Certified Guardian, Court Evaluator and Counsel for AIP Training: Certification Program Approved by the Office of Court Administration

On-demand

Certified Guardian, Court Evaluator and Counsel for AIP Training: Certification Program Approved by the Office of Court Administration

Recorded On 12/15/2022

Non-Attorney? Click Here

 

COURSE DETAILS

Article 81 of the Mental Hygiene Law requires that persons wishing to serve as Court Evaluators or Certified Guardians receive training approved by the Office of Court Administration (OCA). This approved training program covers all the topics required by OCA.

Some of the issues discussed include:

  • Duties, Responsibilities & Ethics of the Guardian of the Person and Property
  • Overview & Concepts of Article 81
  • The Court Evaluator: Duties, Responsibilities & Ethics
  • Part 36 Rules of the Chief Judge
  • Identifying and Addressing Abusive, Exploitative and Criminal Behavior Against Seniors through Guardianship
  • Forensic Accounting & Recovering Misappropriated Funds
  • View From the Bench
  • Final Accounting From a Surrogate’s Court Practitioner’s Perspective
  • Record Keeping & Reporting Requirements: The Role of the Court Examiner

 

FACULTY

Program Chair: Clifford A. Meirowitz, Law Offices of Clifford A. Meirowitz, PLLC;

 

Faculty: Charles Barbuti, Law Office of Charles M. Barbuti, PC; Alison Arden Besunder, Goetz Fitzpatrick LLP;  Laura M. Brancato, Meltzer, Lippe, Goldstein & Breitstone, LLP; Steven R. Finkelstein, Finkelstein & Virga, PC; Meredith R. Jones, NYS Office of Court Administration, Special Counsel for Surrogate & Fiduciary Matters;  Frank Santoro, Farrell Fritz, PC;  Hon. Lisa A. Sokoloff, NY County Supreme Court; Wendy H. Sheinberg, Rivkin & Radler, LLP; Tzipora Zeimanowitz, Greenfield Stein & Senior, LLP

 

CLE CREDITS

7.5 NY CLE Credits; 2 Ethics, 5.5 Skills; Non-transitional.

GENERAL INFORMATION

All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.

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