{"id":829,"date":"2020-08-17T13:50:51","date_gmt":"2020-08-17T17:50:51","guid":{"rendered":"http:\/\/bfbond.com\/blog\/?p=829"},"modified":"2020-08-18T13:21:03","modified_gmt":"2020-08-18T17:21:03","slug":"so-you-want-to-be-a-guardian-heres-what-you-need-to-know","status":"publish","type":"post","link":"https:\/\/bfbond.com\/blog\/so-you-want-to-be-a-guardian-heres-what-you-need-to-know\/","title":{"rendered":"So, you want to be a guardian?  Here\u2019s what you need to know."},"content":{"rendered":"\n<p>To watch\nyour loved one lose the ability to take care of oneself is immensely painful.&nbsp; In some cases, your loved one may need a\nguardian to manage his or her affairs.&nbsp;\nThis article will give you an understanding of the process of applying\nfor guardianship under Article 81 of the Mental Hygiene Law.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; First, how do you end up in Article\n81 proceedings?&nbsp; In some cases, a\nfacility such as a nursing home or hospital will file a petition in court\nasking for a guardian to be appointed.&nbsp;\nThis may arise where they need someone to file a Medicaid application so\nthat medical bills can be paid, and the person who is being cared for does not\nhave that ability due to mental or physical issues.&nbsp; In some of the sadder cases, the facility may\nfile for the appointment of a guardian because care staff believes that the\npatient or resident needs to be protected from relatives, spouses, etc. who are\ninterfering with medical treatment and\/or engaging in financial abuse.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Additionally, people\u2019s loved ones\ncan file for guardianship.&nbsp; Those loved\nones can include: (1) anyone who has a right to the property of the person if\nthe person passes away, (2) the executor of an estate where the person is or\nmay be the beneficiary, (3) a trustee of a trust where the person controls the\ntrust or is the trust\u2019s beneficiary, (4) the person with whom the person lives,\nor (5) any other person concerned with the person\u2019s welfare.&nbsp; People\u2019s spouses and adult children often\napply for guardianship.&nbsp; People may file\nbecause they want to make medical decisions on behalf of the relatives, to\nhandle their assets, to protect their assets for purposes of estate planning,\nor to consent to settlement of a lawsuit on behalf of the loved one (e.g.,\nworker\u2019s compensation, medical malpractice).<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Unless someone else (like a nursing\nfacility or hospital) has already asked the court to appoint a guardian, you\nwill have to file an <strong><em>order to show cause<\/em><\/strong> and <strong><em>petition.<\/em><\/strong>&nbsp; The person who you want to be guardian for is\ncalled the <strong><em>alleged incapacitated person (AIP).<\/em><\/strong>&nbsp; <\/p>\n\n\n\n<p>Your papers will have to detail which powers you are asking\nthe court to grant you, the reasons why you believe that the person cannot\nhandle his or her own affairs, why you believe that you should be appointed as\nguardian, and the assets that you will have to marshal (get control of).&nbsp; One unpleasant aspect is that the papers will\nhave to be given to the AIP.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The court will appoint a <strong><em>court evaluator,<\/em><\/strong> and may also appoint an attorney to represent the AIP.&nbsp; The court evaluator\u2019s job will be to make recommendations to the judge and tell the judge which assets the AIP has.&nbsp; The court evaluator will have a position about whether the AIP is incapacitated, or unable to manage his or her own personal needs and\/or property.&nbsp; If the court evaluator finds that the AIP is incapacitated, then the evaluator will also make recommendations about who should be appointed as guardian.&nbsp; The court evaluator will speak to the AIP, to you, to the social worker if the AIP is in a facility and any other friends or relatives who have significant knowledge about the AIP.&nbsp; Because the court evaluator will need to know about the AIP\u2019s assets, it will be helpful for you to have copies of items like Social Security statements, pension statements, bank statements, mortgage statements, and brokerage account statements available for the court evaluator to inspect.&nbsp;&nbsp; If there is significant debt, then you should also have copies of items like credit card statements available.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ultimately, there will be a hearing before the judge.&nbsp; Before the hearing, the judge will likely speak with the attorneys and the court evaluator to determine whether it would be in the AIP\u2019s best interests to attend the hearing at all and if it is, whether it would be more comfortable for the AIP to attend remotely.&nbsp; You will testify about topics which include, but are not limited to, the history (when and how the AIP became incapacitated), why you are asking to be appointed as guardian, your relationship to the AIP, and the AIP\u2019s financial condition.&nbsp; The court evaluator will also testify about his or her investigation.&nbsp; There may also be other witnesses, like a social worker from a care facility, and any other individuals, like other relatives, who want to make their voices heard.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The judge may ask questions of you,\nlike whether you understand that you will have to take a course, whether you\nhave been convicted of a felony, and whether you understand that you have to submit\nannual accountings.&nbsp; We will get to the\nfirst and third issues later.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; If the judge appoints you (or\nanyone) as guardian, then the judge will also appoint a <strong><em>court examiner.<\/em><\/strong>&nbsp; <\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; You will have to take a course on guardianships, and you can get information about your options from the Guardianship Clerk in the courthouse.&nbsp; If there are significant assets, the court will also order you to <a href=\"https:\/\/bfbond.com\/bfapps\/ProbateFiduciary.php\">obtain a bond<\/a>.&nbsp; Once you have taken the course and obtained the bond, then you will obtain your <strong><em>commission,<\/em><\/strong> which will officially give you powers as a guardian.<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The court evaluator, and the\nattorney for the AIP, will be awarded fees, which will be paid from the AIP\u2019s\nassets.&nbsp; If the assets are insufficient\nto pay the fees, then the court will likely order the person who filed the\npetition (whether it be you or a facility) to pay anything that is left over.<\/p>\n\n\n\n<p>Once you obtain your commission, the court examiner will give\nyou a due date for your <strong><em>ninety-day report,<\/em><\/strong> which will require you\nto present proof that you completed the course, provide information about what\nyou are doing as guardian, and also list the assets of the incapacitated\nperson.<\/p>\n\n\n\n<p>After a guardian is appointed, then the assets of the\nincapacitated person will be under the supervision of the court examiner and\nthe court.&nbsp; It is critical that you keep\ndetailed records of every expense, including but not limited to bank\nstatements, copies of checks, rent stubs, and receipts.&nbsp; Every May, you will have to submit an <strong><em>annual\naccounting,<\/em><\/strong> which includes records of every deposit, and every debit,\nmade on behalf of the incapacitated person.&nbsp;\nYou will have to send the accounting to the court examiner with copies\nof bank statements, checks, and receipts for any significant purchases.&nbsp; Additionally, you will have to file it with\nthe court.&nbsp; Whenever you want to make a\nsignificant expense for the incapacitated person, you will need to submit an\napplication to the court examiner, who will recommend to the judge whether or\nnot to approve it.&nbsp; Those expenses will\nneed to be approved by the judge.<\/p>\n\n\n\n<p>Being a guardian is not easy, and it can be tedious.&nbsp; However, always remember that you are making\na huge difference in your ward\u2019s life, by protecting his or her ability to\nthrive in spite of disability!<\/p>\n\n\n\n<p>Joseph H. Nivin, Esq. is the owner of The Law Offices of Joseph H. Nivin, P.C. a firm with locations in Forest Hills, Queens, and midtown Manhattan.&nbsp; The firm handles family and matrimonial law cases, Article 81 guardianships, immigration, foreclosure defense, landlord-tenant law, and bankruptcy proceedings.&nbsp; You can find more information at <a href=\"http:\/\/www.nivinlaw.com\">www.nivinlaw.com<\/a>.<\/p>\n\n\n\n<p>Apply for your Guardianship Bond by clicking the link below or call us at 800-921-1008 to speak to a representative today.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/bfbond.com\/bfapps\/ProbateFiduciary.php\"><img loading=\"lazy\" src=\"https:\/\/bfbond.com\/blog\/wp-content\/uploads\/2018\/02\/BF-Apply-Now-Button-1.png\" alt=\"\" class=\"wp-image-591\" width=\"228\" height=\"61\"\/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>To watch your loved one lose the ability to take care of oneself is immensely painful.&nbsp; In some cases, your loved one may need a guardian to manage his or her affairs.&nbsp; This article will give you an understanding of the process of applying for guardianship under Article 81 of the Mental Hygiene Law. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &hellip; <a href=\"https:\/\/bfbond.com\/blog\/so-you-want-to-be-a-guardian-heres-what-you-need-to-know\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">So, you want to be a guardian?  Here\u2019s what you need to know.<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":830,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[48,54,1],"tags":[18,17,22],"_links":{"self":[{"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/posts\/829"}],"collection":[{"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/comments?post=829"}],"version-history":[{"count":5,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/posts\/829\/revisions"}],"predecessor-version":[{"id":836,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/posts\/829\/revisions\/836"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/media\/830"}],"wp:attachment":[{"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/media?parent=829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/categories?post=829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bfbond.com\/blog\/wp-json\/wp\/v2\/tags?post=829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}