General Credit Hours:7.5
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
This program is a must-see for guardianship practitioners. It will highlight the procedures, potential traps, and ethical dilemmas that can arise when handling guardianship and incapacity matters. There will be presentations on ethical pitfalls, best practices, nuances of procedural traps, the always valuable judges' views, and an update on statutory and case law changes. The program also includes presentations on navigating issues involving powers of attorney, co-fiduciaries, fees, and examining committee members.
Original Program Date: April 28, 2023
CLE Credit Expiration Date: October 31, 2024
10 Minutes
Introduction and Announcements
Caitlin M. Powell, Esq., Clearwater
Stephanie L. Cook, Esq., Orlando
50 Minutes
Guardianship Case Law & Statutory Update
Sancha Brennan, Esq., Orlando
50 Minutes
Litigating Power of Attorney Issues under Chapter 709 and Issues Related to Less Restrictive Alternatives
Nicklaus J. Curley, Esq., West Palm Beach
65 Minutes
A View from the Bench: Judicial Panel
Moderator: Caitlin M. Powell, Esq., Clearwater
Panelists:
The Honorable Diana Moreland, Twelfth Judicial Circuit Judge
The Honorable Mark A. Speiser, Seventeenth Judicial Circuit Judge
5 Minutes
Welcome Back and Announcements
Caitlin M. Powell, Esq., Clearwater
Stephanie L. Cook, Esq., Orlando
50 Minutes
Two for the Price of One? Co-Guardians: The Greatest Duo of All Time
Stacy B. Rubel, Esq., Coral Gables
Elizabeth Hughes, Esq., Miami
50 Minutes
To Fee or Not to Fee? Fees in Guardianship Cases
Moderator: Cady L. Huss, Esq., St. Petersburg
Panelists:
J. Richard Caskey, Esq., Tampa
Sean W. Kelly, Esq., St. Augustine
50 Minutes
I Always Give 100%. That’s Why I Lost My Job as an Examiner.
J. Eric Virgil, Esq., Coral Gables
50 Minutes
Oops! I Did it Again: Avoiding Ethical Pitfalls in Guardianship
Jamie B. Schwinghamer, Esq., Naples
10 Minutes
Closing Remarks
Caitlin M. Powell, Esq., Clearwater
Stephanie L. Cook, Esq., Orlando
Course Number:5993
Credit Hours:
General Credit Hours:7.5
Professional Responsibility Credit Hours:2
Ethics Credit Hours:1
Mental Illness Credit Hours:1
Elder Law Credit Hours:7.5
Wills, Trusts, and Estates Credit Hours:7.5