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Duties & Checklist for Conservatorship of Minors (Recorded)

  • Training

  • 2 Hours
  • March 13, 2025
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 6067741

When a conservatorship might be necessary, how to petition for a conservator, duties and requirements for a conservator, and how to manage requests and expectations of the minors and their families

Understanding conservatorship law as it relates to minors is important for estate planners, family law attorneys, and probate attorneys. Get an in-depth overview of conservatorships for minors. The faculty explain the basics, including when a conservatorship might be necessary, how to petition for a conservator, duties and requirements for a conservator, and how to manage requests and expectations of the minors and their families.

Course Content

9:00 - 9:20 am - Appointment of Temporary and Permanent Conservators for Minors
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

9:20 - 9:35 am - Single Transactions and Protective Arrangements and Estate Planning for Minors
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

9:35 - 9:55 am - Alternatives to Conservatorships
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

9:55 - 10:15 am - Limited Conservatorships
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

10:15 - 10:35 am - Accounting and Reporting Requirements
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

10:35 - 10:50 am - The Role of a Guardian ad Litem
Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

10:50 - 11:00 am - "Ask the Experts" Q&A Session and Key Takeaways
Panel

Speakers

Chair

Melissa A. Howitt, Esq.,
Doherty, Dugan, Cannon, Raymond & Weil, PC, Franklin

Faculty

Stephanie Addeo, Esq.,
Rubin and Rudman LLP, Boston