Guardianship & Alternatives

1. Guardianship & Alternatives Thomas F. Kendziorski, Esq. (tfk@thearcoakland.org) Kathleen E. Winkler, Esq. (kew@thearcoakland.org) Revised: 3/25/2014

2. GuardianshipChapter Six – Michigan Mental Health Code( … for adults with developmental disabilities) • Michigan Mental Health Code states guardianship only: “… as is necessary” - “… partial is the preferred choice.” • Guardianship cannot take away the right to vote, marry, bear arms, and so on … PLENARY PARTIAL PERSON ESTATE PERSON ESTATE Not reviewed Reviewed every 3 to 5 years

3. DDP Guardianship Application Checklist • Complete: PC 658 (“Petition”) and PC 659 (“Report to Accompany the Petition”) • Assemble reports: educational (IEP); medical; and psychological evaluation. • No report can be older that 12 months; • Psychologist must provide an original signature to the report (no photocopies); • Medical report must contain Rx listing, if any, and the physician’s signature; a “statement of health.”

4. Guardianship(non-Developmentally Disabled Person - DDP) • Minor Children (Michigan’s Estates and Protected Individuals Code, 386 P.A. 1998, as amended; M.C.L.A. §700.5201-5219) • In the case of minors, parents who are available and able are considered acting in the role of guardian. Where parents are absent, unable or unwilling to fulfill those duties for a child, impairment or not, it is usually imperative that a guardian be appointed. • In certain circumstances, even a parent of a minor child may be required to become his/her child's legal representative (e.g., for purposes of an insurance settlement or jury award) in the form of a “conservator.”

5. Guardianship (non-DDP) • Guardianship and Conservatorship for Persons with Mental Illness/Closed Head Injury/Others (Michigan’s Estates and Protected Individuals Code 386 P.A.1999, as amended; M.C.L.A. §700.5301-5433) • Differs from the Mental Health Code, Chapter Six for persons with DD. There is far less “due process” or vigilance relative to one’s civil rights.

6. Guardianship (non-DDP) • ALegally Incapacitated Person (“LIP”) is an adult who is impaired by reason of mental illness, mental deficiency, physical illness or disability, chronic use of drugs, chronic intoxication, or other cause, to the extent that the person lacks sufficient understanding or capacity to make or communicate informed decisions concerning his or her person. • Petitions may be filed by any interested party, including care providers. • A proposed guardian must be nominated in the petition. • Unlike in a DDP, the alleged LIP is appointed a “guardian ad litem” or G.A.L., but not an attorney unless he or she requests one. The G.A.L. makes personal recommendations to the probate court judge about the person, whereas the court-appointed attorney represents only what the client wants.

7. Guardianship (non-DDP) • The probate judge “may” order an evaluation by a physician or mental health professional. Similar report requirements to that in the DDP, but it is not a mandatory item. • Unless so limited by the court, a guardian for an LIP “may” change the person’s residence and care without court approval --- including institutionalization ---, consent to medical treatment and control finances if no conservator has been appointed; or even sell a person’s property/home. M.C.L.A. §700.5314 has an extensive list of powers the guardian has under the LIP procedures. The DDP guardian’s powers are limited by the Mental Health Code and by what rights the judge removed from the Ward.

8. Guardianship (non-DDP) • A guardian must file an annual report on the condition of the ward, like the DDP requirement. However, where the DDP is time-limited by law or court order, the LIP guardian’s say-so maintains the guardianship. Although periodic reviews are called for in the Probate Code for LIP’s (at least “reviewed” every 3 years), they are intermittently accomplished due to no mandated funding available to the probate court to do so; contrast the partial DDP guardianship, which must be reviewed at least every three-to-five years by another complete petition/evaluation process.

9. Guardianship (non-DDP) • Another form of guardianship under the Estates and Protected Individuals Code (EPIC) is that of a “Protected Person (“PP”). This is where a court may appoint a guardian if an individual is unable to manage property and business affairs effectively for reasons such as mental illness, mental deficiency, physical illness or disability, chronic use of drugs, chronic intoxication, confinement, detention by a foreign power, or disappearance.

10. Do Not Resuscitate (DNR) Order • MCL 700.5314 (“E.P.I.C.”) now (eff. 2/3/14) authorizes a Guardian (LIP or PP; not DDP) with the powers to: • Give the consent or approval that is necessary to enable the ward to receive medical or other professional care, counsel, treatment, or service • Execute a DNR order on behalf of a ward • Reaffirm and/or revoke a DNR order on behalf of a ward

11. DNR (continued) The statute mandates that a guardian shall not execute a Do Not Resuscitate (DNR) order unless the guardian does all of the following: • Not more than 14 days before executing the DNR order, the Guardian visits the ward and, if meaningful communication is possible, consults with the ward about executing the DNR order • The Guardian consults directly with the ward’s attending physician as to the specific medical indications that warrant the DNR order.

12. DNR (continued) • If a Guardian executes a DNR order, not less than annually after the DNR order is first executed, the guardian shall do all of the following: • Visit the ward and, if meaningful communication is possible, consult with the ward about reaffirming the DNR order • Consult directly with the ward’s attending physician as to specific medical indications that may warrant reaffirming the DNR order.

13. Basic Requirements For Becoming Eligible For Supplemental Security Income (“SSI”) • Can’t have liquid assets over $2,000; and • Must have a disabling condition that is severe enough so that the person cannot perform “substantial gainful activity” or competitive employment. Within the Social Security Administration, funds may be handled by an individual known as a “Representative Payee.” In a sense, this could be viewed as an alternative to a guardian of the estate or a conservator.

14. Social Security Disability Insurance (SSDI) Benefits There are four ways to receive SSDI: • Work and pay into the Social Security Administration (SSA) system - F.I.C.A. • Insured parent through SSA is disabled. • Insured parent through SSA is retired, over 62, and receiving SSA pension. • Insured parent is deceased. Again, within the Social Security Administration, funds may be handled by an individual known as a “Representative Payee.” This could be viewed as an alternative to a guardian of the estate or a conservator.

15. Estate Planning (Wills & Trusts) • Everyone needs a Last Will and Testament. Thirty percent of all lawyers die without wills (…physician heal thyself!). • If you don’t make a will, then the state makes one for you … and you may not like the outcome. • Estates and Protected Individuals Code (EPIC)

16. Basic Elements Of A Trust Funding: Co-trustee: 1. Property 1. Bank 2. Cash 2. Family Member 3. Insurance 3. Trusted Person 4. Etc. RES (Principal) TRUSTEE (legal title) BENEFICIARY Death REMAINDER PERSON A “trustee” could be viewed in the role as an alternative to a guardian.

17. Power of AttorneyE.P.I.C. (386 P.A. 1998; M.C.L.A. §700.5501-5213) • Where the individual grants decision-making powers in writing to another to manage personal affairs and/or finances. Within this concept is what is known as a “Health Care Power of Attorney,” or “Patient Advocate Designation.” An alternative to guardianship … • Document is signed, witnessed and notarized. • An “90% solution” since reliance remains with the recipient of the document, that is, will the hospital, school, bank, insurance company, etc., accept the document as the true consent of the individual?

18. Power of Attorney (continued) • Revocation of the PofA is a part of the document; however, all those who are relying on the PofA must be notified in writing of any revocation. • An individual does not have to know their rights like a constitutional lawyer or a rocket scientist! “Sound mind” MCLA 700.5506 --- not defined; basically, average ability. • Consent is whether the person knows what right he has and that he wants someone else to have the ability to use that right.

19. “Legal Standing” ► from Black’sLawDictionary: • A party’s right to make a legal claim or seek judicial enforcement of a duty or a right. Third party standing is where someone else is claiming to protect the rights of others. “By what legal authority do you claim the right to make a substituted judgment?”

20. Other Potential Alternatives • “Doing Nothing”— merely assisting a person make decisions. No legal authority. Mentor and advise only. • Family Consent Policy— where in the case of a hospital, the next-of-kin is allowed to act as a surrogate decision-maker; not all hospital’s have such a practice. Not in the law, but if hospital is willing … why not?

21. Attorney Listing Kathleen E. Winkler 248-816-1900 Troy (The Arc) Mary T. Schmitt Smith 248-282-7700 Bloomfield Hills Patricia E. Kefalas Dudek 248-254-3462 Farmington Hills Donald L. Rosenberg 248-641-7070 Troy J. Douglas Otlewski 248-651-6040 Rochester Joshua R. Fink 734-665-4441 Ann Arbor Robert A. Gross 248-263-3535 Southfield James P. Lampertius 248-538-5480 Farmington Hills Sanford Mall 248-538-1800 Farmington Hills Marsha L. Tuck 248-335-0730 Bloomfield Hills Thomas V. Trainer 248-740-5673 Troy

22. Questions? Please call The Arc of Oakland County to set up an appointment or to become a member. Thank you for your attention. The Arc of Oakland County 1641 W. Big Beaver Rd. Troy, MI 48084 248-816-1900 www.thearcoakland.org