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

On-demand

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

Recorded On 12/14/2023

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COURSE DETAILS

Article 81 of the Mental Hygiene Law reequires 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 to be discussed by our expert faculty include:

  • Overview and Concepts of Article 81
  • Duties, Responsibilities and Ethics of the Guardian of the Person and Property
  • Counsel to the Alleged Incapacitated Person
  • Part 36 Rules of the Chief Judge
  • The Court Evaluator: Duties, Responsibilities and Ethics
  • A View from the Bench
  • Forensic Accounting and Recovering Misappropriated Funds
  • Recordkeeping and Reporting Requirements: The Role of the Court Examiner
  • Final Accountings from a Surrogate’s Court Practitioner’s Perspective

 

FACULTY

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

Faculty: 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; Linda Redlisky, Rafferty & Redlisky; Frank Santoro, Farrell Fritz, PC; Hon. Lisa A. Sokoloff, New York County Supreme Court; Wendy Sheinberg, Rivkin Radler; Tzipora Zelmanowitz, Greenfield Stein & Senior, LLP

 

CLE CREDITS

No CLE Credits.

 

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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