how to prepare guardianship papers for my mother with dementia without an attorney in ny

by Prof. Janiya Lakin 7 min read

You will need a sworn statement/affidavit from her doctor confirming the diagnosis of dementia but also stating the doctor's opinion as to whether she can manage her own affairs (do this first before finding a lawyer- it will be needed no matter who you hire).

Full Answer

When do you need guardianship of a parent with dementia?

Aug 09, 2016 · Take the conservatorship court papers to the Social Security Administration and apply to serve as their representative payee. Take similar action for any other income they receive. Notify their broker and mutual funds if they own financial assets. You must make certain they get the best medical care available, and comply with a doctor’s orders.

How do I apply for guardianship of an elderly person?

Guardianship also can be required when a person with Alzheimer’s or dementia is no longer able to legally sign power of attorney documents due to mental incapacitation. Guardianship gives you the legal right to make decisions for a parent or loved one with Alzheimer’s or dementia. Guardianship is obtained through a court proceeding and ...

When is guardianship of a loved one necessary?

Jun 07, 2009 · The guardian cannot sell, lease, mortgage or use as security the ward's land, house, car, furniture or any other property without a Court order. The guardian will also need the Court's permission to operate an ongoing business of the ward's. Seeking permission from the Court commences with filing a petition in the Circuit Clerk's Office.

How can legal documents help with dementia?

Jane cares for her mother who has dementia in their home in Texas. A Texas court has appointed Jane as her mother’s legal guardian. Unfortunately, Jane’s husband loses his job, and Jane and her family move to Missouri. guardianship decision to Missouri, but she is told by the court she must refile for guardianship under Missouri law

How do I file for guardianship in NY?

A guardianship case can be started by filing paperwork called "Petition for Appointment of Guardian" in the county where the child lives. This paper work can be filed in either Surrogate's Court or the Family Court. Both Surrogate's Court and Family Court can appoint a guardian of the person for a child.Oct 27, 2014

Can you get guardianship for someone with dementia?

Guardianship/conservatorship Guardianship is generally considered when a person with dementia is no longer able to provide for his or her own care and either the family is unable to agree upon the type of care needed or there is no family. Acquiring guardianship takes time.

How do I get guardianship of a parent in NY?

To obtain guardianship of a child, a person must file a petition in court. A petition is a legal form that allows a person to ask the court for something. Any person 18 years old or older can file a petition in court to become a guardian.

Who can make a guardianship application?

In most cases, a family member or a friend applies to become a person's Guardian. Alternatively, someone acting in a professional capacity such as a solicitor or accountant can apply. The Local Authority can be appointed where there is no one else to be a Guardian.

Is a person with dementia considered incompetent?

Typically, as long as dementia is minor or nonexistent, a person in the beginning stages of a dementia-causing disorder will be deemed mentally competent in the eyes of the law.May 17, 2021

Can you get power of attorney after dementia diagnosis?

In general, a person with dementia can sign a power of attorney designation if they have the capacity to understand what the document is, what it does, and what they are approving. Most seniors living with early stage dementia are able to make this designation.

How do you become an elder guardian?

Caring for senior citizens is a way to honor them. To become a guardian, you'll need to file documents with the clerk of the Superior Court in the protected person's county of residence. The court will hold a hearing to see if the person (the ward) actually needs a guardian.

How do I terminate my guardianship in NY?

In general, ending guardianship can be accomplished by filing a Petition with the Court asking for either discharge, or termination. If you are the Guardian, then you can file a Petition for Discharge or Termination.Mar 4, 2021

How do I get guardianship in NJ?

To establish guardianship for an incapacitated adult (over age of 18), a verified complaint must be filed with the Surrogate's Court in the county where the alleged incapacitated person resides.

How long does it take to get guardianship?

Once in court it will depend on many factors what the procedure will be, not least of which is whether the application is opposed. At best, without any unforeseen delays, it can take from three to six months before a Guardian has full authority to act.

What is a guardianship order?

A guardianship order allows someone to make ongoing decisions on behalf of an adult with incapacity, like: paying bills. dealing with bank accounts. making decisions about care and personal welfare matters.Jun 5, 2020

What is special guardianship order?

Special Guardianship is an order made by the Family Court that places a child or young person to live with someone other than their parent(s) on a long-term basis. The person(s) with whom a child is placed will become the child's Special Guardian.May 10, 2019

What is a guardian for a child with Alzheimer's?

Guardians have the same sort of authority a parent has over minor child. With guardianship, families can assure that their loved ones who is mentally incapacitated due to Alzheimer’s disease and other types of dementia are: in a safe and dignified living situation. free from financial exploitation.

What is the legal right to make decisions for a parent with Alzheimer's?

Guardianship gives you the legal right to make decisions for a parent or loved one with Alzheimer’s or dementia. Guardianship is obtained through a court proceeding and granted by a judge. When Guardianship is Required. The elderly parent who lives alone in an unsafe condition but who refuses assistance is an archetypal character in the world ...

What is an elderly parent who lives alone in an unsafe condition but refuses assistance?

The elderly parent who lives alone in an unsafe condition but who refuses assistance is an archetypal character in the world of the senior advocacy. For instance, imagine a senior named Elda who has Alzheimer’s disease: Elda’s grown children became concerned because she’s living alone with Advanced Alzheimer’s.

Can a court psychologist determine if someone has Alzheimer's?

A court psychologist will have typically made that determination before the hearing, although the petition can present additional evidence at the hearing.

Can caregivers with Alzheimer's be dangerous?

But if it’s coupled with a tendency to stubbornly refuse assistance or care, it can be dangerous.

What is Jane's mother's guardian?

Jane cares for her mother who has dementia in their home in Texas. A Texas court has appointed Jane as her mother’s legal guardian. Unfortunately, Jane’s husband loses his job, and Jane and her family move to Missouri. Neither Texas nor Missouri have enacted UAGPPJA. Upon arriving in Missouri, Jane attempts to transfer her Texas guardianship decision to Missouri, but she is told by the court she must refile for guardianship under Missouri law because Missouri does not recognize adult guardianship rights made in other states. This duplication of effort burdens families both financially and emotionally

What happens to Sarah in Utah?

Sarah, an elderly woman living in Utah, falls and breaks her hip. She and her family decide it is best that she recover from her injuries at her daughter’s home in Colorado. During Sarah’s stay in Colorado, her daughter, Lisa, realizes her mother’s cognition is impaired, and she is no longer capable of making independent decisions. Lisa decides to petition for guardianship in Colorado. Thankfully, both Colorado and Utah have adopted UAGPPJA, and the Colorado court can easily communicate with the Utah court. Following the rules established in UAGPPJA, the Colorado court asks the Utah court if any petitions for guardianship for Sarah have been filed in Utah. The Utah court determines that no outstanding petitions exist and informs Colorado that it may take jurisdiction in the case. Thus, although Utah is Sarah’s home state, Colorado may make the guardianship determination.

What is the best way to make financial decisions when you become incapacitated?

Two common alternatives are: Power of Attorney This grants a person the right to make financial decisions for you when you become incapacitated. This is usually done by the elderly person when they’re putting their estate planning documents together.

Do you have to notify your family of a petition of guardianship?

You will also have to notify any family members or anyone else with the legal right to know about the petition of guardianship. The family members you have to notify are laid out in the estate code, but it also depends on which family members are still living and can easily be contacted. 4.

Can you file for guardianship in probate court?

If possible, you want to have the medical examination before you file the application, but if the elderly person refuses then you can always ask the court to order one later.

Is guardianship less expensive than guardianship?

They are less costly than the guardianship process and they can be used by the elderly person to have more control over who takes care of them. These are by no means the only less restrictive alternatives to guardianship as there are a variety of supports and services that may be beneficial to your loved one.

What to do if your loved one doesn't have a valid estate?

If your loved one doesn't have valid estate documents, take the time to educate them about the need for these documents and, if they are amenable, help make arrangements to have the documents prepared.

What is a Durable Power of Attorney for Finance?

A Durable Power of Attorney for Finance allows your loved one to appoint someone to manage their finances if they become incapacitated — mentally or physically — to the point they can no longer handle those issues themselves. If your loved one becomes unable to manage their financial affairs and they have not prepared a Durable Power of Attorney for Finance, a Court proceeding is probably inescapable. You, a close relative, or companion will have to ask a Court for authority over at least some of their financial affairs. Please see: 5 Financial Steps for Dementia Caregivers

What does an attorney in fact do?

operate small business. The attorney-in-fact is obligated to act in the incapacitated person's best interests, maintain accurate records, keep their property separate from the incapacitated person's, and avoid conflicts of interest.

How does a living trust work?

A Living Trust, like a Will, is a method by which an individual can designate the distribution of the assets they have at the time of death. Unlike a Will, however, a Living Trust becomes effective as soon as it's executed. This is a very important distinction between the two documents, as it allows for management of the assets held in the Living Trust while the person is still alive, but has become mentally incapacitated to the point they cannot manage their own affairs. Confirmation of incapacity by the person's physician is usually required.

What happens if a person passes away without a will?

If your loved one passes away without having prepared a Will or Living Trust, the estate will be distributed according to the laws of intestate. Simply put, this means the estate will pass to their next of kin, which may not be what was intended or desired. Intestate laws are state-dependent.

Why is mental competence important?

It is therefore important for your loved one to document their wishes regarding the distribution of the estate while they are still mentally capable of doing so.

What is a DNR in a medical document?

This is sometimes referred to as a "Do Not Resuscitate" clause or "DNR.". The documents also permit your loved one to name a trusted person to make medical decisions for them if they are unable to communicate on their own. The person named to make these decisions is usually called an agent or an attorney-in-fact.

What is the difference between a conservatorship and a guardianship?

A conservatorship is when the court appoints a person (the conservator) to have control over a person’s (or ward’s) finances. A guardianship is when a person (the guardian) is appointed by a court to have control over the care, comfort, and maintenance of another person.

What to do if you don't have a power of attorney?

One option is to have an open, honest discussion with the person. Emphasize the importance of having a financial or health care power of attorney and the negative consequences of not having any powers of attorney in place.

How old do you have to be to have a will?

Mentally competent persons of at least 18 years of age should have a will, financial power of attorney, and health care power of attorney in place. It’s also a good idea to consider completing a living will.

Can you sign a power of attorney for dementia?

If you’re caring for someone with dementia, you may face a legal catch-22 you hadn’t anticipated: they can’t – or won’t – sign a power of attorney. That’s the legal document that allows someone else to make critical medical and financial decisions on their behalf when they’re not able to.

What is the purpose of legal documents for dementia?

Legal documents help ensure that the wishes of the person with dementia are followed as the disease progresses and make it possible for others to make decisions on behalf of the person when he or she no longer can.

What is a conservator appointed by?

A guardian or conservator is appointed by a court to make decisions about a person’s care and property. Guardianship is generally considered when a person with dementia is no longer able to provide for his or her own care and either the family is unable to agree upon the type of care needed or there is no family.

Can a couple not be legally recognized?

Couples who are not in legally recognized relationships are especially vulnerable to limitations in making decisions for each other, and may be unable to obtain information about a partner’s health status if legal documents are not completed. Make sure you understand your state’s laws.

Should a person with dementia take part in legal planning?

As long as the person with dementia has legal capacity (the ability to understand and appreciate the consequences of his or her actions) he or she should take part in legal planning.

Forms

Note: The following forms are sufficient for the matters that are covered by them. So long as the substance is expressed without prolixity, the forms may be varied to meet the facts of a particular case. The forms are not intended to be part of the rules and are provided for convenience only.

Resources

Guardianship resources may be found on Florida's Working Interdisciplinary Network of Guardianship Stakeholders (WINGS) website.