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 2017 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 35 years experience as a professional guardian to illustrate key concepts.

Irene has taught 124 40 hour courses. (SPGO approval # 20-610256)


Week 1 - Saturday January 5, 2019
  • Overview of the guardianship system
  • Alternatives to guardianship
  • Process for Determining Capacity
  • Appointment of Guardian
  • Rights of Incapacitated Persons
  • Principles for Effective Decision-Making
Week 2 - Saturday January 12, 2019
  • Guardian of the Person
  • Medical Aspects
  • Placement Alternatives
  • Management Techniques
  • Psychiatric Aspects
  • End of Life Issues
  • Preparing Initial and Annual Plans
Week 3 - Saturday January 26, 2019
  • Guardian of the Property
  • Marshalling the Assets
  • Inventory and Appraisals
  • Banking and Investments
  • Preparing the Inventory
  • Preparing the Annual Accounting
Week 4 - Saturday February 2, 2019
  • Applying for Benefits
  • Medicare and Medicaid
  • Petitioning for Fees
  • Terminating the Guardianship
  • Community Resources
  • Guardianship as a Business
  • Course Exam


















Location:
Pacifica Senior Living, Administration Building
620 Belleair Road, Clearwater, FL 33756
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Classes begin at 8:00am and end at 6:30pm.
Each day there will be three 15 minute breaks and 30 minutes for lunch, which is provided.
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 lunch, snacks, and printed course reference materials):

The Registration fee for this training course designed to meet the requirements to serve as a professional guardian is $450 (includes lunch, 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 four sessions and achieving a grade of 75 or better on a test which will be given at the end of the 4th session. CEBroker/SPGO Approval # 20-610256

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.