Guardianhip Training

Guardianship Training

Guardianship Training Seminar

The instructor and training curriculum has been approved by the Office of Public and Professional Guardians and is designed to meet the training requirements outlined in Chapter 744. Course materials reflect 2023 changes to guardianship law. The course will provide individuals with an understanding of the guardianship system, and the skills required to perform the duties of the court-appointed legal guardian. The instructor utilizes her 41 years experience as a professional guardian to illustrate key concepts.

Irene has taught 138 40 hour courses. (CEBroker Approval # 20-945487)

Day 1: Introduction to Guardianship - Saturday July 27, 2024
  • What is Guardianship
  • Qualifications to serve as Guardian
  • Duties and Responsibilities
  • Understanding the Role
  • Alternatives to Guardianship
  • Process for Determining Incapacity
  • Process for Appointment of a Guardian
  • Types of Guardians
  • Rights of Incapacitated Persons
  • Decision-making Principles
Day 2: Guardian of the Person - Saturday August 3, 2024
  • Rights that may be Delegated to the Guardian
  • Assessing the Ward's Needs
  • Placement Alternatives
  • Abuse, Neglect, Exploitation
  • Medical Aspects
  • Mental Disorders and Developmental Disabilities
  • Baker Act/Marchman Act
  • Actions that Require Court Approval
  • Management/visitation
  • Preparing the Initial and Annual Guardian Plan
Day 3: Guardian of the Property - Saturday August 10, 2024
  • Rights that may be delegated to the Guardian
  • Process for Appointment of the Guardian
  • Types of Guardians of the Property
  • Duties and Responsibilities of the Guardian
  • Surety Bond/Blanket Fiduciary Bond
  • Restricted Depository
  • Actions that Require Court Approval
  • Ethical Dilemmas
  • Safe Deposit Box Inventory
  • Preparing the Initial Inventory
Day 4: Government Benefits, Annual Accounting - Saturday August 17, 2024
  • Appraisals
  • Banking procedures
  • Financial Management of the Ward's estate
  • Social Security
  • Medicare
  • Department of Children and Families
  • Medicaid
  • Veteran's Benefits
  • Ethical Dilemmas
  • Preparing the Annual Accounting

Day 5: Guardian and Attorney Fees, Termination of Guardianship, Guardianship as a Business - Saturday August 24, 2024
  • Guardian Fees
  • Attorney Fees
  • Substitution of Counsel
  • Transitions for the Guardian
  • Termination of Guardianship
  • End of Life Issues
  • Final Arrangements
  • Ethical Dilemmas
  • Guardianship as a Business
  • Course Exam

Elfers Multipurpose Senior Center
4136 Barker Drive
New Port Richey, FL 34652
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Classes begin promptly at 8:00am and end at 5:00pm.

Each day there will be three 15 minute breaks and 30 minutes for lunch. Restaurants and fast food is available close by or you may bring your lunch.

Pre-registration only, sorry no walk-ins.

Registration must be received at least 5 days before the class begins.

The Registration fee for this training course designed to meet the requirements to serve as a professional guardian is $450 (includes snacks, and printed course reference materials):

Purchase this course by mail using our PDF ORDER FORM or use the "Purchase & Register" buttons below to purchase online.

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Note - If you are using the online order form to register and pay for someone other than yourself please use the "Special Instructions Area" to provide information (name, address, email, phone, etc) about the person attending the seminar. Also list any food allergies if applicable.

*A Certificate of Completion will be awarded upon attendance at all five sessions and achieving a grade of 75 or better on a test which will be given at the end of the 5th session. CEBroker Approval # 20-945487

Complimentary Overview - Attend the first two hours of the first class as our guest for an overview of guardianship. Learn what is involved in becoming a legal guardian before you make a commitment in time and money. Please send registration form and fee to ensure a seat in the class. If you decide to leave after the 2 hour overview, you will receive a refund less a small service charge. For more information about this complimentary overview contact us.