Practicing Practical Probate - Part 2: Guardianship and Probate Basics

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!


Presented by the Illinois State Bar Association
Co-sponsored by the Rock Island County Bar Association


2.75 hours MCLE credit, including 0.75 hour Professionalism Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit


Original Program Date:
October 9, 2023
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 21, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)


Get the information you need to advise your next guardianship or probate client with part two of this three part series. Elder law attorneys, family law counsel, general practitioners, and trusts and estates lawyers with basic practice experience who attend this seminar will better understand:
  • The ethical considerations you need to be aware of;
  • The issues that may arise post-order during a minor guardianship case; ; and
  • Much more.

Program Coordinator/Moderator:
Jennifer L. Kincaid, Pepping Balk Kincaid & Olson Ltd., Silvis


Ethics in Probate and Guardianship Cases
This segment examines the ethical considerations of dealing with an elderly client and clients with diminished capacity, as well as conflicts of interest, informed consent, confidentiality issues, and knowing who is the client.
Hon. Linnea E. Thompson, Fourteenth Judicial Circuit, Rock Island

Minor Guardianships
Learn how to take a minor guardianship from the start to entry of an order for the person, estate, or school purposes, as well as the requirements after the order, and the issues that may arise post-order.
Jennifer L. Kincaid, Pepping Balk Kincaid & Olson Ltd., Silvis

Judge’s Panel
This interactive session uses hypothetical scenarios in probate and guardianship cases to open discussion, and also offers attendees the opportunity to ask questions from the judges who hear these types of cases.
Moderator: Hon. Michelle S. Fitzsimmons, Fourteenth Judicial Circuit, Rock Island
Wendy A. Rogers, Rock Island County Circuit Clerk, Rock Island
Hon. Stanley B. Steines, Fourteenth Judicial Circuit, Morrison
Hon. Linnea E. Thompson, Fourteenth Judicial Circuit, Rock Island

*Originally presented as part of the 2023 Practicing Practical Probate: Guardianship and Probate Basics
. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $82.50 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $137.50
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free

Practicing Practical Probate - Part 1: Probing the Probate Process

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Co-sponsored by the Rock Island County Bar Association


2.0 hours MCLE credit


Original Program Date: October 9, 2023
Accreditation Expiration Date: November 21, 2025 (You must certify completion
and save your certificate before this date to get MCLE credit)


Get the information you need to advise your next guardianship or probate client with this three-part series. In this part, law attorneys, family law counsel, general practitioners, and trusts and estates lawyers with basic practice experience will better understand the probate process from start to finish and the importance of inventory during probate.


Program Coordinator/Moderator:
Jennifer L. Kincaid, Pepping Balk Kincaid & Olson Ltd., Silvis

Welcome and Introductions
Hon. Michelle S. Fitzsimmons, Fourteenth Judicial Circuit, Rock Island


Probate – Probing the Probate Process
Don’t miss this in-depth discussion on the probate process – from taking a case from client intake to filing with the court. Topics include: the necessary filings for testate vs intestate; preparing proper orders to open an estate with the court; bonds and surety issues; the process for administering the estate and assisting the client with the marshalling of the assets; and the importance of an inventory.
Mary Ann Brown, Nash Bean Ford & Brown LLP, Geneseo
Elizabeth Eagle, Eagle & Eagle Chartered, Rock Island




*Originally presented as part of the 2023 Practicing Practical Probate: Guardianship and Probate Basics. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $60 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $100
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free

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