Guardianship and conservatorship are key components of an elder law practice. More clients are turning to the courts to help them manage the challenges experienced by aging relatives with diminished capacity and individuals who have intellectual disabilities or severe mental illness. Mastering the concepts involved in establishing a guardianship or conservatorship and advising lay fiduciaries will prepare you for the future. This program covers the basic elements of protective proceedings and includes sample pleadings to help you develop your expertise. Gain an understanding of guardianship for adults, alternatives to guardianship, and conservatorship. Get a judge’s perspective on attorney fee requests and hearings in contested cases. Learn about advising lay fiduciaries as well as the court rules on fiduciary education. Explore the ethics issues often found in contested cases, and examine your responsibilities as a mandatory reporter under Oregon’s elder abuse laws.
Cosponsored by the Elder Law Section.
• The Honorable Claudia Burton, Marion County Circuit Court, Salem
• Lisa Bertalan, Hendrix Brinich & Bertalan LLP, Bend
• Denise Gorrell, Samuels Yoelin Kantor LLP, Portland
• Tim McNeil, Davis Pagnano McNeil & Vigna LLP, Portland
• Stephen Owen, Attorney at Law, Portland
• Mark Johnson Roberts, Oregon State Bar, Tigard
• Julie Meyer Rowett, Yazzolino & Rowett LLP, Portland
• Leathan Teal, Educational Manager, Guardian Partners, Portland
• Mark M. Williams, Gaydos Churnside & Balthrop PC, Eugene
4.25 Oregon Practice and Procedure credits, 1 Ethics (Oregon specific) credit, and 1 Abuse Reporting credit
ID 43512, 10/06/2017
Complete by 10/06/2020 for Oregon credit
Download course materials (PDF)
Download MCLE recordkeeping form
Please note that it may take up to 30 days after you complete an online seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.