We will review the protected proceeding
(PP) process. Tax preparation aspects will
be addressed.

We will review the protected proceeding (PP) process. Discussion will include 1) when is it appropriate to open a PP, 2) what information is required in a petition, 3) who is entitled to notice, 4) what are the guardian's &/or conservator's duties & responsibilities., and 5) how & when a PP terminates. Tax preparation aspects will be addressed. 

Attendance will be documented via "code words" spoken at intervals throughout the class, to be entered into the mandatory survey afterward..

COST

• OATC Members – FREE
• Guests - $40 ($20/credit hour) to receive a CE certificate.
  There are two ways you can handle the associated charge:
  • Safely and securely online via PayPal: 
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  • Better idea! Join OATC and get this and every other chapters' education for free, not to mention a significant discount on all OATC state-level education. You can take care of that at https://www.oatc-oregon.org/general/register_member_type.asp

Our Speaker

Sara Kearsley received her undergraduate degree from Pacific Univ. and graduated from the U of O School of Law in 2011. She has practiced in the areas of estate planning, estate administration and protected proceedings since 2012.Sara opened Forest Grove Law Group LLC with her partner in January 2024. She has two young adult children and a 6 year old dog named Thor who likes to come to work with her.