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2021 Congratulations – You Are a Conservator. Now What?

Total Credits: 1.0 Self Study

Practice Area:
Trusts, Estate Planning & Probate
Audio and Video


Original program date 10/26/2021

Great news!  The petition for appointment has been successful, and your client has been named conservator of a disabled person.  Now what?  This seminar will walk through the timeline of a conservatorship, including initial steps after appointment, payment of expenses and claims, annual settlements, and terminating the conservatorship.  The seminar will also discuss options for avoiding conservatorships. 

What you will learn: 

  • How you can help your clients avoid a conservatorship; 
  • First steps for the newly appointed conservator; 
  • Support orders, approval and ratification of expenses, and managing assets; 
  • Claims against the estate; 
  • Annual settlements; and 
  • Terminating the conservatorship. 

Speaker: Timothy McCurdy, Lashly & Baer, PC, St. Louis 

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.



Timothy McCurdy's Profile

Timothy McCurdy Related Seminars and Products

The McCurdy Law Firm, LLC

Tim McCurdy is Of Counsel at the firm. Tim grew up on a farm in Southwest Iowa. After obtaining his law degree from the University of Notre Dame, Tim moved to St. Louis to “watch a few Cardinals games” before returning to Iowa. Tim met his now wife and his plans quickly changed – Tim has called St. Louis home for more than twenty years.

Throughout Tim’s legal career, he has helped clients protect their rights in lawsuits throughout the country. After watching a loved one suffer from Alzheimer’s disease, Tim developed a passion for elder law. Tim’s practice now combines his more than twenty years of litigation experience with an in-depth knowledge of estate planning and probate.

Tim devotes his practice to helping families navigate disputes involving estate plans and probate administration. Tim’s trusts and estates litigation practice includes trust and will contests, the removal of fiduciaries, demands for accountings, and contested guardianships. Tim is also frequently appointed by probate judges to represent individuals facing guardianship petitions, and as a court-appointed fiduciary.

Tim also helps families protect their life savings while ensuring access to the health care they need through Medicaid and special needs planning. Tim’s elder law practice also includes helping families develop estate plans to avoid probate and to protect against future challenges to their estate plan.

Tim lives in Chesterfield with his wife, two sons, and two dogs. Outside of the office you can likely find Tim in the stands at a hockey rink or a theater cheering on his sons.

Cancellation Policy

Click HERE to review the Cancellation Policy.