Guardianships and conservatorships : updated forms and procedures : course materials from the October 24, 2014 program in Portland

Guardianships and conservatorships : updated forms and procedures contents: Ch. 1 - Guardianship Basics by Julie Meyer Rowett. Section I - General background: guardianships and less restrictive alternatives. Section II - The intake process and case evaluation. Section III - Court filings, service and notices. Section IV - Contested case hearings. Section V - The powers and duties of a guardian. Section VI - Issues related to minors and sample forms. Ch. 2 - Conservatorships by Don B. Dickman and Lisa N. Bertalan. Section I - Background about probate jurisdiction and the probate court. Section II - Pre-petition. Section III - Initiating the protective proceeding. Section IV - Managing the estate and actions requiring court approval. Section V - Claims. Section VI - Accountings. Section VII - Terminating and closing. Section VIII - Temporary fiduciaries and protective orders and sample forms. Ch. 3 - Professional fiduciaries by Jacob Lingo, Tim McNeil, Gary L. Vigna and Mark M. Williams. Part A: Representing professional fiduciaries by Timothy M. McNeil. Section I - Core principles of representing professional fiduciaries. Section II - Cases made for professional fiduciaries. Section III - Pre-appointment issues. Section IV - Post-appointment issues. Section V - Boundaries: dividing the labor. Part B: Dealing with change of ownership at a fiduciary firm, or sale by individual by Gary L. Vigna. Includes sample forms and exhibits. Part C: New certification requirements including attachments by Jacob M. Lingo. Part D: Oregon's new public guardian statute by Mark M. Williams. Ch. 4 - Getting paid: the rules have changed (or have they?) by Matthew Whitman. Section I - The rules have changed. Section II - What changed and why? Section III - What stays the same? Section IV - What are the standards for fiduciary compensation? Section V - What are the standards for attorney fee awards? Section VI - What is the required procedure? Includes attachments and sample affidavit form. Ch. 5 - Capacity evaluation: a view from the examiner's seat by Amy S. Friday and Stephen R. Owen. Part A: Court ordered ORCP 44 exams in protected proceedings by Stephen R. Owen. Section I - ORCP 44 and sample form. Part B: Capacity evaluation: a view from the examiner's seat by Amy S. Friday. Section I - Bridging the gap. Section II - Clarifying the question and roles. Section III - The general exam process. Section IV - Understanding results. Section V - Clinical capacity opinion versus legal capacity decision. Section VI - ORCP 44 ordered exams: to be covered by Mr. Stephen Owen. Section VII - Readying your witness. Ch. 6 - Paperless practice goes mainstream: issues for e-Filers in guardianships and conservatorships by Orin R. Onken. Section I - Preparing your office for e-filing. Section II - Preparing a document for e-filing. Section III - Filing procedure in protective proceedings. Section IV - What happens after you file. Ch. 7 - The LGBT experiences of aging by Joyce M. Sjoberg. Section I - Glossary of LGBT - related terms. Section II - Transgender clients. CLE credits expire October 24, 2017.