Guardianship

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This introductory video in the Level Up Your Knowledge series explains the basics of guardianship for NICA families, highlighting its importance when a child with special needs turns 18. It covers how guardianship allows parents to continue making vital decisions, like medical and financial choices, on behalf of their adult children.

FAQ

Imagine if you were no longer able to have a say in all your child’s care and services. What if a physician or nurse wouldn’t talk to you about your child’s health care? What if you couldn’t go to meetings about your child’s educational services? What if you couldn’t make financial decisions about your child?

That and more could happen at age 18 if you don’t become your child’s guardian.

That’s why it’s important to learn about guardianship—and start preparing early!

What is guardianship?

In Florida, if an adult can no longer make their own decisions due to an illness or disability, a special legal process called a guardianship can take place. This allows an individual (guardian) to make legal, financial, and health decisions for an incapacitated person.

guardian is someone (or something, like a company) a judge chooses to make decisions for a person who can’t make their own. This person is officially called a ward. The guardian acts on behalf of the ward, whether it’s making personal choices for them or managing their money and belongings.

In the legal world, an incapacitated person is someone a court has officially decided can’t handle their own affairs. This might mean they’re unable to manage their money and belongings, or they can’t make decisions about their own health and safety. You might also hear this person called a ward.

Everyone is presumed to have capacity upon their 18th birthday. This means your child is presumed to be able to make their own medical, legal, social, and monetary decisions. As a result, even as the parent, you no longer have the legal authority to make these decisions for them. Without legal authority to make decisions, medical providers, banks, and any other service providers can refuse to allow you to make decisions on their behalf.

Once your child turns 18, if you are not your child’s guardian, you may not be able to make—or even be involved in—important decisions for your child. Since your child’s abilities, the type of decision, and other laws and processes for decision making will have an effect, there may be different impacts in different situations. But without a guardianship, you increase the risk that decision making about your child’s health and well being does not include you. You also increase the risk that decisions made may not be what you believe is best for your child.  

  • You may not be able to be in IEP meetings.
  • Healthcare providers may not share medical information with you.
  • Your child may make his or her own health care choices.
  • You may not be able to manage your child’s finances.
  • Your child could get to decide where to live.
  • Someone else could petition to become your child’s guardian.

In Florida, the guardianship for a disabled child can start when the child is 17 years and 6 months old. This allows ample time to complete the necessary procedures, like consulting a lawyer, preparing documents, etc., before the child turns 18 and legally becomes a “competent” adult.

To begin a guardianship case, the person asking for it (called the petitioner) must be an adult (18 or older). They need to explain to the court why they believe someone can no longer make their own decisions.

In Florida, almost any adult resident can be a guardian, whether they’re a family member or not. However, there are some important exceptions:

  • No Felonies: If someone has been convicted of a felony, they can’t be a guardian.
  • Capable of Duties: A guardian must be able to handle the responsibilities that come with the role. If they’re not up to the task, the court won’t appoint them.
  • No Conflicts of Interest: The court will also make sure there’s no conflict of interest. This means the guardian’s personal interests shouldn’t clash with the best interests of the person they’re caring for.

There are two main types of guardians, and each have different responsibilities

guardian of the property is in charge of managing the incapacitated person’s (the ward’s) money and belongings. Their duties include:

  • Listing everything: They need to make a detailed list of all the ward’s assets and property.
  • Smart investing: They’re expected to invest the ward’s money carefully.
  • Using funds for care: They must use the ward’s money to support them.
  • Reporting to the court: They have to file detailed reports with the court every year to show how they’ve managed the ward’s finances.
  • Getting court approval: For certain financial decisions, they’ll need to get permission from the court first.

guardian of the person makes decisions about the ward’s personal care and well-being. This can include:

  • Medical and personal care: Making choices about their healthcare and daily needs.
  • Where they live: Deciding on the best place for the ward to live.
  • Creating a care plan: They also need to put together a detailed plan for the ward’s care, along with a report from a doctor.

Guardians have important responsibilities, and there are several requirements they must meet:

  • Legal Representation: Guardians always have a lawyer representing them.
  • Required Training: Guardians have to complete a training program approved by the court to ensure they understand their duties.
  • Court Oversight: The court clerk reviews all the annual reports submitted by both the guardian of the person and the guardian of the property. These reports are then presented to the judge for approval. This helps ensure everything is being handled correctly.
  • Accountability: If a guardian fails to do their job properly, the court can remove them from their role.

Yes, a guardianship doesn’t have to last forever. If a person who was deemed incapacitated (the ward) gets better and regains their ability to make decisions, a request can be made to the court to give them back their rights.

When this happens, the court will have the ward medically re-evaluated. Based on that re-evaluation, the court can decide to give back some or even all of the ward’s legal rights.

No, once you are appointed you are considered the guardian until the guardianship ends or you resign.

Once a request to determine if someone is incapacitated (called a petition to determine incapacity) is filed with the court, things move fairly quickly:

  • Lawyer and Evaluation Team Appointed: Within 5 days, the court appoints a lawyer to represent the person whose capacity is being questioned. At the same time, the court also appoints a special “examining committee” to evaluate that person.
  • Reports Submitted: This examining committee has 15 days to complete their evaluations and send their reports to the court.
  • Hearing Scheduled: After receiving these reports, the court must schedule a hearing within 14 days.

Keep in mind that while these are the general timelines, special circumstances can sometimes make the process take a bit longer or shorter.

Starting a guardianship involves some costs, and it’s helpful to understand who usually pays for what:

  • Initial Filing Fees: When someone first asks the court to determine if a person is incapacitated (the petitioner), they’ll typically pay a fee to file the necessary paperwork.
  • Court-Appointed Professionals: There will also be costs for the lawyer the court appoints to represent the person whose capacity is being questioned, as well as fees for the “examining committee” that evaluates them.
  • Guardian’s Attorney Fees: Guardians are required to have their own attorney, so you can expect legal fees for that representation as well.
  • Court-Appointed Professionals:
    • From the Ward’s Assets: If the incapacitated person (the ward) has money or property, these costs can often be paid from those assets.
    • State Assistance: If the ward doesn’t have enough money to cover these fees (meaning they are “indigent”), the state might waive these costs.
  • Filing Fees and Guardian’s Attorney Fees: NICA covers filing fees and the cost of the guardian’s attorney. Details are in the Benefit Handbook.

Your NICA case manager can share names of attorneys who have provided services to NICA participants in the past or you can research board certified elder law attorneys on the Florida Bar Referral Service website at: https://www.floridabar.org/directories/find-mbr/ or you can call 800-342-8011.

Always contact your local elder law attorney to discuss, but the Florida Bar website is an excellent starting resource https://www.floridabar.org/public/consumer/pamphlet030/

Have comments or questions? Please contact us at: info@nica.com.