TABLE OF CONTENTS
I. INTRODUCTION ....................................................................................................... 3
II. SUBSTITUTE DECISION MAKING ........................................................................... 4
A. Appointing a Substitute Decision Maker ............................................................ 5
B. Powers of Attorney for Property and Personal Care ......................................... 5
C. Guardians of Property and of the Person........................................................... 8
- Guardians of Property ........................................................................................ 9
- Guardians of the Person .................................................................................. 13
- Powers, Duties and Obligations of Guardians ................................................. 13
- Qualification of Guardians ................................................................................ 17
D. Does the Client Have an Attorney or Guardian? .............................................. 17
III. Can A Person Under Guardianship Instruct Counsel? ....................................... 18
A. Ethical Issues Related to Determining Capacity to Instruct .............................. 20
B. Communicating with Guardians ....................................................................... 22
IV. PROTECTING THE RIGHTS OF CLIENTS SUBJECT TO A
GUARDIANSHIP ..................................................................................................... 24
A. Dealing with Concerns of Clients without Terminating Guardianship ............... 24 - Office of Public Guardian and Trustee is Statutory Guardian of
Property ........................................................................................................... 25 - Statutory Guardians (other than PGT) ............................................................. 26
- Court Appointed Guardians ............................................................................. 27
B. Terminating a Guardianship ............................................................................. 30 - Removing a Statutory Guardian (PGT or Other) .............................................. 30
- Terminating a Court Appointed Guardianship .................................................. 32
V. CAPACITY ASSESSMENTS .................................................................................. 37
A. Who Should Prepare Assessment ................................................................... 39
B. Who Pays for Assessment ............................................................................... 40
C. Preparing a Client for an Assessment ............................................................. 41
D. Rights Advice ................................................................................................... 42
VI. CONCLUSION: OTHER ISSUES ............................................................................ 42
A. Reasserting Autonomy..................................................................................... 42
B. Future Instances of Incapacity ......................................................................... 43