In Person Guardianship Training

In Person Classroom Guardianship Training

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 135 40 hour courses. (CEBroker Approval # 20-945487)

Daily Course Details

Day 1: Introduction to Guardianship
Saturday January 6, 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 January 13, 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 January 20, 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 January 27, 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 February 3, 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

Location Information

Elfers Multipurpose Senior Center
4136 Barker Drive
New Port Richey, FL 34652
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General Information and Registration

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):

> Five (5) class days
> The course handbook "A Practical Guide to Guardianship"
> A workbook with supplemental materials
> A copy of Florida Statutes 744 "Florida Guardianship Law"
> Florida Standards of Practice for Professional Guardians
> A thumb drive with forms used in guardianship practice
> Morning and afternoon refreshments, lunch on your own
> Course Exam
> Certificate of completion (must attend all 5 sessions and pass exam with 75 or better)

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

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 please contact us.