Representation of Incapacitated Persons as a Guardian Ad Litem — 2016 Qualifying Course

MCLE Credits: 6.0
Ethics Credits Included: 1.0 (GAL Incap: 6.0)

Live on Site: Wednesday, November 9 / Charlottesville
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:05 p.m.
MCLE Credit: 6.0 (Ethics: 1.0; GAL Incap: 6.0)
Live-Interactive Credit: 6.0 Live Interactive MCLE Credit Symbol
Video on Site Options


Why Attend?

In order to be appointed as a guardian ad litem for an incapacitated person in Virginia, members of the bar must meet the standards set forth by the Judicial Council of Virginia. This six-hour course meets the training requirement under these standards. All attorneys who wish to qualify for court appointment as GALs for incapacitated persons in Virginia must take this course.This course will teach you the basics, including:

  • What starts the whole process?
  • How is a GAL appointed?
  • What are your duties as a GAL?
  • What community resources are there to assist you?
  • How do you determine if a guardian and/or conservator is needed?
  • Are there alternatives to a guardian/conservator?
  • What are the duties of the guardian and conservator?
  • What ethical rules apply to you as GAL?

In proceedings where a guardian and/or conservator is sought for an allegedly incapacitated person, the Circuit Court appoints a guardian ad litem (GAL). This course will qualify you to accept those appointments and provides procedural and practical information for litigators, family lawyers, trust and estate lawyers, and elder law practitioners involved in proceedings with GALs appointed to represent incapacitated persons.

GAL for Incapacitated Persons Qualifying Credit Hours: 6.0
GAL Information


Forms will be available as part of the electronic materials all attendees receive.

For more information on becoming a GAL for incapacitated persons in Virginia, please contact the Office of the Executive Secretary, Supreme Court of Virginia, 100 North Ninth Street, Third Floor, Richmond, VA 23219 (804-786-6455) or visit this website:


Can't Attend?
Attend one of the 7 video replays offered statewide in January, March, June, and September of 2017.
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8:30 Registration
9:00 Introduction and Brief Overview
9:20 Appointment Process
Raymond L.  Clarke
  • Definitions
  • Evaluation Report
  • Petition
  • Notice
  • Appointment of Guardian Ad Litem
  • Hearing
  • Order
10:00 Break
10:10 Role of the Guardian Ad Litem for Adults and of Counsel for Respondent
Jean G.  Ball, Kimberley Ann Murphy
  • Duties of the GAL
  • GAL Report
  • Respondent’s Right to Counsel
  • Role of Counsel
  • GAL as Mediator
  • Determining Real Issues in Controversy
  • GAL Role in Drafting the Orders
11:40 Requirements to Become a Guardian Ad Litem for Incapacitated Adults
Sandra L. Karison
  • Initial Qualification and Training
  • Recurrent Training
12:05 Lunch (provided at live program only)
12:50 Adult Guardianship Alternatives
Sherri L. Nelson
  • Power of Attorney
  • Living Trust
  • Joint Accounts
  • Advance Directive
  • Civil Commitment           
1:35 Aging, Disability, and Community Resources
Angela Morehouse
  • Dynamics of Incapacity
  • Communication
  • Cultural Awareness
  • Medical Terminology
  • Reading Medical Reports
  • Medicaid/Medicare
  • Local and State Agencies
  • Public Guardianship
2:15 Break
2:25 Role of the Guardian/Role of the Conservator
Ann M. Green
  • Qualification
  • Duties and Powers
  • Annual Reports
  • Revocation or Modification           
3:05 Ethical Considerations:  Representing the Impaired Client
Frank A. Thomas, III

Many issues arise that deserve special consideration, including:

  • The ethics rules indicate that the lawyer may be obligated to make decisions for the impaired client.  Under what circumstances does this occur?  Which decisions are appropriate?
  • A client is presumed to be competent.  How will you know when the client is incompetent?
  • To whom may a lawyer disclose confidence and when?
  • The lawyer’s role in the guardianship proceedings         
4:05 Adjourn



Jean G.  Ball, Jean Galloway Ball, P.L.C. / Fairfax
Raymond L. Clarke / Charlottesville
Ann McGee Green, Anderson, Desimone & Green, P.C. / Roanoke
Susan B. Hickman, Geddy, Harris, Franck & Hickman, L.L.P. / Williamsburg
Sandra L. Karison, Court Improvement Program / Richmond
Angela  Morehouse, The Morehouse Law Firm, P.L.L.C. / Manassas
Kimberley Ann Murphy, Hale Ball / Fairfax
Neal L. Walters, Scott Kroner, PLC / Charlottesville

Locations, Dates and Fees

(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$255.00 regular registration (without printed materials).
$285.00 regular registration plus printed materials.
$300.00 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program.


CHARLOTTESVILLE / Wednesday, November 9
The Virginia CLE® Building (Venue Website / Google Map)
105 Whitewood Road
(800) 979-8253

Click here if you wish to register three or more people from the same firm.
A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.

Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: You still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.


To receive access to the downloadable e-book materials BEFORE the seminar AND register for the lower fee, your registration must be received no later than 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar.  A link to the downloadable e-book materials will be e-mailed to you two business days before the seminar.  Once you download the materials, you can review them and print the portions you want to bring with you to the seminar.

After 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar, only the registration options that include printed materials will be available.

Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

Inclement Weather Policy and Updates.

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

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Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


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