Showing posts with label Conservatorship. Show all posts
Showing posts with label Conservatorship. Show all posts

Thursday, September 29, 2011

The Basic Stages of Life

There are three basic stages of life when contemplating estate planning.




  1. Individual is alive and mentally competent


  2. Individual is alive and mentally incapacitated


  3. Individual has died
Each of these stages is handled differently.

Individual is alive and mentally competent
When an individual is alive and mentally competent, estate planning documents can be in place, but most likely the documents are sleeping (or not being used) during this stage of life.

Individual is alive and mentally incapacitated
When an individual is alive but mentally incapacitated, there are certain estate documents that if prepared ahead of time allow family members to step in and begin acting on behalf of the incapacitated individual. The kind of documents that might be prepared for this stage of life are:




  • health care power of attorney


  • medical directive (pull-the-plug)


  • health care directive


  • financial power of attorney


  • do not resuscitate (In Utah, an individual can only obtain a DNR by contacting a physician and filling out the DNR with the physician.)
If these documents are not in place before an individual becomes incapacitated, family members will go to court to obtain conservatorship or guardianship appointment in order to act for an incapacitated person.

Individual has died
When an individual has died, any powers of attorney used during incapacity becomes void and family members must turn to any will or trust that has been established to deal with this stage. If an individual has prepared a trust and/or will, family members can begin the process of accessing assets, paying bills, and distributing assets to the beneficiaries of the deceased person. If the person dies without estate documents in place, most likely the family members will need to go through probate to obtain authority to access and distribute any property of the deceased person.

In contemplating estate planning, it is important to be aware of the three stages of life and prepare for each stage.

Thursday, June 11, 2009

Can you recruit someone into the marines who's been declared incapacitated?

A Marine Corps private facing a court martial that will put him away for years, somehow enlisted in the service despite being diagnosed with autism and being subject to a conservatorship. Autism impairs comprehension skills, communication skills, and results in restricted and repetitive behavior.

As he grew up he spent time in a lockdown treatment center and a group home. His grandmother is his court ordered conservator because he is “developmentally disabled” and “unable to provide for his … personal needs for physical health, food, clothing or shelter.”

He enlisted in the Marine Corps Jan 2008 and completed boot camp. He was found with child pornography went awol. His attorney claims he was exploited to meet recruitment goals and that they can't court martial him, because he never had the capacity to consent to enrollment in the first place.

The young man also had a history of trouble in his past. His parents were drug addicts and had constant behavior problems. He spent 15 months in a correctional facility for theft and "other" behavior problems.

The whole article's at signonsandiego.com via disabilityscoop.com