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Once a person becomes a guardian, they should be aware of their responsibilities. Since the ward loses significant rights, guardians must promote their autonomy to the fullest possible extent. Guardians must make decisions, such as moving the ward across states, in the ward’s best interests.
There are several types of guardianship. An adult may require assistance across domains or may only need help in certain areas. In a plenary or total guardianship, a person may have more responsibilities than in a limited guardianship, in which the ward retains more rights.
In guardianships of the estate, or conservatorships, responsible individuals handle money for others.
Guardianships of the person support personal affairs, such as education, housing, and health care.
Plenary guardianships provide total assistance.
In limited guardianships, the substitute decision-maker only helps with particular decisions. A court may order a limited guardianship when an adult’s incapacity may only affect certain decisions. It is the least restrictive arrangement.
In many cases, those subject to guardianship no longer have significant rights, which can vary depending on how restrictive the guardianship is. In some circumstances, lost rights include:
Voting
Marriage
Choosing where to live
Providing medical consent
Deciding whether to extend their lives or die naturally
Holding a driver’s license
Controlling, buying, or selling property
Owning a firearm or weapon
Entering into contracts, such as leases
Making decisions for those who cannot, guardians must act in the best interests of their charges and fully support their independence. Depending on the terms of the order, responsibilities include arranging appropriate housing, education, and access to medical care. States can also require guardians to take classes.
Although the guardian’s controls can extend across many domains of the ward’s life, the guardian’s power stems from the court. Individuals exercising authority may face sanctions if the court has not approved a particular action.
Many guardianship orders allow a competent adult to manage the finances of an incapacitated individual’s — to purchase food and pay bills, for example. In many cases, however, the court does not give custodians complete powers.
A guardian may lack the power to sell the adult’s property, such as a home. To do so, the guardian would need special permission.
Caregivers also typically cannot reimburse themselves from the funds of the person with a disability without special permission from the judicial authority.
Protectors must file a yearly report. Depending on the guardianship type, this document may update the court on factors such as the following:
how the adult with a disability is doing
where they currently live
their financial status
It is crucial that guardians remember to keep good records and submit the report each year. Otherwise, they could face judicial reprimand and removal.
Sometimes, the responsible person may wish to transfer the ward to another state to receive care. Moving must not simply constitute a matter of convenience for the caregiver, but must fulfill the ward’s best interests. The custodian must have reasonable and adequate plans for the ward’s care in the new location.
Before the majority of states adopted the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (UAGPPJA), transferring guardianships was complex. Since state laws govern guardianships, each state had its own rules. Streamlining the process, the Act makes moving those under guardianship easier by honoring the rulings of other jurisdictions. According to Special Needs Alliance, 45 states have enacted the UAGPPJA.
Similar to when an individual petitions for guardianship, they must ask the court to transfer the guardianship to a new jurisdiction and give notice of the move to all interested parties. If a person disputes the relocation, the court holds an evidentiary hearing to determine if moving aligns with the ward’s best interests.
When protectors fail to uphold their duties, the court may strip them of their authority and appoint another guardian. Grounds for removal include:
physical abuse
emotional abuse
financial abuse
failure to meet procedural standards, such as neglecting to file the annual report
Capacity can fluctuate over time. In some cases, incapacitated people regain the ability to make decisions. Other times, a ward may dispute guardianship. When a person wishes to end a guardianship, they can ask the court to terminate it.
Since wards sometimes face bias in legal proceedings, ending a guardianship can be challenging. Although individuals can represent themselves pro se, or without an attorney, a special needs attorney can help those subject to guardianship restore their rights.
Speak to a special needs planner near you to learn more about transferring or ending guardianship of an adult child with a disability.
Legal Guardianship of an Adult: Becoming a Guardian
What Are the Ward’s Rights in a Guardianship?
Attorneys Can Help Prevent Bias in Guardianship Proceedings
How Legal Counsel Can Benefit Ward in Proposed Guardianship
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This article is a service of Sharek Law Office, LLC. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life and Legacy Planning Session, during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life and Legacy Planning Session and mention this article to find out how to get this $750 session at no charge. Please note this is educational content only and is not intended to act as legal advice.
When someone you love needs extra care, it's time to think about a nursing home. This can be a tough decision, but there are ways to make it easier. Let's look at how to pick a good nursing home that will take great care of your family member.Location and BuildingThe first thing to think about is where the nursing home is. It's best if it's close to you so you can visit often. When you go to see the nursing home, look around carefully. Is it clean? Does it look nice outside? Are there places where your loved one can go outside for fresh air?Look at the rooms too. Make sure you see all kinds of rooms, not just the fancy ones. Ask yourself if the rooms feel cozy or if they look too much like a hospital.Staff and CareThe people who work at the nursing home are very important. You want to make sure there are enough workers to take care of everyone. Ask how many nurses and helpers there are for each patient. Also, find out if the same people work there for a long time. If workers stay at their jobs, it usually means they like working there.It's also good to ask how the workers are trained. Do they know how to help older people with different health problems? Make sure they know how to take care of your loved one's special needs.Daily LifeA good nursing home should help your loved one have a nice day every day. Ask about what kind of activities they have. Is it just bingo and movies, or do they have other fun things to do? Can your loved one go on trips outside the nursing home?Food is important too. Ask about the meals and snacks. Can your loved one eat whenever they want, or are there set meal times? Try to taste the food if you can.Some nursing homes let people help out with small jobs if they want to. This can make your loved one feel useful and happy. Ask if they have chances to do things like help deliver mail or read to other people.Respect and ChoicesIt's important that your loved one is treated with respect. They should be able to make some choices about their day. Can they decide when to wake up or what to wear? Can they eat in their room if they want to? Make sure the nursing home respects your loved one's likes and dislikes.Visitors and FamilyCheck the rules about visitors. Can you come anytime, or are there special visiting hours? It's good if you can visit often. Also, ask if your loved one can make video calls to family and friends.Money MattersNursing homes can be expensive. Many people think Medicare will pay for everything, but that's not always true. Medicare only pays for some types of care, and only for a short time. You might need to pay for some of the care yourself.Ask the nursing home how much it costs and what kinds of payment they accept. Some places might help you make a plan to pay over time.Keep Asking QuestionsEven after you choose a nursing home, keep asking questions and staying involved. Visit often and pay attention to how your loved one is doing. If you see anything that worries you, talk to the people in charge.Remember, the most important thing is to find a place where your loved one will be safe, happy, and well cared for. By asking lots of questions and looking carefully at different nursing homes, you can find the best place for your family member.
As we age, having all our legal ducks in a row becomes increasingly important before anything happens; for example, having a written will. But what is the best way to ensure others can safeguard your loved ones affairs if they cannot? Two common solutions are guardianship and power of attorney. A guardianship involves court-appointed authority over an incapacitated persons affairs, with broader and ongoing responsibilities and oversight. The power of attorney allows a competent person to give another person broad authority over their senior care options and other affairs without court involvement. When weighing guardianship vs power of attorney, it is essential to understand the differences and similarities between them. This article provides a broad overview; please consult an elder law attorney for your specific scenario. What is Guardianship? A guardianship is a legal arrangement in which a court appoints someone to make decisions for another person. This occurs only when a person becomes incapacitated due to disability, age, or another form of incapacity. The purpose of guardianship is to protect the best interests of the person, who then is considered a ward. Guardianship proceedings are held in court, and the guardian is appointed to serve the wards needs. Not all guardianships are the same. Like powers of attorney, there are several types, including: Guardian of the person: This person makes all decisions on behalf of the ward, including living arrangements, health decisions, and financial decisions. Guardian of the estate: Also known as a conservator, this person handles all financial decisions on behalf of the ward, including property, income, and expenses. Plenary guardian: The appointee handles daily and financial business for the ward. Limited guardianship: This person handles a specific area of responsibility for the ward. Guardianship is often a last resort when other less restrictive options are insufficient to protect an individuals interests. It is a significant legal responsibility, with the guardian expected to act with the highest level of integrity and care.What is a Power of Attorney? A power of attorney, or POA, allows a person to act in another persons stead. Depending on the scope of a power of attorney, the person named may be able to make health, financial, and any other decisions as per the termsThere are several types of powers of attorney, includingGeneral power of attorney: Allows the appointee numerous powers depending on the terms of the POA. Special or limited power of attorney: Has a specific purpose and is often used for property transfers or sales. Durable power of attorney: Designed to extend automatically should the maker become incapacitated. The terms of these POAs are generally broad. Nondurable power of attorney: Expires immediately if the maker becomes incapacitated. Springing power of attorney: Takes effect upon a specific event, such as when the maker of the POA becomes incapacitated. It is important to remember that the maker may revoke any power of attorney at any time, although some may have a time limit. Additionally, all POAs expire when the maker of the agreement dies. What is Incapacity for Guardianship Purposes? A guardian may be appointed when a person cannot manage their activities of daily living, such as personal care, property, or finances. A guardianship may occur when the subject of the guardianship petition is a minor or is suffering from a mental illness, physical incapacitation, or a senior with declining cognitive abilitiesSomeone who wants to seek guardianship must file a petition with the court. If approved, the guardian must agree to court oversight throughout the guardianship. The guardian must also demonstrate that the allegedly incapacitated person cannot manage his or her own financial matters, legal affairs, or personal careDoes a Durable Power of Attorney Help Prevent Guardianship? A durable power of attorney is a legal document you can use as a proactive measure. It can prevent the need for guardianship, assuming the person could execute the power of attorney before becoming incapacitated. In some cases, a power of attorney may only cover the principals financial affairs, while in other cases, it can help avoid guardianship proceedingsKeep in mind that the person executing a durable power of attorney can designate a trusted individual to make decisions on his or her behalf should the person become incapacitated. Powers of attorney may allow the person appointed to make health, legal, and financial decisions on behalf of the principal.Advantages and Disadvantages of Guardianship One of the most significant disadvantages of guardianship is a loss of autonomy. Wards may lose the right to make many personal decisions, including where to live. You must weigh the advantages and disadvantages of guardianship carefully to ensure the ward retains dignityAnother disadvantage is loss of privacy since guardianship proceedings are often a matter of public record. While there can be potential for abuse of authority, guardianships are complicated. There are reporting requirements and numerous legal steps that one must completeSome of the advantages of guardianship include ensuring the well-being and safety of the ward. Additionally, this step can help prevent financial exploitation because a trusted person manages finances on behalf of the ward rather than another entity or the state assuming control.Guardians also serve as advocates for their wards, ensuring they receive proper medical care, educational opportunities, and other essential services. The guardian is also regularly present in the wards life, providing stability and more predictable outcomes.Deciding Between Guardianship and Power of Attorney A guardianship proceeding can be complex and difficult under the best of circumstances and should only be implemented when there is no better alternative. You can often avoid seeking guardianship through the courts by creating a power of attorney as a piece of an overall estate plan. Every family is different but ensuring your family members physical and emotional well-being is essential to us all. How CarePatrol Can Help If your loved one needs senior care solutions, whether assisted living, nursing home, or another type of senior living environment, CarePatrol is here to help. Our local senior care advisors will meet with you to help you navigate the best senior care options for your loved one and even take you on personalized tours of the top three communities. The best part is that our service is provided at no cost to you. Contact a local senior living care near you to get started.
Whether you're traveling from across the street or across the country, holiday gatherings provide an excellent opportunity to assess the well-being of your aging family members. These festive occasions, filled with dinners, gift exchanges, and parties, offer a natural setting to observe any changes in behavior or lifestyle that may have occurred since your last visit.Changes in an elderly relative's condition can range from obvious to subtle. To help you gauge their current physical and mental state, we've compiled a comprehensive list of areas to observe and questions to consider during your time together.EnvironmentThe condition of your loved one's living space can offer valuable insights into their ability to maintain their home and overall well-being. Look for the following:Signs of damage or disrepair in and around the houseAccumulation of trash or clutterBurned-out light bulbs left unchangedDecline in cleanliness, particularly in the kitchen and bathroomUnopened mail piling upItems stored in unusual or potentially hazardous locationsDamage to their vehicle, such as unexplained scratches or dentsThese observations can indicate difficulties with home maintenance, mobility, or cognitive function.Food and NutritionProper nutrition is crucial for seniors. During your visit, pay attention to:The quantity and quality of food in the refrigerator and pantryPresence of expired or spoiled food itemsSigns of weight loss or malnutritionIndications that meals are being skipped or forgottenPoor nutrition can significantly impact an elderly person's health and may signal the need for additional support.Mood and BehaviorChanges in mood or behavior can be early indicators of cognitive decline or other health issues. Watch for:Withdrawal from social activities or abandonment of once-enjoyed hobbiesNew friendships or organizational affiliations, especially those involving frequent contact or requests for donationsIncreased confusion or repetition in conversationsSigns of irritability, apathy, or sadnessGeneral withdrawal or changes in typical demeanorThese behavioral shifts may warrant further investigation or professional assessment.Personal HygienePersonal care habits can provide valuable clues about an individual's physical and mental state. Look for:Decline in overall grooming and appearanceWearing dirty clothes or not changing clothes regularlySkipping showers or bathsBruises or injuries that might indicate falls or accidentsPoor hygiene can be a sign of physical limitations, depression, or cognitive impairment.Financial ManagementWhile not always easy to observe, changes in financial management can be crucial indicators of cognitive decline or potential exploitation. If possible, discreetly assess:Bill payment habits and any signs of financial distressUnusual or large purchasesUnfamiliar names on financial documentsSudden changes in banking habits or account managementFinancial mismanagement can have serious consequences and may require prompt intervention.Medication ManagementFor seniors taking multiple medications, proper management is essential. Observe:Organization of medicationsPresence of expired prescriptionsSigns of missed doses or confusion about medication schedulesMedication errors can lead to serious health complications and may indicate the need for additional support.Social ConnectionsMaintaining social connections is vital for seniors' mental and emotional well-being. Take note of:Frequency and quality of interactions with friends and neighborsParticipation in community activities or religious servicesUse of technology to stay connected with family and friendsSocial isolation can contribute to depression and cognitive decline in older adults.Remember, this list is not exhaustive but serves as a guide to help you check in on your aging loved ones. By observing these areas and initiating conversations early, you can identify potential issues and provide timely support. If you notice concerning changes, consider consulting with healthcare professionals or senior care experts for guidance.The holiday season offers a wonderful opportunity to spend quality time with your elderly relatives. Use this time to observe, listen, and engage meaningfully. Your attentiveness can make a significant difference in ensuring their continued well-being and quality of life.Aging Life Care Managers are an excellent resource for support. Working with families, an Aging Life Care Manager is a strategic planner offering options and solutions that best fit a persons individual needs and resources. Their guidance leads families to the actions and decisions that ensure quality care and an optimal life for those they love, thus reducing worry, stress, and time away from work for family caregivers.
Our Firm Prepares You for Life What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldnt want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that youve made the right choices, and handled everything so that you arent leaving behind a mess, when something happens. That is our focus as well. Weve developed unique systems to give you the same access to a Personal Family Lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if youve already worked with a traditional lawyer or created documents online. Our Team Is Here for You We encourage communication with our clients. In fact, weve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises. We have a whole team to serve you. When you call our office to ask your quick question, you wont have to wait hours or days for a phone call back. Youll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth. And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime. We have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death. Weve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I dont know why and I dont know when, but when you do, you will be grateful you can call on us and well be here to advise you or get you out of a jam. We Help You Transfer Your Life and Legacy Lastly, we believe your financial wealth is only a small part of your overall Life and Legacy Planning which is made up of your far more valuable and most often lost upon incapacity or death intellectual, spiritual and human assets. These assets are what make you who you are, and sum up whats most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets. Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. Its just not a priority, until its too late. How much do you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little. Thats why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience the truly valuable assets your loved ones care about the most. Weve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I cant go into all of the details here, but well definitely talk about it when you come in for your Life and Legacy Planning Session.