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Guardianships and Conservatorships: Updated Forms and Procedures
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Guardianships and Conservatorships: Updated Forms and Procedures

Total Credits: 1 Access to Justice, 6.25 General or Practical Skills

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Access to Justice |  Elder Law |  Estate Planning |  Guardianships and Conservatorships |  Practical Skills
7 Hours 15 Minutes
Audio and Video
Original Program Date :
Oct 24, 2014
OSB Course ID:
Access for 60 day(s) after purchase.


                                                         Oregon Law Institute
                                                   of Lewis & Clark Law School

Updated Forms and Procedures

This CLE focuses on protective proceedings and will begin with an overview of conservatorships and guardianships and forms. The seminar will include presentations on working with professional fiduciaries, changes to attorney fee standards, legal capacity evaluations, reaching your aging LGBT clients, and tips for eFiling.

Attorneys, professional guardians or conservators, social workers, legal assistants, or any other professionals who practice in the area will benefit from this program.

Friday, October 24, 2014
Ambridge Event Center
1333 NE Martin Luther King Jr. Blvd.
Portland, Oregon
6.25 General or Practical Skills and 1 Access to Justice MCLE credits


8:00 a.m.        check-in and continental breakfast

8:25             welcome and introduction

8:30–9:30        Guardianships
            •    Overview of guardianships and alternatives
            •    The intake process and case evaluation
            •    Court filings, service, and notices
            •    Contested case hearings
            •    The powers and duties of a guardian
            •    Issues related to minors
            •    Case updates and new legislation
            – Julie Meyer Rowett

9:30–10:30        Conservatorships                        
            •    Initiating the protective proceeding
            •    Contesting proceedings
            •    Managing the estate
            •    Actions requiring court approval
            •    Claims
            •    Accountings
            •    Terminating and closing            
            – Don B. Dickman

10:30–10:45        break

10:45–12:00        Professional Fiduciaries
            •    Working with professional fiduciaries
            •    Things you should know (as attorneys) when working with professional fiduciaries
            •    Certification requirements
            •    Dealing with change of ownership at a fiduciary firm, or sale by individual
            •    Oregon Public Guardian and Conservator
            – Jacob M. Lingo
            – Timothy M. McNeil
            – Gary L. Vigna
            – Mark M. Williams

12:00–1:00        lunch (on your own)

1:00–2:00        Getting Paid—The Rules Have Changed (Or Have They?)
            •    Attorney fee substance and procedure after HB 2570
            •    Fiduciary compensation standards in light of HB 3129's national certification standards
            •    Standards for compensation of lay fiduciaries
            •    Ethical considerations and pitfalls
            – Matthew Whitman

2:00–3:00        Capacity Evaluation—A View from the Examiner’s Seat
            •    Bridging the gap—translating capacity from clinical to legal terms
            •    Clarifying the question and the expert’s role
            •    The general exam process and understanding results
            •    Clinical capacity opinion versus legal capacity decision
            •    ORCP 44 ordered exams
            •    Readying your witness
            – Amy S. Friday, Ph.D.
            – Stephen R. Owen

3:00–3:15        break

3:15–3:45        Paperless Practice Goes Mainstream—Issues for eFilers in Guardianships and Conservatorships
            •    Document format and procedures
            •    Exhibits and attachments
            •    Confidential documents
            •    Retention of paper originals
            •    Suggestions from the court staff
            – Orrin R. Onken

3:45–4:45        The LGBT Experience of Aging
            In this session audience members will learn how aging is different for lesbian, gay, bisexual, and transgender people. This session will combine an introduction to the unique challenges this population faces and personal stories from LGBT older adult panel members
            •    Increase understanding of the unique challenges lesbian, gay, bisexual and transgender people face as they age    
            •    Gain knowledge on how to create a welcoming and inclusive environment for the LGBT community
            •    Learn about programming for LGBT older adults in Oregon and how to conduct outreach to this community
            – Joyce M. Sjoberg, RN and members of the SAGE Metro Portland Elder Panel

4:45 p.m.        adjourn


Dady K. Blake
Dady Blake Elder Law Attorney

Stephen R. Owen
Attorney at Law

S. Jane Patterson
Attorney at Law

Mark M. Williams
Gaydos, Churnside & Balthrop, PC


Don B. Dickman
Don B. Dickman PC

Amy S. Friday, Ph.D.
Licensed Clinical Geropsychologist

Jacob M. Lingo
MacDonald & Associates, LLC

Timothy M. McNeil
The Elder Law Firm,
Davis Pagnano McNeil & Vigna, LLP

Orrin R. Onken
Elder Law Attorney

Stephen R. Owen
Attorney at Law

Julie Meyer Rowett
Yazzolino, Rowett & Edgel LLP

Joyce M. Sjoberg, RN
JS RN Consulting, LLC

Gary L. Vigna
The Elder Law Firm,
Davis Pagnano McNeil & Vigna, LLP

Matthew Whitman
Cartwright Whitman Baer PC

Mark M. Williams
Gaydos, Churnside & Balthrop, PC



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