Trusts, Estates & Probate

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Guardianships of Minor Children: What Every Attorney Needs to Know

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Aisha Cooks
Jessica Williams
With Aisha Cooks from The Law Office of Aisha S. Cooks + 1 other

Thu, Jun 25, 00:00 AM – 00:00 PM

Product ID 102037

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$299

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Overview

Foundations of Child-Focused Planning

The choices made in guardianship and trust planning can impact a child's life for years to come. This course distills the essentials of guardianship, guardian nominations, and trust structures for minor children. Gain the practical knowledge and skills needed to safeguard futures - register today!

  • Recognize when guardianship of the estate is necessary and when it can be avoided through planning.
  • Anticipate common objections to guardian appointments and prepare effective responses.
  • Identify trust structures that limit guardianship of the estate for minor beneficiaries.
  • Align trust terms with guardianship plans to create a cohesive strategy.

Abbreviated Agenda

  1. Guardianships for Minor Children: The Legal Framework
  2. Establishing, Modifying, and Terminating Guardianships
  3. Financial Stewardship and Trusts for Minor Children

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Related Topics

Product ID 102037

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Guardianships for Minor Children: The Legal Framework

    1. Guardianship of the Person vs. Guardianship of the Estate
    2. When is Estate Guardianship Needed for Minors?
    3. Types of Guardianship: Emergency, Temporary, Limited, Full/Permanent
    4. Initial Filing and Appointment Procedures
    5. Court Supervision and Reporting Requirements
    6. How Guardianships End: Age of Majority, Reunification, Adoption, Resignation

  2. Establishing, Modifying, and Terminating Guardianships

    1. Drafting the Petition: Strategies that Minimize Ambiguity and Disputes
    2. Primary, Alternative, and Successor Guardians
    3. Supporting Evidence: Background Check, Home Study, and More
    4. Addressing Relocation, Remarriage, and Family Friction
    5. Objections to Anticipate and How to Respond
    6. Petition to Modify or Terminate a Guardianship
    7. Burden of Proof: When Parents Seek to Resume Custody

  3. Financial Stewardship and Trusts for Minor Children

    1. Structures That Avoid or Limit Guardianship of the Estate
    2. Revocable Trusts as a Guardianship-Adjacent Planning Tool
    3. Trustee Selection and Coordination With Guardians (With Sample Coordination Clause)
    4. Managing Conflicts Between Trustees and Guardians
    5. Distribution Standards During Minority and Transition to Adulthood
    6. Age-Based vs. Discretionary Distribution Frameworks

Who Should Attend

This course is designed for attorneys. Guardians, fiduciaries, and paralegals will also benefit.

Speakers

Aisha Cooks
Aisha
Cooks
The Law Office of Aisha S. Cooks
Jessica R Williams
Jessica R.
Williams
Robinson Farthing Spandau Williams LLC
Speaker bio
Aisha Cooks

Aisha Cooks

The Law Office of Aisha S. Cooks
Aisha Cooks

began her career as a general civil practitioner at a boutique firm in Chicago, Illinois focusing primarily in probate law and family law matters. Ms. Cooks has been a solo practitioner at The Law Office of Aisha S. Cooks since 2012. She concentrates in the areas of probate law, estate planning, family law and residential real estate. Ms. Cooks earned her J.D. degree from DePaul University College of Law, where she received the CALI Excellence for the Future Award in Trial Advocacy and the American Association for Justice Partnership in Advocacy Scholars Award. She earned her B.S. degree in education and social policy from Northwestern University. Ms. Cooks is admitted to practice law in Illinois and the General Bar of the U.S. District Court, Northern District of Illinois.

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Speaker bio
Jessica R Williams

Jessica R. Williams

Robinson Farthing Spandau Williams LLC
Jessica Williams

is a partner of Robinson Farthing Spandau Williams LLC. Her focus includes estate planning, estate and trust administration (including litigation components), and guardianships. Ms. Williams attended the IU McKinney School of Law from 2010 to 2013 as a non-traditional evening student. While attending law school in the evenings, she managed two occupations; one as a legal intern at the Indiana Prosecuting Attorneys Council and the other as a clinical laboratory scientist at IU Health North Hospital. In December 2013, Ms. Williams completed her law school education and earned her Juris Doctorate, as well as a specialty certification in health law. She co-authored Behavioral Contracts in a John Hopkins University's publication, Biology in 2014. Ms. Williams earned her bachelor's degree in science at Indiana State University, and her Associates in Arts and Associates in Arts and Science degrees at Lincoln Trail College. She is immediate past chair of the Indianapolis Bar Association Estate Planning and Administration Executive Council, and current chair of Indiana State Bar Association and the Estate Planning Council.

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