The Orange County Bar Association, Solo and Small Firm Committee met in Orlando today to discuss Basic Guardianships. I always enjoy a refresher course, so I attended. Wow! OK, so I knew most of this, but its nice to meet other attorneys for lunch and have an excuse to add a refresher to my Blog.
In Florida, any adult can file a Petition to Determine Incapacity against any other adult. This is coupled with a Petition to Appoint Guardian so the Alleged Incapacitated Person, or Proposed Ward, can be protected. But Protected from what?
As we age, our brains may not function correctly in all instances. Sometimes, Alzheimers, Dememtia, stroke or other disease may render one incapable of understanding the dangers of everyday living. When a person is incapacitated so they are a danger to themselves, the court can step in and remove some of their rights in order to protect them from self-inflicted harm. The harm may be physical in nature, or financial.
Many people try to take advantage of these normal aging processes and financially exploit seniors. Sometimes even family is guilty of exploitation. In fact, Many times the person being exploited is a close relation to the abuser. Financial exploitation IS ABUSE!
Once the Petition is filed, the court appoints a 3-person committee to evaluated the "Proposed Ward," or "Allegedly Incapacitate Person" to determine whether the AIP is competent to make life decisions. The 3 person "Examining Committee" includes two doctors and one layperson with experience in Elder Affairs. Llife decisions that may be impaired by the court include such major decisions as voting, marriage, living arrangements, donations to religious organizations, medications, surgeries. No less important are decisions involving who may visit the ward or where the ward may travel with visitors.
The Court also appoints an Attorney Ad Litem to represent the AIP or Proposed Ward. Sometimes the AIP has a longstanding relationship with an attorney who will represent him in the proceedings. Either way, the Proposed Ward is protected so that rights are only removed to the most limited extent necessary to protect the Ward. Often the Proposed Ward will have completed a Durable Power of Attorney that obviates the need of a Guardianship proceeding; a Preneed Guardianship is also available to help lower the cost of eventual Guardianship Proceedings.
If you have a Power of Attorney, it must be Durable in order to continue operation once a person is found to be incapacitated or what we think of as incompetent. If you thought everything was honky dorey, then watch out! Powers of Attorney come in many shapes and sizes and can even be purchased at Home Depot, Lowes, OfficeMax, Target and Walmart. They are NOT all the same. They are Legal Documents that include required formalities in the signing. I have had more than one client who brought a "Durable Power of Attorney" that was improper and ineffective. People have signed in the wrong space, forgotten to notarize signatures, "checked" the wrong box, and even paid an attorney for a "Durable" power of attorney which expired at incapacity. Please seek help in evaluating your needs.
If you have read this far, you may wonder what all these protections cost. A Durable Power of Attorney is certainly the least expensive.
Guardianships may cost between $1,500 minimum and several tens of thousands when competing interests are active in contesting the Guardianship. The filing fees alone are more than $600. Payment for the Examining Committee (between $850 and $1,500) and Attorney Ad Litem (between $500 and $5,000) make the process appear expensive to some. When you consider that a person is potentially losing their rights as a citizen, you may better understand the expense. Obviously your selection of an attorney is one critical factor in controlling these costs and making the necessary legal filings as efficient as possible.
When you have questions about the competence of your parents or elderly neighbors, Call me at 407-645-3297 or visit my website at www.aubreylaw.com
I look forward to hearing from you.
In Florida, any adult can file a Petition to Determine Incapacity against any other adult. This is coupled with a Petition to Appoint Guardian so the Alleged Incapacitated Person, or Proposed Ward, can be protected. But Protected from what?
As we age, our brains may not function correctly in all instances. Sometimes, Alzheimers, Dememtia, stroke or other disease may render one incapable of understanding the dangers of everyday living. When a person is incapacitated so they are a danger to themselves, the court can step in and remove some of their rights in order to protect them from self-inflicted harm. The harm may be physical in nature, or financial.
Many people try to take advantage of these normal aging processes and financially exploit seniors. Sometimes even family is guilty of exploitation. In fact, Many times the person being exploited is a close relation to the abuser. Financial exploitation IS ABUSE!
Once the Petition is filed, the court appoints a 3-person committee to evaluated the "Proposed Ward," or "Allegedly Incapacitate Person" to determine whether the AIP is competent to make life decisions. The 3 person "Examining Committee" includes two doctors and one layperson with experience in Elder Affairs. Llife decisions that may be impaired by the court include such major decisions as voting, marriage, living arrangements, donations to religious organizations, medications, surgeries. No less important are decisions involving who may visit the ward or where the ward may travel with visitors.
The Court also appoints an Attorney Ad Litem to represent the AIP or Proposed Ward. Sometimes the AIP has a longstanding relationship with an attorney who will represent him in the proceedings. Either way, the Proposed Ward is protected so that rights are only removed to the most limited extent necessary to protect the Ward. Often the Proposed Ward will have completed a Durable Power of Attorney that obviates the need of a Guardianship proceeding; a Preneed Guardianship is also available to help lower the cost of eventual Guardianship Proceedings.
If you have a Power of Attorney, it must be Durable in order to continue operation once a person is found to be incapacitated or what we think of as incompetent. If you thought everything was honky dorey, then watch out! Powers of Attorney come in many shapes and sizes and can even be purchased at Home Depot, Lowes, OfficeMax, Target and Walmart. They are NOT all the same. They are Legal Documents that include required formalities in the signing. I have had more than one client who brought a "Durable Power of Attorney" that was improper and ineffective. People have signed in the wrong space, forgotten to notarize signatures, "checked" the wrong box, and even paid an attorney for a "Durable" power of attorney which expired at incapacity. Please seek help in evaluating your needs.
If you have read this far, you may wonder what all these protections cost. A Durable Power of Attorney is certainly the least expensive.
Guardianships may cost between $1,500 minimum and several tens of thousands when competing interests are active in contesting the Guardianship. The filing fees alone are more than $600. Payment for the Examining Committee (between $850 and $1,500) and Attorney Ad Litem (between $500 and $5,000) make the process appear expensive to some. When you consider that a person is potentially losing their rights as a citizen, you may better understand the expense. Obviously your selection of an attorney is one critical factor in controlling these costs and making the necessary legal filings as efficient as possible.
When you have questions about the competence of your parents or elderly neighbors, Call me at 407-645-3297 or visit my website at www.aubreylaw.com
I look forward to hearing from you.
