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Date: March 9, 2018
Training Overview: The PG|PC regional boot camps are designed to provide a general overview of criteria for establishing a Conservatorship; powers, authorities, and legal aspects of filing petitions; managing client’s care and estate assets; a review of basic public benefit programs; and documentation best practices.
The enclosed are the resources that are provided as part of that training. To find out if a training is available in your area, please check out our events calendar or log-in to your member dashboard to see if a training is available online.
Training Resources:
- Description of Conservatorship
- General Duties
- Conservatee Rights
- LPS Hearing Process
- PG|PC Glossary of Basic Terms
- 2900 Sample
- 2900 Trust Sample
Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your individual County policies and procedures. None of the resources provided should be construed as legal advice.
