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ACADEMIC PROGRAMS
BEST PRACTICES IN GUARDIANSHIP CASES

4th Annual Guardianship Conference

Sponsored with the Massachusetts Guardianship Association and
Flaschner Judicial Institute

Please Note: This course has already been held.

Date: Friday, November 14, 2008

Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 05:00 PM

Faculty
Schedule/Agenda
Registration Information

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Guardianship is a hot topic – around the country and, especially, in Massachusetts. Major changes in Guardianship law and practice are being implemented, while other improvements are contemplated. This Seminar will focus on how the changes will affect Guardianship in the future – and your practice as well.

Participate in an open and active dialogue! Best Practices in Guardianship Cases highlights a number of Probate Judges (including Chief Justice Paula Carey), three noted doctors who are experts in assessing capacity with the latest diagnostic tools, and nationally recognized legal scholar, Professor Lawrence Frolik. Other speakers will include assistant judicial case managers, leading attorneys, and a panel on Ethics including an Attorney from the Office of the Bar Counsel. This conference has today’s guardianship practice covered from A-Z.

Who Should Attend:
The program is designed for mental health professionals, including not only attorneys and professional Guardians, but also social workers, psychologists, psychiatrists, and specialized facility managers.

Attend and Learn:
  • How Guardianship has evolved over the past 50 years
  • How to complete the new medical certificate properly
  • How to complete the new Guardianship petition properly
  • How to meet ethical considerations involving Guardianship
  • The impact of proposed Article V of the United Probate Code on best practice in Guardianship matters
  • Wards expanding rights to counsel
  • How to be current on new requirements and best
  • practices in this rapidly evolving field of law

  F A C U L T Y

  M. David Blake, Esq., Chair
  Blake & Associates, Boston, MA
   
  Honorable Paula M. Carey, Chief, Chair
  Probate & Family Court
   
  Linda G. Bauer, Esq.
  Massachusetts Board of Bar Overseers
   
  Honorable Beverly Weinger Boorstein (ret.)
  Probate & Family Court
   
  Rebecca W. Brendel, MD, JD
  Law & Psychiatry Service, Massachusetts General Hospital
   
  William J. Brisk
  Newton Centre
   
  John H. Cross, Esq.
  Adminstrative Office of the Probate and Family Court
   
  David Dacyczyn
  Assistant Judicial Case Manager, Franklin Probate & Family Court Greenfield, MA
   
  Professor Lawrence Frolik
  University of Pittsburgh School of Law, Pittsburg, PA
   
  Jane E. Gildersleeve, RG
  Planning Committee, Provincetown, MA
   
  Stan Goldman, Esq., Director
  Mental Health Litigation, Committee for Public Counsel Services, Boston, MA
   
  Joan Kakascik, Ed.D.
  Psychologist, Saddle Brook, NJ
   
  Mark A. Leahy, Esq.
  Whittum & Leahy, Hingham, MA
   
  Honorable Susan Ricci, Associate Justice
  Probate & Family Court, Worcester Division
   
  Ron Schouten, MD, JD
  Director, Forensic Fellowship Program, Law & Psychiatry Service Massachusetts General Hospital, Boston, MA
   
  Timothy D. Sullivan, Esq.
  AndoverLaw, P.C., North Andover, MA
   
  Jennifer Rivera Ulwick, Esq., Assistant Judicial Case Manager
  Probate and Family Court, Middlesex County
   
  S C H E D U L E / A G E N D A

9:00 WELCOME AND INTRODUCTIONS
Merrill David Blake, Honorable Paula Carey, Co-Chairs



9:15 GUARDIANSHIP IN PRACTICE-ARE WE PROGRESSING OR REGRESSING?
Professor Lawrence A. Frolik



9:50 ARTICLE V PROVISIONS PERTAINING TO GUARDIANSHIP
  • Nuts and Bolts Presentation of Changes and How to Implement Changes
  • How to Utilize Article V as a Model to Further Develop Best Practices in Guardianship
  • Developments in Right to Counsel Precedent in Guardianship
  • Right to Counsel in Guardianship Matters

Stan Goldman, Mark A. Leahy and Timothy D. Sullivan



10:50 PANEL DISCUSSION AND Q & A

11:00 NETWORKING BREAK

11:15 ETHICS OF GUARDIANSHIP PRACTICE
Moderator: William Brisk,
Honorable Paula Carey, Honorable Beverly Weinger Boorstein (ret.), Linda G. Bauer, and Stan Goldman



12:15 LUNCH

1:15 NEW FORMS IMPLEMENTED THIS YEAR BY THE PROBATE COURT AND CHANGES IN THE COURTS
  • New Petition for Guardianship
  • New Medical Certificate Form-How Implementation Has Changed Practice
  • Guardianship Accounting Monitoring Processes, Including Discussion of Rule 1.07 and How It Is Merged into Attorney Trust Accounts
  • Uniform Practice XXII
  • New Standing Order Regarding the Filing of Medical
  • Certificates and Clinical Team Reports

Honorable Susan D. Ricci, Jennifer Rivera Ulwick, John H. Cross and David Dacyczyn



2:30 PANEL DISCUSSION AND Q & A

2:45 NETWORKING BREAK

3:00 THE NEW MEDICAL CERTIFICATE IMPLEMENTED BY THE PROBATE COURT AND TECHNIQUES TO COMPLETE COMPREHENSIVE “HOW TO” FOR DOCTORS
Rebecca W. Brendel, Joan Kakascik and Ron Schouten



4:30 Q & A

5:00 CONCLUDE

  G E N E R A L   I N F O

Date:  

Friday, November 14, 2008

Tuition:  

Tuition is $249; $199 for Suffolk alumni, attorneys admitted to the Bar after 2005 and members of MGA.



Walk-Ins:  

Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials.



Refunds:  

Written requests for cancellations received via fax or email 24 hours prior to the program will be granted a refund, minus a $15 charge. If you cannot attend, you may send a substitute, otherwise you will receive the written course materials.



Location:  

Suffolk University Law School, 120 Tremont St., Boston, MA



Credit:  

Approved for CLE credit in RI, NH, VT & ME. This course also provides 6 credits for GAL credits in categories D & I and 7.0 CPCS Mental Health credits. This program has also been approved for 6.5 Category I Continuing Education hours for relicensure, in accordance with 258 CMR. Collaborative of NASW and the Boston College and Simmons College Schools of Social Work Authorization Number: D 40345.



Special
Needs:
 

If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.




Directions to the Law School.

 

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