Once a guardian of the estate (conservator) is appointed over an incapacitated adult, the guardian has a duty to bring all of the client’s assets under his/her control to protect and preserve the estate. This training will cover all aspects of bringing estate assets under the control of the guardian.
Participants will learn how to organize the case and marshal assets effectively, how to develop and document a case file, steps to identify assets and start controlling them, and how to document the assets in the case.
About The Presenter – Lucille Lyon
Lucille Lyon has 35 years of experience as a public guardian, having personally managed more than conservatorships of the person and estate for mentally ill clients and older adults. Later, as a director for three public guardian programs in California, she oversaw the training and management of staff. She is a lifetime member of the California Association of Public Administrators, Public Guardians and Public Conservators, and she presented many educational topics to public administrators and public guardians at the annual educational conference.
Continuing Education Credit
The webinar will last for 60 minutes, and is eligible for one hour of continuing education credit from the Center for Guardianship Certification.
