On-Demand   On-Demand Web Programs

California Guardianship Law

Released on: Jul. 13, 2017
Running Time: 03:10:50

Note: Credit for this program has expired in various states. If seeking credit for this course, please verify the credit status in your jurisdiction before commencing.


Learn the basics of guardianship law and procedure so that you can competently represent a child or adult petitioner in establishing a guardianship of the person.  This program will teach you how to represent parties in both uncontested and contested guardianship proceedings.

This program is appropriate for newly admitted and experienced attorneys who wish to represent a child or adult petitioner in establishing a guardianship of the person.


Lecture Topics [Total time 03:10:50]

Segments with an asterisk (*) are available only with the purchase of the entire program.


  • Program Overview and Introductions* [00:09:10]
    Leslie J. Mackay
  • Overview of Guardianship of the Person [01:01:25]
    Jayne Chong-Soon Lee, Nicole M. Rivera Vazquez, Leslie J. Mackay, Tamara Schane
  • Guardianship Process [00:59:45]
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Post-Guardianship Proceedings and Special Issues [01:00:30]
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane

Presentation Material


  • Caregiver’s Authorization Affidavit
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Sample Order Appointing Child’s Counsel
    Tamara Schane
  • Differences Between Probate and Dependency Court Guardianships, and Informal Caregiving Chart
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Financial Support of the Minor
    Nicole M. Rivera Vazquez
  • Overview of Guardianship of the Person PowerPoint Slides
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Legal Advocates for Children and Youth Guardianship Questionnaire
    Tamara Schane
  • Public Counsel Guardianship Clinic Intake Form
    Nicole M. Rivera Vazquez
  • San Diego Volunteer Lawyer Program, Inc. Guardianship Clinic Intake Sheet (English and Spanish)
    Leslie J. Mackay
  • Sample Screening Applicant Checklist
    Leslie J. Mackay
  • Checklist for General Guardianship
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Instructions to Complete Guardianship Forms
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Sample Petition for Appointment of Guardian of Minor (GC-210) with Attachments
    Leslie J. Mackay
  • Sample Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) (FL-105/GC-120)
    Leslie J. Mackay
  • Sample Consent of Proposed Guardian (GC-211)
    Leslie J. Mackay
  • Sample Confidential Guardian Screening Form (GC-212)
    Leslie J. Mackay
  • Sample Duties of Guardian and Acknowledgment of Receipt (GC-248)
    Leslie J. Mackay
  • Sample Petition for Appointment of Temporary Guardian of the Person [GC-110(P)] and Attachment
    Leslie J. Mackay
  • Sample Order Appointing Guardian of Minor (GC-240)
    Leslie J. Mackay
  • Guardianship Court Hearing Instructions
    Leslie J. Mackay
  • Guardianship Process PowerPoint Slides
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • FC §3041 Decision Tree (Non-ICWA)
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Termination of Guardianship by Court Order Statutes, Rules of Court, and Case Law
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Sample Petition for Termination of Guardianship (GC-255) and Attachment 8
    Leslie J. Mackay
  • Sample Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) #2 (FL-105/GC-120)
    Leslie J. Mackay
  • Sample Order Terminating Guardianship (GC-260) and Attachment 6
    Leslie J. Mackay
  • Resignation Statutes
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Removal Statutes
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Petition for Visitation (Probate) Form, Superior Court of California, County of Santa Clara
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Petition for Order Re: Guardianship Visitation, Superior Court of California, County of San Diego
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Sample Petition to Fix Residence Outside the State of California (GC-085)
    Leslie J. Mackay
  • Sample Pre-Move Notice of Proposed Change of Personal Residence of Conservatee or Ward (GC-079)
    Leslie J. Mackay
  • Sample Post-Move Notice of Change of Residence of Conservatee or Ward (GC-080)
    Leslie J. Mackay
  • Sample Petition for Factual Findings to Permit Minor’s Application for Special Immigrant Juvenile Status
    Leslie J. Mackay
  • Sample Declaration of Minor in Support of Request For Order Establishing Minor’s Eligibility for Special Immigrant Juvenile Status
    Leslie J. Mackay
  • Sample Declaration of Petitioner in Support of Request for Order Establishing Minor’s Eligibility for Special Immigrant Juvenile Status
    Leslie J. Mackay
  • Sample Memorandum of Points and Authorities in Support of Guardian’s Petition for Factual Findings to Permit Minor’s Application for Special Immigrant Juvenile Status and Exhibits A, B and C
    Leslie J. Mackay
  • Sample Order Regarding Eligibility for Special Immigrant Juvenile Status-Probate Guardianship (GC-224)
    Leslie J. Mackay
  • SIJS Statutes, Case Law, and Other Resources
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Judicial Council of California Memorandum to the Presiding Judges and Court Executive Officers of the Superior Courts: Senate Bill 873 and the Special Immigrant Juvenile Process in the Superior Courts
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Judicial Council of California Invitation to Comment: Family, Juvenile, and Probate Guardianship Law: Special Immigrant Juvenile Findings (SPR15-28)
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Post-Guardianship Proceedings and Special Issues PowerPoint Slides
    Jayne Chong-Soon Lee, Leslie J. Mackay, Nicole M. Rivera Vazquez, Tamara Schane
  • Sample Declaration of Physician in Support of Petition for Guardianship
    Nicole M. Rivera Vazquez
Chairperson(s)
Leslie J. Mackay ~ Staff Attorney, San Diego Volunteer Lawyer Program, Inc.
Speaker(s)
Jayne Chong-Soon Lee ~ Supervising Probate Attorney and Judge Pro Tem, Superior Court of California, San Joaquin County
Nicole M. Rivera Vazquez ~ Staff Attorney, Children's Rights, Public Counsel
Tamara Schane ~ Senior Attorney, Legal Advocates for Children and Youth, Law Foundation of Silicon Valley
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

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Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

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Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

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Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand web programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

 

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