what every oklahoma elder lawyer should know about guardianship

by Wallace Langosh 5 min read

What are the different types of guardianship in Oklahoma?

General A "general" guardianship is a guardian who has control over the ward and/or all of the ward's property in Oklahoma. Limited A "limited" guardian is a guardian who only has limited powers over the ward and/or the ward's property. Special A "special" guardian is a guardian who is appointed for an emergency purpose.

Do I need a lawyer for an elderly guardianship?

Elderly guardianships are complex and have important consequences. If you're considering guardianship for yourself or for a loved one, or if you're thinking about serving as a guardian, you should consult with an attorney who specializes in elder law. Meeting with a lawyer can help you understand your options and how to best protect your rights.

What are the pros and cons of elderly guardianship?

The purpose and hoped-for benefit of elderly guardianship is that an elderly person who is no longer capable of caring for himself or herself receives proper care. However, there are several drawbacks that may come with guardianship.

What is elderly guardianship or elderly conservatorship?

... Elderly guardianship, also known as elderly conservatorship, is a legal relationship created when a court appoints an individual to care for an elderly person who is no longer able to care for himself or herself. The appointed guardian has certain duties and responsibilities to the elderly person.

What is the purpose of elderly guardianship?

Who can petition a court to designate a guardian?

What is an elderly conservatorship?

What is a court hearing for guardianship?

What is the form for appointment of conservator?

What is the duty of a guardian?

Is elderly guardianship a last resort?

See more

About this website

Does guardianship override power of attorney Oklahoma?

A power of attorney has significant benefits over guardianship, but you must follow the law to be sure your power of attorney is a legally valid grant of authority.

How much does guardianship cost in Oklahoma?

You will also have to pay a filing fee and court costs to the court, to file a petition for guardianship. In Oklahoma in 2019, these fees and costs vary, depending on the county; the total fees and costs for a relative guardianship range from $57.00 to $67.00.

How does guardianship work in Oklahoma?

Purpose of Guardianship of a Child Oklahoma law states that "when it appears necessary or convenient," a guardian may be appointed over the person or property of a minor. A judge decides what is "necessary or convenient" in each individual situation, focusing on the overall well-being of the child.

How long does guardianship last in Oklahoma?

If the proposed ward is under the age of eighteen (18) years, see Minors. A guardian has legal authority to make personal and financial decisions for a child or incapacitated party, indefinitely.

What is permanent guardianship in Oklahoma?

(4) A permanent guardian is vested with the rights and responsibilities set forth in Title 30of the Oklahoma Statutes relating to the powers and duties of a guardian of a minor, except for rights and responsibilities retained by the child's parent, as set forth in the permanent guardianship decree.

Does guardianship override parental rights Oklahoma?

A person who receives guardianship of a minor enters the same position as the custodial parent in a divorce case. In Oklahoma, a guardian has all the same rights as a natural parent, except for the right to consent to adoption.

Does guardianship end at death in Oklahoma?

The authority and responsibility of a guardian terminates upon the death of the guardian, conservator, or the ward, the determination of incapacity of the guardian or conservator, or upon removal or resignation of the guardian or conservator.

What rights does guardianship give a father?

Guardianship rights entitle a parent to make important decisions regarding that child's upbringing, for example, deciding on the child's religion, education, medical treatment and where they lives.

What happens to guardianship when the ward dies Oklahoma?

Therefore, when the ward dies, if there is only a guardianship, the guardianship automatically terminates. However, it is obviously necessary to inform the Court of the same, so that the Court can document and close its file.

How do I terminate my guardianship in Oklahoma?

To terminate a guardianship in Oklahoma (if you are an adult under guardianship, or the parent of a child under guardianship), you should:File a motion to terminate the guardianship.Ask the judge for a hearing date.At the hearing, explain to the judge why your guardianship should be terminated.

How do you appoint someone as a legal guardian?

Legal Guardians can be appointed by parents, Special Guardians or by the Court. They can only be appointed by someone who has parental responsibility for the children. A Legal Guardian cannot be appointed by a parent who is alive, as it is not possible to transfer parental responsibility to another person.

How do you get power of attorney in Oklahoma?

What Are the Legal Requirements of a Financial POA in Oklahoma?Mental Capacity for Creating a POA. ... Notarization Requirement. ... Create the POA Using a Statutory Form, Software, or Attorney. ... Sign the POA in the Presence of a Notary Public. ... Store the Original POA in a Safe Place. ... Give a Copy to Your Agent or Attorney-in-Fact.More items...

Adult Guardianship Factsheet - Alzheimer's Association

®alz.org. Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act States (October 2010) UAGPPJA would simplify the process for resolving a jurisdictional adult

How to Obtain Guardianship Over An Adult Family Member

Petition for Adult Guardianship The Estates and Protected Individuals Code (EPIC) has a chapter devoted to the operation of guardianships. The first step in the process is to obtain and complete PC form 625, Petition for Appointment of Guardian for Incapacitated Individual.

How to Claim Guardianship of an Elderly Parent | Romano & Sumner

5 Things Needed to Claim the Guardianship of an Elderly Parent. Main Takeaways: If you have a parent who you think is in need of guardianship, you’ll need to obtain a physician’s certificate or doctor’s letter.

How to Get Guardianship of an Elderly Parent - Legal Templates

One of the saddest things in life is watching an elderly parent lose their ability to think clearly as they get older. This happens more frequently as people live longer, and the rate of Alzheimer’s and dementia continues to increase.

Who takes guardianship rights over an incapacitated adult in Oklahoma?

In Oklahoma, the priority of who takes guardianship rights over an incapacitated adult is as follows: Individual nominated by the subject. Current guardian appointed by another court. An individual nominated by the will of another guardian. The spouse of the subject. An adult child. A parent of the subject. A sibling of the subject.

What are the responsibilities of a guardian in Oklahoma?

In Oklahoma, guardians have the following responsibilities: To ensure the Elder’s proper care, safety, and protection. To ensure the support, health, and education of the Elder. Must keep safe and in good condition the property of the Elder. A Guardian must permit no unnecessary waste or destruction of the real property ...

What is a guardian in court?

What is a Guardian? A guardian is appointed by a court to take responsibility for the elderly person and assist them take medication and make smart financial decisions. It is an option taken by the court after a hearing and medical confirmation that the elder is unable to take care of them self.

Why do people choose to have a guardian?

This means that the guardian must put the interests of the elderly person above their own, which is why some families prefer to have a professional be the guardian instead of a family member.

How old do you have to be to be a guardian in Oklahoma?

To be a guardian in Oklahoma, a person must be: The Guardian must be over the age of 18 ; The Guardian must be of sound mind (not incapacitated or partially incapacitated); A Guardian must be free of criminal convictions, protective orders, or pending criminal charges.

Why do grandparents need guardianship?

When our grandparents, parents, and even friends become unable to care for themselves , they might need a guardian to help take care of themselves. The inability to take care of oneself may look like forgetting to take necessary medicines, the inability to maintain basic health (such as forgetting to shower or eat), or the inability to maintain and manage finances. In these instances, it may be in the elderly person’s best interests for a court to appoint a guardian.

What is the purpose of an attorney for an incapacitated person?

The purpose of this lawyer is to look out for the elder’s best interests at court and make a recommendation to the court with the best way to proceed.

How does guardianship work?

The guardianship process first requires a finding of incapacity, which is determined by three mental health professionals appointed by the court. The guardian's attorney then prepares and submits the necessary documents to the court.

Is a guardianship necessary for an elderly person?

A guardianship can become necessary for elderly people who can longer handle their financial or personal affairs, for minor children who receive more than $15,000 via inheritance or otherwise, and for mentally incapacitated individuals. The Kaplan Firm's experience in guardianship and elder law can help you navigate and understand the process every step of the way.

How many types of guardianship are there in Oklahoma?

In Oklahoma, there are three basic types of guardianship:

How old do you have to be to be a guardian?

Self-Nomination of Guardian (Adults) An adult of eighteen (18) years or older, who is of sound mind and not acting under duress, fraud, or influence, may nominate a guardian of his person or property. Upon incapacitation, this nomination shall be binding once approved by the court. This nomination must be in writing.

What is the role of a guardian in a court case?

A guardian has legal authority to make personal and financial decisions for a child or incapacitated party, indefinitely. This person is appointed by a court to serve as the guardian of a minor child or an incapacitated person to assure that the essential requirements for the health and safety of the person are met, to manage the estate or financial resources of the person, or both.

What is the purpose of guardianship?

Purpose of Adult Guardianship. An adult who is incapacitated or partially incapacitated may need help taking care of their physical health and financial resources. A court appointed guardian can help ensure that the individual in question has help making these decisions. Forms of Guardianship:

How long does a guardian last?

Special A "special" guardian is a guardian who is appointed for an emergency purpose. Usually, these do not last for more than thirty (30) days.

What is an ad litem in Oklahoma?

An individual alleged to be incapacitated may also be appointed an attorney by the court, called a "Guardian Ad Litem." The Oklahoma Bar Association has information and resources for Guardians Ad Litem on this page.

What is an adult guardian in Oklahoma?

In Oklahoma, the person under the care of a guardian is known as a “ward.”. A person is considered incapacitated if they are unable to make day-to-day ...

Why is guardianship necessary?

In the absence of any estate planning documents, a guardianship would be necessary in order to care for an individual incapacitated due to dementia, mental illness or drug or alcohol dependence.

What is a guardian of a ward?

Guardian of the person involves managing the ward’s living arrangements, medical care and other decisions related to personal care. The guardian of the property refers to managing the assets and property of the ward .

Why do people need a guardian?

Persons suffering from other forms of mental illness, including schizophrenia, as well as individuals who are incapacitated due to drug or alcohol dependence, may require appointment of a guardian to make decisions regarding their treatment and to help prevent them from harming themselves or others. In the absence of any estate planning documents, a guardianship would be necessary in order to care for an individual incapacitated due to dementia, mental illness or drug or alcohol dependence.

What are the powers of a guardian?

Broadly speaking, as a guardian, an individual has the ability to enter into contracts on behalf of the ward, manage the assets of the ward and care for the health and safety of the ward by making medical decisions. ...

What is a guardian's annual report?

The guardian is required to file an annual report with the court accounting for the assets of the ward and providing the court with an update regarding the care of the ward.

What age do you need to be to be dependent on your parents?

Once children with developmental disabilities or special needs reach the age of 18 , they may still be dependent on their parents for support and assistance with daily care as well as management of their finances. A parent or parents would need to obtain guardianship of their adult child in order to continue to make decisions about their medical care, living arrangements and finances. If the young adult is eligible for government benefits, such as Medicaid and Supplemental Security Income (SSI), a guardianship may be necessary to assist them in applying for and managing these benefits.

What is the purpose of elderly guardianship?

The purpose and hoped-for benefit of elderly guardianship is that an elderly person who is no longer capable of caring for himself or herself receives proper care. However, there are several drawbacks that may come with guardianship.

Who can petition a court to designate a guardian?

Generally speaking, the following people or entities can petition a court to designate a guardian: The elderly person. A spouse or domestic partner of the elderly person. A relative of the elderly person. A friend of the elderly person. A state or local government agency.

What is an elderly conservatorship?

Elderly guardianship, also known as elderly conservatorship, is a legal relationship created when a court appoints an individual to care for an elderly person who is no longer able to care for himself or herself. The appointed guardian has certain duties and responsibilities to the elderly person.

What is a court hearing for guardianship?

A court hearing in which the judge reviews the petition, listens to statements, determines whether the elderly person lacks the ability to care for himself or herself, and decides whether to grant the guardianship petition.

What is the form for appointment of conservator?

Filing a Petition for Appointment of Conservator form , which requires information about the elderly person, the person filing the petition, relatives of the elderly person, and the reasons why guardianship is necessary. The petitioner must also explain why alternatives to a guardianship are not available or appropriate ...

What is the duty of a guardian?

A guardian has a duty of care towards the elderly person. In plain terms, this means that the guardian must put the interests of the elderly person first.

Is elderly guardianship a last resort?

Courts consider elderly guardianship to be the last resort option because of the drawbacks mentioned above. Depending on the state you live in, possible alternatives to guardianship include:

What happens when you lose your guardianship?

Guardianship results in losing fundamental rights, including the right to decide where to live, how to spend money, and whether or not to consent to medical care. Persons who are the subjects of Guardianship proceedings are therefore given rights and protections to minimize the risk they will be placed under a Guardianship that is unnecessary or too restrictive.

What is the title of the conservatorship in Oklahoma?

This handbook is published by the Oklahoma Bar Association as an easy to read guide on Guardianship and conservatorship laws in Oklahoma and the duties and responsibilities required by them. The Guardianship and conservatorship laws of Oklahoma are under Title 30 of the Oklahoma Statutes.

What are the duties of a conservator?

Conservator shall have the same powers and duties, including the submission of a “plan” (how the Conservator intends to protect the assets of the Ward). and “report” (as outlined above in “Care, Custody, and Management”).

Is the Guardianship and Conservatorship Act a public record?

Confidential information filed with or submitted with any proceeding under the Oklahoma Guardianship and Conservatorship Act, shall not constitute a public record and shall be sealed by the court. Access to confidential information shall be strictly controlled.

Can a conservator be discharged?

Conservator may be discharged by the court upon application by the Ward or otherwise on personal service of such notice as determined by the court to the individuals original ly notified, and the Conservator, when the conservatorship is no longer necessary.

Why is guardianship important?

Guardianship is a legal proceeding that protects incapacitated persons and their property by transferring all or certain rights from them to someone who is better suited to care for the person’s physical and financial needs. It is important to understand when guardianship is necessary for the elderly, because not only is guardianship an expensive process , it also can be very disruptive to the lives of the entire family.

What is a guardian of property?

A guardian of the person is charged with ensuring the incapacitated person is properly cared for and protected from exploitation and self-neglect. A guardian of the property is responsible for the incapacitated person’s finances. The guardian must work with the incapacitated person and his family to serve the person’s best interests.

Why is it important for caregivers to work with incapacitated people?

If the incapacitated person is in danger of hurting himself or his finances and will not accept assistance from caregivers or family members, then a guardianship may be necessary.

How to contact the Department of Elder Affairs?

Please contact the Department of Elder Affairs Abuse hotline at 1-800-96-ABUSE (1-800-962-2873) to report suspected abuse, neglect or exploitation of the elderly or a vulnerable adult.

Can a guardian be a surrogate in Florida?

Under Florida law, guardianship Courts must seek the least restrictive means necessary to protect incapacitated persons. As result, guardianship may not be needed if the incapacitated person properly executed a Durable Power of Attorney, and designation of Health Care Surrogate . A Durable Power of Attorney can give an agent authority to handle the incapacitated person’s financial affairs. A Health Care Surrogate designation gives the surrogate the ability to make health care decisions on behalf of the incapacitated person. Either of the aforementioned estate planning documents may be adequate to resolve problems families face. An attorney who practices elder law or estate planning can help determine whether the estate planning documents are sufficient to avoid guardianship proceedings.

When does the Guardianship and Elder Law section meet?

The Guardianship and Elder Law section meets at 12:00pm on the third Thursday each month.

What is the King County Bar Association?

The Guardianship and Elder Law Section of the King County Bar Association provides education, activities, and programs that enhance the lives of people with special needs and people as they age.

How to get guardianship in Oklahoma?

In Oklahoma, to obtain a guardianship over your relative, file a petition for guardianship in the district court of the county in which your relative lives. Then, ask the judge to set a hearing on the matter. You will have to give notice of the hearing to certain other relatives of your relative.

Why do you need guardianship over your relative?

A guardianship over your relative’s property is also a good way to protect your relative against unscrupulous scammers who seek to take financial advantage of your relative. If you have control over your relative’s property, you will be able to block your relative from paying any money to the scammers. In this post, I describe the powers, and ...

What happens if a guardianship is contested?

If there is friction within your family, and relatives are battling over whether one is suitable to serve as guardian, a contested guardianship hearing can be bitter indeed. If the judge approves your petition for guardianship, the judge will sign an order grating guardianship. Once the judge signs this order, you will have control ...

What is the first step to take to protect your family?

One step to take is to apply for a guardianship. There are two types of guardianships: a guardianship over the person, and a guardianship over the property. If you have a guardianship ...

What does a conservator do?

A conservator has all the powers of the guardian of property (but not the powers of a guardian of the person.) To act as a conservator, you need to have your relative’s consent. To find out more about conservatorships, read Julie A. Evans’ excellent article, “Conservatorships: So Useful, But So Rare” in the Oklahoma Bar Journal.

Do you have to file a guardianship report?

Generally, if you have a guardianship, you will have to file a report with the court every year. In this report, you should account for all of your activities as guardian. A guardianship is complex, and it is generally advisable to seek the help of an attorney, in filing for a guardianship. If you are appointed guardian, you will be able to pay ...

Can you be a guardian of property if you are insolvent?

You may be unsuitable to serve as guardian of property is you are insolvent (that is, unable to pay debts as they become due) or if you have declared bankruptcy within the past 5 years, or if you are under any financial obligation to your relative, or if you have a conflict of interest.

What is the purpose of elderly guardianship?

The purpose and hoped-for benefit of elderly guardianship is that an elderly person who is no longer capable of caring for himself or herself receives proper care. However, there are several drawbacks that may come with guardianship.

Who can petition a court to designate a guardian?

Generally speaking, the following people or entities can petition a court to designate a guardian: The elderly person. A spouse or domestic partner of the elderly person. A relative of the elderly person. A friend of the elderly person. A state or local government agency.

What is an elderly conservatorship?

Elderly guardianship, also known as elderly conservatorship, is a legal relationship created when a court appoints an individual to care for an elderly person who is no longer able to care for himself or herself. The appointed guardian has certain duties and responsibilities to the elderly person.

What is a court hearing for guardianship?

A court hearing in which the judge reviews the petition, listens to statements, determines whether the elderly person lacks the ability to care for himself or herself, and decides whether to grant the guardianship petition.

What is the form for appointment of conservator?

Filing a Petition for Appointment of Conservator form , which requires information about the elderly person, the person filing the petition, relatives of the elderly person, and the reasons why guardianship is necessary. The petitioner must also explain why alternatives to a guardianship are not available or appropriate ...

What is the duty of a guardian?

A guardian has a duty of care towards the elderly person. In plain terms, this means that the guardian must put the interests of the elderly person first.

Is elderly guardianship a last resort?

Courts consider elderly guardianship to be the last resort option because of the drawbacks mentioned above. Depending on the state you live in, possible alternatives to guardianship include: