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Preparing Your First Adult Guardianship Petition 2024

Product ID: CA3705R2
Presented By: State Bar of Wisconsin PINNACLE

The goods on guardianship

Guardians for adults are appointed by courts to act in the best interests of individuals who are found incompetent to make personal, financial, contractual, or medical decisions on their own behalf. They offer protection to adults who are unable to provide for their own personal care or custody or who are unable to defend themselves from abuse, or exploitation. Because guardianships remove certain individual liberties, they should not be approached lightly, and judicial oversight is required. 

Preparing Your First Adult Guardianship Petition is your guide to the ins and outs of the guardianship process from start to finish. Dayna J. Lefebvre will introduce you to basics such as the different types of guardianships and their purposes, as well as the duties, powers, and limitations of guardians. You’ll also explore jurisdiction and venue, selecting the guardian, and permanent versus temporary guardianships.  

Get up to speed on pre-hearing requirements, including:

  • Guardianship training
  • Examining a doctor’s report
  • Comprehensive evaluation
  • Bond approval
Read More ↓

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Pricing

Member $149.00

Non-Member $199.00

Credits

2 CLE

Date and Time

Friday, October 18, 202412:00 PM - 1:40 PM CT

Add to Calendar 10/18/2024 12:00:00 PM 10/18/2024 1:40:00 PM America/Chicago Preparing Your First Adult Guardianship Petition 2024

The goods on guardianship

Guardians for adults are appointed by courts to act in the best interests of individuals who are found incompetent to make personal, financial, contractual, or medical decisions on their own behalf. They offer protection to adults who are unable to provide for their own personal care or custody or who are unable to defend themselves from abuse, or exploitation. Because guardianships remove certain individual liberties, they should not be approached lightly, and judicial oversight is required. 

Preparing Your First Adult Guardianship Petition is your guide to the ins and outs of the guardianship process from start to finish. Dayna J. Lefebvre will introduce you to basics such as the different types of guardianships and their purposes, as well as the duties, powers, and limitations of guardians. You’ll also explore jurisdiction and venue, selecting the guardian, and permanent versus temporary guardianships.  

Get up to speed on pre-hearing requirements, including:

  • Guardianship training
  • Examining a doctor’s report
  • Comprehensive evaluation
  • Bond approval
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The goods on guardianship

Guardians for adults are appointed by courts to act in the best interests of individuals who are found incompetent to make personal, financial, contractual, or medical decisions on their own behalf. They offer protection to adults who are unable to provide for their own personal care or custody or who are unable to defend themselves from abuse, or exploitation. Because guardianships remove certain individual liberties, they should not be approached lightly, and judicial oversight is required. 

Preparing Your First Adult Guardianship Petition is your guide to the ins and outs of the guardianship process from start to finish. Dayna J. Lefebvre will introduce you to basics such as the different types of guardianships and their purposes, as well as the duties, powers, and limitations of guardians. You’ll also explore jurisdiction and venue, selecting the guardian, and permanent versus temporary guardianships.  

Get up to speed on pre-hearing requirements, including:

  • Guardianship training
  • Examining a doctor’s report
  • Comprehensive evaluation
  • Bond approval
Read More ↓

Dayna J. Lefebvre is a shareholder at Becker, Hickey & Poster, S.C., Milwaukee, and practices in the areas of elder law, special needs planning, estate planning, guardianships, and probate and trust administration. Dayna speaks and writes extensively on the topics of elder law and special needs planning. She was also an adjunct professor at Marquette University Law School, where she taught Estate Planning and Gift & Estate Tax courses. 

Dayna serves on the Board of Directors for the Wisconsin Chapter of the National Academy of Elder Law Attorneys and co-chairs several committees and workgroups for the Chapter. She also serves on the Insurance and Member Benefits Committee for the State Bar of Wisconsin and served as Co-Chair of the Elder Law Section of the Milwaukee Bar Association from 2015 to 2019.

  • Receive a comprehensive overview of the adult guardianship process 
  • Differentiate between guardians of a person and guardians of the estate 
  • Examine the roles, duties, and limitations of guardians 
  • Know what you need to do before a guardianship hearing
  • Learn important steps in the hearing and post-hearing process
  • Attorneys new to elder law and guardianships
  • Elder law practitioners
  • Probate attorneys
  • Nursing home counsel 
  • Paralegals

Is your first court appearance on the horizon? Drafting your first will or real estate contract? There are firsts for every lawyer, new and experienced, and the Foundational Firsts Series from State Bar of Wisconsin PINNACLE® is designed to help you rise to the occasion. With sessions offering practical, step-by-step guidance on essential legal tasks and procedures you don’t learn in law school, Foundational Firsts programs help build your confidence and your resume. Click here for the full catalog of Foundational Firsts Series programs. 

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