How difficult is it to get guardianship of an elderly parent?

Asked by madge1  |  Feb 16, 2011

My brother is her financial POA, is on her joint checking account, the executor of her will. She has no health care directive. I am concerned if he should die and she is incompentent, who will pay her bills, take care of her business. I have tried to talk to my brother and mother about my concerns but they just don't seem to care. My brother says, "You can just get guardianship", well gee thanks.

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vstefans

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Feb 16, 2011

Guardianship requires proving the person is incompetent. The person must actually be given notice that this is being filed and have a chance to contest it. The financial POA during the life of the person and the executor after the death of the person handle the finances. Typicaly, an alternate or contingent POA is named in case the original POA resigns, dies, or otherwise cannot continue, and the person themself can revoke the POA or change it to a different person. A lot depends on exactly how the papers are written up. So talking to the lawyer who did the papers would be ideal.

A health care POA or "proxy" would be a VERY good thing, if nothing else, so you can get information. There were many times I would not have been given any had I not produced the appropriate papers for my mom. It also formally allows someone to make treatment and end of life decisions if the person cannot. If separate people can have financial and health care POAs it may be ideal. Do you feel like you know what Mom would and would not want done in case of a life-threatening illness? That conversation, though difficult, is a lot better than having to go through guardianship, which can be a little expensive as well.

I hope that helps. And I hope I will not ever have to get guardianship of my mom....I have both the POAs and that will probably be enough. There are circumstances when you really need it to protect someone from themself or from others who would take advantage, and I also hope your situation is not one of those!

 
 

madge1

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Feb 16, 2011

Thanks, would like to know if anyone has had to get guardianship and what it was like. I am very frustrated.

 
 

RRTurner26

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Feb 19, 2011

Hello, Perhaps getting the help you need can come from an agency that deals with such problems. Where I live there's the Tri County Office of Aging that address all kinds of problems. Such an office could direct you, or just look in your local phone book under "county" listing and see what's there such as the court system. Or ask people that you come in contact with. We also have a legal hot line where local attorney's volunteer their time and the service is free. Good luck and God Bless

 
 

RRTurner26

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Feb 19, 2011

Hello....Can you avail yourself to free legal aid in your area? Check with an agency that deals with problems with the aging and ask for their help putting you in touch with someone. If no legal aid available, I would suggest you choose an attorney from the phone book listings giving free consultations. If need be, ask that person to direct you to where you could get information before deciding your next step. Gather as much info as you can before having to pay someone to help you. The best of luck solving your problem. Laurie Turner

 
 

madge1

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Feb 20, 2011

laurie, thank you for you input. My daughter and her husband are lawyers, my other daughter's fiancee is one also. None are elder lawyers, so I haven't approached them with these questions. I am just interested in hearing from someone who has actually done this. It seems to require alot of expense and work. So unneccessary in our situation.

 
 

wilma14

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Feb 20, 2011

I did get guardianship of my mother. I started out by having a medicare attorney help me draw up a caregiver's contract in order to "spend down" my mother's money. She did not have a lot but this caregiver's contract is still in place. At this point I had not considered guardianship. I moved to another state and decided that it would be beneficial for me to have guardianship. I have four siblings and none of them felt that they could care for Mom. I hired an attorney and started the process. We held a hearing and 2 of my siblings came down opposed to my guardianship. They did not want to keep my mother. Their disagreement caused me to have to hire two more attorneys so the expense went up. We ended up holding two hearings and I did get guardianship. My brother was appointed conservator. I found that you never know how your siblings will react. I followed the advice of my attorney at every step. It was evident during both hearings that my two siblings were just trying to cause problems and were not concerned about our mother's care. The cost was around $25,000.

 
 

madge1

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Feb 20, 2011

Thank you, thank you! This is what I wanted to hear. I understand the 25K would be taken out of your mother's monies. Did you have to pay first and then get reimbursed or did you ever get reimbursed? My Mother has a great deal of money, so there is no problem with paying for all of this from her funds. That is the problem, she doesn't want anyone near her money because she has a paranoid personality problem.

 
 

madge1

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Feb 20, 2011

Also, there is no problem with my brother, he is honest. I Don't want to be on anything but fear since she has no back up for him, I could be in a world of trouble if he dies. He probably won't but you never know. I know she is mentally not right, I have explained all of this to her including the thousands of dollars it would cost to get guardianship and her answer is "well I'll have to talk to a lawyer about this", which she won't do. It will never be done. She has no reason to distrust either me or my brother. Just nutty stuff. But it is good to talk to someone who actually had to do this. Thank you so much.

 
 

wilma14

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Feb 23, 2011

I did pay the attorney fees from my mother's money. If you do not have anyone contesting your guardianship, you probably won't have to pay as much. You would have to check with your attorneys if you think it will take awhile to pay them. The courts were happier having a conservator (to be responsible for my mother's money) and a separate guardian. My brother and I do work closely together although now my mother doesn't have much money left. We are required to do a yearly report. I do one as guardian and just report what I am doing with my mother now and what I plan to do to keep her safe and happy. There is a specific form that I complete and must mail it to the state, the guardian ad lidem and each one of my siblings. My brother does a report on the finances. He has to account for all activity from her account. It is much simpler now than it was when we first started. There is also a form for this and each withdrawal or deposit must be accounted for. I do keep every receipt for medicine, doctors, dentists, miscellaneous and etc. My mother was also very paranoid about her money although she did not have a lot. I hope this helps.

 
 

gllmoks

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Jan 22, 2012

If yiu want to contest a guardianship do you really need a lawyer? Can you complete the necessary forms yourself and go to the appointed court date? I don't have the money for an attorney and my sister is using my mother's money to file for guardianship. (She has the POA) Doesn't sound fair to me.

 
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