how is incapacitation determined with a power of attorney for health care

by Prof. Roscoe Rutherford Sr. 9 min read

Only someone appointed by the Court or appointed by you in a Durable Power of Attorney (“DPOA”) or Health Care Proxy (“HCP”) can make decisions for you in the event of incapacitation. Without a valid DPOA or HCP, someone would have to petition the court to have a guardian or conservator appointed on your behalf.

Full Answer

What happens if a person with power of attorney is incapacitated?

Jul 27, 2020 · A power of attorney is especially important in the event of incapacitation. Someone is considered legally incapacitated when their decision-making skills are either temporarily or permanently impaired due to injury, illness, or a disability.

What happens when you have power of attorney for health care?

Health care powers of attorney, however, are frequently effective immediately, especially if the principal is older or has a known medical condition. A durable health care power of attorney avoids the need to have a guardian appointed if you become incapacitated. States use a variety of different names for this document. Content also varies widely.

Can someone make decisions on my behalf without a power of attorney?

Jun 19, 2021 · A person’s incapacity to manage their own financial, property, legal and health care decisions is relevant to administering their living trust, powers of attorney, and advance health care directive...

How do you prove incapacitation on a POA form?

If you become incapacitated due to an injury or illness, who automatically becomes responsible for your finances and healthcare? It’s actually a trick question; the answer is no one. If you’re an adult, nobody — not even your spouse, your parent, or your child — can act on your behalf without first acquiring a court order.

What Are The Different Types of Power of Attorney?

There are three different kinds of power of attorney privileges: 1. General: A general power of attorney gives the designated person or entity the...

How Do I Create A Power of Attorney?

Most states offer simple forms to help you create a power of attorney for finances and legal documents. The document must be signed, witnessed and...

Who Can Grant Power of Attorney?

Anyone with the appropriate mental capacity can grant the power of attorney to another. The person granting the power of attorney is the "principal...

Can Power of Attorney Continue After incapacitation?

A power of attorney can only be created if the person granting the power of attorney understands what type of document they are signing. If the per...

Can The Power of Attorney Be Revoked?

The principal may not revoke the durable power of attorney after incapacitation. However, this is rarely an issue because legal incapacitation is m...

Should I Appoint A Power of Attorney When I Still Have Capacity?

Yes, you can only grant power of attorney when you have capacity or there will be no power of attorney to give. If the person has failed to appoint...

What is an incapacity to manage their own financial, property, legal and health care decisions?

A person’s incapacity to manage their own financial, property, legal and health care decisions is relevant to administering their living trust, powers of attorney, and advance health care directive upon incapacity.

What is incapacity in estate planning?

Estate planning documents will define the term incapacity for such estate planning instruments based on a person’s legal disability or health condition. Legal disabilities (prohibitions) occur due to a conservatorship or minority (under-age). The following mental and/or physical health inabilities are often used to determine incapacity: Inability ...

What is an incapacity certificate?

With powers of attorney and advance health care directives, the incapacity certificates are simply attached when providing the document to a third party (e .g., a bank ). That is, these documents are only effective with the certificates attached without any additional declaration by the agent.

What happens when a trustee is incapacitated?

Incapacity of a trustee (often the same person who established the trust) triggers the authority of a successor trustee to step-in. Some powers of attorney for finances, property and legal affairs (i.e., “springing powers of attorney”) and advance health care directives become effective upon the incapacity of the principal ...

What are the mental and physical inabilities?

The following mental and/or physical health inabilities are often used to determine incapacity: Inability to provide properly for one’s own needs for physical health, food, clothing, or shelter; or inability to manage substantially one’s own financial resources, or resist fraud or undue influence.

What is a durable power of attorney?

A durable power of attorney form appoints someone to make health care decisions for you. However, it does not eliminate the need for a living will or other advance directives. If you do not have a power of attorney, an advance directive will instruct your physician as to the degree of care that you desire. If you do have a power of attorney, an ...

How long is a power of attorney valid?

The health care power of attorney is only valid during your lifetime or until you revoke it . As long as you remain competent you can ...

Do power of attorney forms lay out treatment plans?

However, for a variety of reasons, many healthcare power of attorney forms do not lay out specific treatment plans. Thus, even if the person that asks you to be their healthcare power of attorney seems to have a plan, you should take the time to speak with them about their healthcare wishes.

What happens to a power of attorney?

Nothing happens with your power of attorney until you are determined to be unable to participate in medical decisions. Until that time, you retain all rights to make decisions for yourself. If family members disagree with you, your choices trump their thoughts until, and unless, the power of attorney for health care has been put into effect.

How many doctors do you need to sign a medical statement?

Most require the signature of two physicians to certify that the person is unable to participate in medical decisions, although some only require one. Some documents allow for one physician and one psychologist to sign that determination, and others allow a physician and a clinical social worker to sign the statement.

Why do doctors ask questions?

Some physicians simply talk with the person and ask them a few questions to assess their memory, judgment, and other cognitive abilities. They may give the person a couple of scenarios to see if they are able to understand more complex situations and make decisions.

Do people with Alzheimer's have power of attorney?

In the early stages of Alzheimer's disease, some people may still have intact judgment and decision-making abilities. Typically, as Alzheimer's progresses into the middle stages of disease, more power of attorney documents are put into effect. 2.

Can a power of attorney be revoked?

If you regain the ability to make or participate in medical decisions, the determination that put the power of attorney into effect can be revoked to allow you to make your own decisions. This is a protective measure meant to facilitate your right to make medical decisions to the greatest extent possible.

What happens if you are incapacitated?

If you haven’t made any plans for what happens in the event of an incapacitating illness or injury, then all the decisions regarding your life and your estate are left up to the court. Upon a finding of incapacitation by the Court, a guardian will be appointed to make decisions about your day-to-day life and, if necessary, a conservator will be appointed to deal with managing your finances. The Court will appoint someone as a “fiduciary” and that person is tasked with only looking out for your best interest. This could be a family member, friend, bank or a complete stranger. Whoever is appointed will have to be responsible for filing various documents with the Court and make decisions that you could have already decided if you had drafted a DPOA or HCP and appointed people to do these tasks – without Court intervention.

Who can legally declare you incapacitated?

The only person who can legally declare you incapacitated is a judge. Even though it might be obvious to people because you are in a coma, it can be less obvious if you suffer from a disease that can progressively get worse, like ALS or Alzheimer’s. While a doctor can certify that you are not competent, that doctor cannot decide who makes decisions on your behalf if you are found not to be competent. Only someone appointed by the Court or appointed by you in a Durable Power of Attorney (“DPOA”) or Health Care Proxy (“HCP”) can make decisions for you in the event of incapacitation.

What is a DPOA?

A DPOA allows you to appoint someone you trust, such as a relative or friend, to handle your day-to-day decisions. You must state that it is a durable power of attorney, so it takes effect without needing an official determination of incapacity. People who are appointed as your attorney-in-fact can access your bank accounts, settle claims on your behalf, pay bills, schedule appointments and sometimes even do estate planning. A DPOA can have appointments for guardians if one is needed. If you require admission to a nursing facility or administration of anti-psychotic medications, a guardianship may be needed even if there is a DPOA.

How can older adults reduce the chance of being inappropriately deemed incapacitated?

Older adults can reduce the chance of being inappropriately deemed “incapacitated” by making sure their general durable power of attorney includes language specifying how incapacity is to be determined. I would recommend language that helps the agent distinguish between temporary and permanent incapacity.

Why do power of attorney documents have no oversight?

Historically, most power of attorney documents have allowed the agent to have a lot of power to manage the principal’s finances and affairs, while requiring virtually no oversight. Most agents dutifully do their best on behalf of an incapacitated older person.

What is a POA agent?

Especially if the powers granted are broad — which they often are — a POA can enable the designated person (known as the “agent”) to step in and assist with finances, housing, safety, and anything else covered by the POA . A durable POA allows an agent to take action once the older person is “incapacitated.”.

What is a durable POA?

This means a general durable POA is a good way to plan for the possibility that an aging adult could become mentally impaired. Most power of attorney documents will not include safeguards to reduce the risk of financial exploitation, unless you specifically request them.

What is durable power of attorney?

A durable power of attorney document allows the agent to make decisions either right away, or when the principal is “incapacitated.”. In the documents I’ve reviewed, the principal usually has to specify whether the agent has authority immediately, or whether the authority should “spring” into action upon incapacity.

Do you need a durable power of attorney if you are incapacitated?

A durable power of attorney remains in effect even if the principal is incapacitated, so older adults should always use durable POAs when planning ahead for the future. (Remember: hope for the best, plan for the likely & quite possible.)

Can a POA be permanently impaired?

Capacity can be temporarily impaired or permanently impaired. POA forms usually don’t address this. It would be unfortunate for a person to permanently lose their rights, if later their capacity might improve. Most doctors are not trained to evaluate long-term capacity in older adults.

Who Decides If You Are Incapacitated In Illinois?

The Illinois Power of Attorney Act established the legal definition of incapacity for residents of Illinois:

Declaring Incapacitation

In addition, the Illinois Short Form Power of Attorney for Health Care allows you to legally choose someone to make health care decisions for you if you are unable to make them yourself, including declaring that you are incapacitated, provided that you create the power of attorney while you are still able to make decisions for yourself.