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Adult Guardian ad Litem Training 2024

Product ID: CA3631W
Presented By: State Bar of Wisconsin PINNACLE

Insights on advocacy

Serving as a court-appointed guardian ad litem (GAL) in guardianship or protective placement matters for adults requires substantive knowledge, delicacy, and skill. At Adult Guardian ad Litem Training 2024, get the tools you need to be a successful advocate for the interests of your wards.

You’ll start with GAL basics and an overview of guardianship and protective placement cases from start to finish, then receive thorough explanations of:

  • Annual Watts reviews
  • Guardianship transfers to and from Wisconsin
  • Contested issues in guardianships
  • Guardianship and protective placement motion practice
  • Competent representation of “best interests”
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE, 1 EPR, 7 GALAD

Date and Time

Thursday, May 23, 20248:30 AM - 4:00 PM CT

Add to Calendar 5/23/2024 8:30:00 AM 5/23/2024 4:00:00 PM America/Chicago Adult Guardian ad Litem Training 2024

Insights on advocacy

Serving as a court-appointed guardian ad litem (GAL) in guardianship or protective placement matters for adults requires substantive knowledge, delicacy, and skill. At Adult Guardian ad Litem Training 2024, get the tools you need to be a successful advocate for the interests of your wards.

You’ll start with GAL basics and an overview of guardianship and protective placement cases from start to finish, then receive thorough explanations of:

  • Annual Watts reviews
  • Guardianship transfers to and from Wisconsin
  • Contested issues in guardianships
  • Guardianship and protective placement motion practice
  • Competent representation of “best interests”
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Insights on advocacy

Serving as a court-appointed guardian ad litem (GAL) in guardianship or protective placement matters for adults requires substantive knowledge, delicacy, and skill. At Adult Guardian ad Litem Training 2024, get the tools you need to be a successful advocate for the interests of your wards.

You’ll start with GAL basics and an overview of guardianship and protective placement cases from start to finish, then receive thorough explanations of:

  • Annual Watts reviews
  • Guardianship transfers to and from Wisconsin
  • Contested issues in guardianships
  • Guardianship and protective placement motion practice
  • Competent representation of “best interests”
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chairs and Presenters

Jessica A. Liebau
Wessels & Liebau LLC
Mequon

Avery J. Mayne
Walny Legal Group LLC
Milwaukee

Presenters

Melanie Cairns
Disability Rights Wisconsin
Madison

Victoria Davis Davila
Davila Davis & Pledl S.C.
Milwaukee

Patricia Foley
Law Office of Patricia R Foley LLC
Madison

Sarah Gustin
Board on Aging & Long Term Care
Madison

Blaine Patiño
Canellos & Patiño LLC
Wauwatosa


8:30 a.m. Guardianship Basics

  • Petitioning for guardianship and protective placement from start to finish
  • In depth review of statutory requirements, including notice and evidentiary requirements and key players
  • Conducting guardianship/protective placement hearings

Avery J. Mayne

9:20 a.m. GAL Basics

  • Handling an initial guardianship/protective placement case from appointment through payment
  • Navigating a temporary guardianship
  • Conducting an annual (“Watts”) review

Patricia Foley

10:10 a.m. Break

10:25 a.m. Guardianship Transfers

  • Review the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act
  • Transfers TO and FROM Wisconsin
  • GAL duties under the statute

Blaine Patiño

11:15 a.m. An Introduction to IRIS, Wisconsin’s Self-Directed Adult Long-Term Care Program

  • Overview of the Wisconsin IRIS Program for GALs: eligibility, enrollment, and allowable services
  • Examine the additional key players in IRIS: Fiscal Employer Agency (FEA), Aging and Disability Resource Center (ADRC)
  • Comparing IRIS and Family Care: primary similarities & differences

Melanie Cairns

12:05 p.m. Lunch (on your own)

1:15 p.m. Contested Issues in Guardianships – What the GAL Needs to Know

  • “Frequent flyer” contested guardianship issues
  • How to be prepared for your contested hearing
  • GAL responsibilities in litigation
  • Guardianship and protective placement motion practice

Vicki Davis Davila

2:05 p.m. Resident Rights-Skilled Nursing Facilities

  • Board on Aging and Long-Term Care & The Long Term Care Regional Ombudsman: roles & responsibilities, what we are and what we are not
  • Overview of Resident Rights: Skilled Nursing Facilities, Regulatory Oversight, Grievance Process/Procedure, Airplane Analogy
  • The role of the Legal Decision Maker

Sarah Gustin

2:55 p.m. Break

3:10 p.m. Guardian ad Litem: Ethical Considerations

  • Ethics Opinion EF-23-02 and implications for adult GAL matters
  • Tamara LP, Jennifer M, and other relevant cases
  • SCR Chapter 36 vs. SCR 20:1.2 and “Competent Representation” of best interest

Jessica Liebau

4:00 pm Program Concludes

  • Confidently handle guardianships and protective placements from appointment through payment
  • Know how to conduct an annual Watts review
  • Understand the GAL’s duties under the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act
  • Receive an overview of IRIS, Wisconsin’s self-directed adult long-term care program
  • Effectively prepare for contested guardianship hearings
  • Survey the landscape of residents’ rights and regulatory oversight in skilled nursing facilities
  • Explore ethical considerations specific to adult GAL matters
  • Guardians ad litem for adults
  • Family law attorneys
  • Elder law attorneys
  • New attorneys looking to take GAL appointments
  • Experienced GALs who want a refresher
  • Judges

Book Bonus!

The Guardian ad Litem Handbook
Save 15% on the The Guardian ad Litem Handbook.* This comprehensive resource is filled with practical information on handling GAL appointments, whether you’re looking for guidance on the basics or need help with complex issues. Use discount code CA3631 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

This program has been approved for 2 judicial education credits by the Wisconsin Office of Judicial Education.

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