Conservator Training Class

The Denver Probate Court offers free training classes for conservators. All conservators are welcome. Conservators who attend the training will receive a certificate of attendance, a copy of which will be kept in their case file.
  
Lucy Murray, a Certified Public Accountant and Court Volunteer, conducts the training and other Denver Probate Court staff are available after the training to answer questions.

Next Scheduled Conservatorship Training

November 10, 2009

Time: 2:30 to 3:30 pm, followed by an optional question and answer session from 3:30 to 4:00 pm
Location: 1437 Bannock St., Room 232, Denver, CO 80202

The goal of the training is to help conservators set up a system to manage the finances of a protected person and perform the required annual reporting in an efficient and effective manner.  Not only will the training be informative and helpful to conservators, it will also offer conservators a unique opportunity to meet other conservators and exchange ideas.  

The last training session held included an interesting discussion of the following key points:

• The advisability to pay for all expenses for the conservatorship through a central checking account
• The need to maintain all records for the duration of the conservatorship because the Court and Interested Persons can request documentation at any time
• How to prepare the Conservator’s Inventory and Financial Plan (JDF 882), and when an amended Financial Plan should be filed with the Court
• How to determine if the remaining assets in the estate are sufficient to provide for the present and future care of the Protected Person
• Common questions and issues when completing the annual Conservator’s Report (JDF 885)
•  When a conservator must file the IRS Form 1099-MISC to report payments made for services provided to the estate
• How to determine if the amounts paid for professional services are reasonable

We strongly encourage new conservators to attend, as well as conservators who have an upcoming report due.

If you plan to attend, please notify Lucy Murray at lucy.murray@judicial.state.co.us or
720-865-8338.