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2023 Annual Guardianship CLE
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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. 8:50 AM - 9:00 AM Introduction and AnnouncementsCaitlin M. Powell, Esq., Clearwater Stephanie L. Cook, Esq., Orlando9:00 AM - 9:50 AM Guardianship Case Law & Statutory UpdateSancha Brennan, Esq., Orlando9:50 AM - 10:40 AM Litigating Power of Attorney Issues under Chapter 709 and Issues Related to Less Restrictive AlternativesNicklaus J. Curley, Esq., West Palm Beach10:40 AM - 10:50 AM Break10:50 AM - 11:55 AM A View from the Bench: Judicial PanelModerator: Caitlin M. Powell, Esq., Clearwater Panelists: The Honorable Diana Moreland, Twelfth Judicial Circuit Judge The Honorable Mark A. Speiser, Seventeenth Judicial Circuit Judge11:55 AM - 12:55 PM Lunch12:55 PM - 1:00 PM Welcome Back and AnnouncementsCaitlin M. Powell, Esq., Clearwater Stephanie L. Cook, Esq., Orlando
1:00 PM - 1:50 PM Two for the Price of One? Co-Guardians: The Greatest Duo of All TimeStacy B. Rubel, Esq., Coral Gables Elizabeth Hughes, Esq., Miami1:50 PM - 2:40 PM To Fee or Not to Fee? Fees in Guardianship CasesModerator: Cady L. Huss, Esq., St. Petersburg Panelists: J. Richard Caskey, Esq., Tampa Sean W. Kelly, Esq., St. Augustine2:40 PM - 2:50 PM Break2:50 PM - 3:40 PM I Always Give 100%. That’s Why I Lost My Job as an Examiner.J. Eric Virgil, Esq., Coral Gables3:40 PM - 4:30 PM Oops! I Did it Again: Avoiding Ethical Pitfalls in GuardianshipJamie B. Schwinghamer, Esq., Naples4:30 PM - 4:40 PM Closing RemarksCaitlin M. Powell, Esq., Clearwater Stephanie L. Cook, Esq., Orlando
7.5 CLE, 1 of which may be applied towards Ethics
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1 Mental Illness Awareness
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7.5 Elder Law
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7.5 Wills,Trusts, & Estates
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