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Basic Finances in Conservatorships
February 16, 2023 @ 1:00 pm - 3:00 pm
A CPCS MHLD-Approved 2.0-Credit CLE Program
Sponsored by Deborah Hill Stevens, Debra Dow and Norman J. Sherman,
CPCS Mental Health Regional Coordinators
Date of CLE: February 16, 2023
Time: 1 p.m. to 3:00 p.m.
Where: On Zoom—Register in advance for this program at:
Registration Link (click on this link, or copy and paste to your internet browser)
https://us02web.zoom.us/meeting/register/tZAqc-usqD4rHNY4n2nfmHRE8gpAoDQ9sJBE
After registering, you will receive a confirmation email containing a unique link to
join this CLE program on February 16 at 1:00 p.m. Please save/copy the link to
your calendar.
PROGRAM DETAILS
Hour One
Presenters: Deborah Hill Stevens, Debra Dow and Norman J. Sherman,
Regional Coordinators
Topic: Overview of Finances in Conservatorships: Inventory, Accounting,
Experts, and Reporting
Hour Two
Presenters: Faculty
Topic: Conservatorship finances hypotheticals in small groups
Program Description:
A two-hour virtual, interactive program that explores a number of reporting and
accounting issues typically seen by Respondent’s counsel appointed to
Conservatorships followed by small group break-out sessions in which
participants will discuss/solve hypothetical scenarios. Particular attention will be
paid to the reporting duties of the conservator and the temporary conservator,
what client assets are accessible and to whom, how does your client’s home
factor into the math, and when does divorce become a legal strategy.
At the conclusion of this training participants will be able to:
—understand conservatorship financial reporting responsibilities
—appreciate the impact on Respondent and how counsel can best protect client
—recognize when there is a need to hire forensic accountants and other experts
— use the statutes and recent cases to improve your client’s legal position.
Please use the Zoom registration link above to register in advance for this
program, and do not share it with others.
