Understanding the Audit Process for Conservators and Guardians Out of Stock
Co-Sponsored by the Trust & Estate Section of the Colorado Bar Association
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The Protective Proceedings Audit (PPA) Team at the State Court Administrator’s Office has audited almost half a billion dollars’ worth of Conservatorship and Guardianship Estates since its inception in 2012. Acting in conjunction with Protective Proceedings Monitors (PPM), the Auditors review and audit random cases and court referrals from across the state.
Hear from a State Court Auditor as he explains:
- How the audit process works
- The types of findings typically highlighted
- The basics of reviewing a Conservator’s Report
- And more!
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
Understanding the Audit Process for Conservators and Guardians
Presented by Adam Smith, JD, Protective Proceedings Auditor, State Court Administrator’s Office
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $75.00 USD
- Member Price $55.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits