Kuehn
, Williston, McGibbon & Kuehn, Barrington
George L. Schoenbeck, Sosin, Arnold & Schoenbeck, Ltd., Orland Park


Program Moderator:
William R. Kuehn
, Williston, McGibbon & Kuehn, Barrington

 

NOTE: Registration to the live, onsite program in Chicago includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nominal fee via the registration page.

 

Agenda

8:30 – 9:30 a.m.  Illinois Power of Attorney Act
This presentation discusses the Power of Attorney Act, as well as other alternative measures to guardianship. A comparison between the power of attorney’s role and that of guardianship is also included.
Sarah M. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd. Chicago

9:30 – 10:00 a.m.  Who is a Disabled Person and Why is a Guardian Needed?
Gain a better understanding of who qualifies as a disabled person, the types of legal guardians available to those who meet these qualifications, and the benefits of having a guardian with this informative segment.
Ken Kugelburg, Generation Law, Ltd., Elmhurst

10:00 – 10:15 a.m.  Break (beverages provided)

10:15 – 11:00 a.m.  The Guardianship Procedure: From Client Intake through the Uncontested Hearing
This session identifies the different types of guardianship estates, as well as who may serve as a guardian. The appointment process and the requirements for opening/closing the guardianship estate are also discussed.
Ken Kugelburg, Generation Law, Ltd., Elmhurst

11:00 – 11:45 a.m.  Powers, Duties, Limitations, and Role of the Guardian
This presentation explores a number of guardianship issues, including: the power and duties of the guardian; the limitations of the guardian (as imposed by case law and statutes); making decisions on behalf of the ward; the role of the guardian ad litem in representing the alleged disabled person; and reporting to the court.
Ken Kugelburg, Generation Law, Ltd., Elmhurst

11:45 a.m. – 12:45 p.m.  Lunch (on your own)

12:45 – 1:45 p.m.  Inventory, Annual Reports and Fiduciary Accountings
Don’t miss this opportunity to learn what should be included in an inventory, annual report, and fiduciary accountings. Topics include: an overview of the investment requirements and fiduciary accountings; the allocation of expenses under the Principal and Income Act; and the necessary procedures for handling objections.
Edward Jarot, Jr., Castle Law, LLC, Joliet

1:45 – 2:45 p.m.  Contested Guardianship Estates
Learn how to avoid and settle contested guardianships with this in-depth look at the laws governing contested guardianships, as well as the various situations that give rise to contested adult guardianships.
Melissa Johnson, Generation Law, Ltd., Elmhurst

2:45 – 3:00 p.m.  Break (refreshments provided)

3:00 – 3:30 p.m.  The Role of the Public Guardian and the Office of State Guardian
Explore the role of the Public Guardian and the Office of the State Guardian in the guardianship process with this informative presentation.
Diana M. Law, Law EdlerLaw LLP, Aurora

3:30 – 4:30 p.m.  Ethical Considerations regarding Representing the Principal or the Agent under a Power of Attorney*
Many ethical questions arise when a power of attorney undertakes his duties on behalf of the Principal. This segment discusses which Illinois Rules of Professional Conduct are applicable in these situations and how to address the potential conflicts of interest.
Steven Splitt, Attorney Registration and Disciplinary Commission, Chicago

 

*Professional Responsibility MCLE credit subject to approval