8:30 am - 9:00 am Light Continental Breakfast; Visit Sponsors & Exhibitors
9:00 am – 10:00 am The Basics of Guardianship and Conservatorship Petitions: Aimed at newer practitioners (or anyone wanting a refresher!), this session will walk attendees through the process of filing for guardianship and/or conservatorship of an incapacitated adult. In addition to covering the basics, we will also try to address a few of the most common issues that arise. Amy McCullough, Esq.
10:00 am – 10:15 am Break; Visit Sponsors & Exhibitors
10:15 am – 11:45 am Advanced Petitioning for Guardianship & Conservatorship: This session will focus on unusual/advanced nuances in petitioning such as estate planning powers for conservator; limited guardianship/conservatorships/transfer of guardianship; petitioning for client in divorce situation, etc. Stephanie Pitsenberger Cook, Esq., Vera Golenzer, Esq. and James McConville, Esq.
11:45 am - 12:00 pm Break; Visit Sponsors & Exhibitors
12:00 pm - 1:00 pm Guardians Ad Litem —Who Knew it Was this Hard? This session will focus on the duties of guardians ad litem and the roles they play in the affairs of their wards, the extent of and limitations on what they should do in those roles,the potentials for conflicts of interest and some of the other "thorny" situations which arise when serving as GAL. Cary Cucinelli, Esq. and Valerie Geiger, Esq.
1:00 pm – 2:00 pm Lunch Sponsored by Members Trust Company
2:00 pm – 2:50 pm Checklist After Leaving the Courthouse/Duties After Appointment Ross Hart, Esq.
2:50 pm – 3:00 pm Break; Visit Sponsors & Exhibitors
3:00 pm – 5:00 pm A. Fiduciary and Finance: A Conservator/Trustee Guide on how to Protect their Clients: We’ll be discussing best practices on how conservators and trustees make investment and planning decisions that align with their fiduciary responsibility. How do we establish and achieve financial goals? What does it mean to be a “prudent investor”? What are the pitfalls we can avoid? Mark Friese, CRPC® & Chase Phillips - Merrill Lynch, and Elizabeth Wildhack, Esq. B. Reading Investment Account Statements: How to Grade an Investor’s Scorecard: This session will present a top-to-bottom look at the key elements found in every brokerage statement and provide helpful tools to glean pertinent information that can test the fiduciary worthiness of the account’s broker/advisor and if the account is meeting its goals and objectives. Robert Jones, ChFC®, CFE® - Securities Claims Management