Minors, Guardianships & Conservatorships: How to Advise Your Clients

This course is part of WealthCounsel’s Exploring Trusts and Estates series, which is intended for attorneys who are new to estate planning, eager to refresh their foundational knowledge, or looking for new ways to discuss estate planning matters with clients. This presentation will explore when and why court-appointed guardianships or conservatorships may be necessary, examine the bifurcation of the duties of physical care and custody and financial asset management, and address the differences between parenthood, guardianship, and being a custodian of assets.

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Approval process times will vary

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.