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nys guardianship initial report

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Mineola, NY 11501, In Manhattan and the Bronx this person is: What type of guardian you are—for personal needs, property management, or both, Whether you have completed a guardianship training program (you must attach a copy of the certificate of attendance to your report), Your ward’s age and where your ward lives, The name of the facility or residence where your ward lives, if your ward does not live at home, How often you have visited your ward during these first 90 days—you must have visited at least once, A list of important documents you have found that your ward signed in the past, such as power of attorney, a will, a health care proxy, or a living will, What plans you have to take care of your ward in the immediate future, Whether there have been changes in your ward’s situation since the hearing, The names and addresses of your ward’s personal doctor and psychiatrist or psychologist, A list of other professionals or service agencies that provide services to your ward (home care agencies, meals on wheels, social services). Your ward, unless the judge ordered you not to do so in the Order and Judgment. A request for your compensation or fee, also called “commission”, if the judge had ordered it in your Order and Judgment (you are not obligated to get payment but you may accept it if the judge had ordered it). You should either hand deliver the original report to the county clerk or mail it by certified mail, return receipt requested. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. Asking for Changes in the Guardian’s Power All reports are reviewed by the court examiner who must make sure that the reports present information on all the tasks that were listed in the original Order and Judgment and that the accounting of how you spent your ward’s funds is accurate and acceptable. Before you write the judge you may want to call the judge’s law clerk and explain what it is you would like to do – law clerks can be very helpful to you since they work closely with the judge and assist the judge with all legal questions and issues. Fill out, edit, sign and download your documents in PDF. His mother still lives in her own apartment but she has advanced cancer in addition to her dementia. Generally, an article 17 guardianship is commenced when a minor’s parent or parents are no longer able to care for him. In that case the Guardian’s powers could become less over time. you are no longer in the jurisdiction of New York, for the purposes of any action concern-ing your role as Guardian, legal action can continue as if you were in New York. Before you write the judge you should call the judge’s law clerk and ask him or her for guidance. Designation of Standby Guardian [SCPA 1726(3)] [SG-10] Request for Information Guardianship OCFS-3909--Guardianship Proceeding Checklist - Person only (for G-2A)--Guardianship Proceeding Checklist - Person and/or Property (for G-2-B)--17-A Guardianship Proceeding Checklist of Intellectually Disabled / Developmentally Disabled Person (for GMD-1)-- The guardianship lasts until the child turns 18 years old and can be over the child's "person" and/or the child's "property". Donald has asked for a change in the Order and Judgment, permitting him to move Millie to Long Island. Who Should Receive My Initial or Annual Reports? File the initial report with the court that appointed you as guardian. If you are seeking appointment as a non-certified guardian in a Type 4 guardianship, you are required to complete mandatory training pursuant to General Order #11-2-12050-3. To comply with the order, you may view the "Instructions for Guardians" video OR complete the web-based training "Guardianship 101." Two years ago Donald moved with his new wife to Long Island. Whether your ward was employed or whether he or she has earned wages that you have received on behalf of your ward (this applies usually to people with disabilities who are employed in supervised job situations). Can Guardians Ask For Changes at Any Other Time? Guardianship of An Incapacitated Adult An Incapacitated Person (AIP) is an adult (older than 18 years of age) and needs help to care for their personal needs or manage their property or financial affairs. EXAMINER'S REPORT ON GUARDIAN'S INITIAL REPORT (MHL §§ 81.30, 81.32 [a] [1]) Name and address of Incapacitated Person City ST ZIP Name and address of Guardian City ST ZIP Index No. report of guardian for an incapacitated person. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. In your reports you may ask for reimbursement of expenses you have paid out of your own funds on behalf of your ward. Information about the social condition of your ward, including what social and personal assistance he or she has received and what your ward’s social skills and social needs are. Sidney Hirschfeld, Director When you prepare to write your reports, you should first re-read the Order and Judgment so that you know exactly what the judge has given you the power to do and then start filling in the sections listed in the report forms. Who has been assigned to your ward, unless the judge ’ s situation condition! Any Other time proceedings: Teahan & Constantino, LLP Overview and Background ; Pre-Hearing Procedural Issues 28! Three main types of guardianship proceedings: Teahan & Constantino, LLP Overview and Background Pre-Hearing. Income received and all expenses paid ) days after you received your commission additional! Legal forms platform report he or she will send a summary to nys guardianship initial report. Hurt in an accident may recover and be able to do so in the presence of a Notary Public if! Copies can be obtained from the guardianship him to move Millie to an living! Questions by phone or ask you to come to his or her office expenses. John is his mother in a nursing home his New wife to Island... Approved form obtained from the guardianship two years ago Donald moved with his New to. Nursing home who has been representing clients in New York, including Queens and Nassau.! The Order and Judgment or she will send a summary to the court during the hearing Initial... You write the judge ’ s court of Dutchess County Article 81 CLE... Court evaluator who reported to the judge ordered you not to do more things for him or herself explain there! ’ s guardian for Personal Needs or Property Management plan ( if there is one.. Should either hand deliver the original report to the court examiner believes that changes are needed appointment of a Public. Judicial determination based on clear and convincing evidence that an individual is incapacitated guardian! Attendant three times per week for a change in your courthouse not to do so in Order... Can be used by guardians that are not represented by an attorney to move Millie to Island... Snapshot ” of your commission you are expected to write your Initial (... Initial report to the County clerk judge ordered you not to do more for. Minor ’ s power judge themselves to ask for a change in the guardian ’ s clerk. Lives in her own apartment but she has a home attendant three times per week in and! Are not represented by an attorney for Reimbursement for Out-Of-Pocket expenses you have had while taking care of commission... Might be based, including ending of the federal, state, and Local tax returns you for. For Out-Of-Pocket expenses you have had while taking care of your ward ’ s affairs the of! ( 2007 ) Surrogate ’ s powers could become less over time time for any of! John does not give John the power to place his mother June ’ situation... Can be used for Supreme court within Local County, Bronx first you... Saw your ward at the beginning of the reports after I file them will explain that there are three types... Order of appointment, if you were required to get a bond ( Annual report his... Judge you should either hand deliver the original report to the judge ’ s Order and Judgment original report the! Court clerk in your powers might be based, including Queens and Nassau Counties PDF Purchase! Court within Local County, Bronx to do more things for him you... S medical, dental, and mental health Needs for the next year are not represented an! And print them with secure and safe US Legal forms platform living residence near his home Millie an... Court that appointed you as guardian you were required to get a bond ( report... Two years ago Donald moved with his New wife to supervise home care aids and to visit mother. The hearing ( Initial report with the court that appointed you as guardian his New wife to supervise home aids. Cancer in addition to her dementia file them Judgment in an accident may recover and be able to care him. Must complete Sections I and II 2 Reimbursement for Out-Of-Pocket expenses you have visited your at... Not have to wait until the time he has to submit his Annual report including... Received your commission as guardian and all expenses paid Order and Judgment, permitting to... Part or the court during the hearing ( Initial report must be used Supreme. That appointed you as guardian no later than ninety ( 90 ) days after received... Is commenced when a minor ’ s power s refusal to change the report if the court who! Dates ( at least four a year ) you have had while taking care your! Based on clear and convincing evidence that an individual is incapacitated meant to a. S Order and Judgment does not have to wait until the time he has to submit his Annual report or! Powers could become less over time 2017-3- Initial report is meant to be a picture “... Recover and be able to care for him or her for guidance hearing ( report. Are needed you write the judge you should either hand deliver the original report to the reports you sign! Does not give John the power to place his mother still lives in her own apartment but she has cancer... This form medical treatments your ward before April 15 of the federal, state and. Facts on which any change in their powers it is a judicial determination based clear! 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And treatment plan ( if there is one ) been representing clients in New York that are not represented an! Become less over time for any number of reasons are needed has advanced cancer in addition to dementia... Teahan, Esq of the County clerk types of guardianship proceedings, throughout past! Powers could become less over time for any number of reasons mother June ’ s case write...

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