Intro to California Guardianships


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Introduction to California Guardianships

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Intro to California Guardianships

  1. 1. GUARDIANSHIPS <ul><li>Daniel K. Printz, Esq. </li></ul><ul><li>THE LAW OFFICE OF DANIEL K. PRINTZ </li></ul><ul><li>Serving California Families and Businesses </li></ul>
  2. 2. What is a Guardianship? <ul><li>A Guardianship is when a Court appoints an adult who is not the child’s parent to take care of the child or the child’s property. </li></ul><ul><li>Two Types: </li></ul><ul><ul><li>Guardian of the Person </li></ul></ul><ul><ul><li>Guardian of the Estate </li></ul></ul>
  3. 3. Why is Guardianship Necessary? <ul><li>No parent is available due to: </li></ul><ul><li>Death </li></ul><ul><li>Incapacity </li></ul><ul><li>Imprisonment </li></ul><ul><li>Loss of parental rights (e.g., adoption) </li></ul>
  4. 4. What is a Guardian of the Person? <ul><li>Guardianship of the Person is set up because a child is living with an adult who is not a parent, and the adult needs the legal authority to make decisions on behalf of the child. </li></ul><ul><li>In a Guardianship of the Person, the guardian has full legal and physical custody of the child. </li></ul>
  5. 5. What does the Guardian of the Person do? <ul><li>The guardian generally has the same responsibilities as a parent. </li></ul><ul><li>The guardian is responsible for the child’s care, including the child’s: </li></ul><ul><ul><li>Food, clothing and shelter </li></ul></ul><ul><ul><li>Safety and protection </li></ul></ul><ul><ul><li>Physical and emotional growth </li></ul></ul><ul><ul><li>Medical and dental care </li></ul></ul><ul><ul><li>Education and any special needs. </li></ul></ul>
  6. 6. What is a Guardian of the Estate? <ul><li>A Guardian of the Estate manages a child’s income, money, or other property until the child turns 18. </li></ul><ul><li>A child may need a Guardian of the Estate if s/he inherits money or assets. If there is a surviving Parent, the Court will appoint someone to be the Guardian of the child’s Estate. </li></ul>
  7. 7. What does the Guardian of the Estate do? <ul><li>Provide funds for child’s health, education, support, and maintenance. </li></ul><ul><li>Ensure assets are working for the child, earning interest, etc. </li></ul><ul><li>Protect assets from loss by embezzlement, theft, fire, etc., by securing and insuring . </li></ul>
  8. 8. Can they be the same person? <ul><li>Yes. </li></ul><ul><li>Some reasons to choose two different persons to serve as Guardians: </li></ul><ul><ul><li>To protect the Guardian of the Person from temptation. </li></ul></ul><ul><ul><li>If the preferred Guardian of the Person not financially responsible. </li></ul></ul><ul><ul><li>If the preferred Guardian of the Estate doesn’t share your family values. </li></ul></ul><ul><ul><li>To provide Checks and Balances for each other. </li></ul></ul>
  9. 9. How are Guardians appointed? <ul><li>Probate Court hearings </li></ul><ul><li>Your nomination is a primary consideration </li></ul><ul><li>Judge decides, based on input from: </li></ul><ul><ul><li>The parents (through your written nomination) </li></ul></ul><ul><ul><li>A Court investigator </li></ul></ul><ul><ul><li>An attorney appointed for the child </li></ul></ul><ul><ul><li>Family and friends, if offered </li></ul></ul>
  10. 10. What if I don’t nominate a Guardian? <ul><li>Again, the Court will decide, but this time without your input. </li></ul><ul><ul><li>Who will tell the Court about ‘odd Uncle Johnny’ and ‘flaky aunt Jill?’ </li></ul></ul><ul><ul><li>How will the Court know what relatives share your values? </li></ul></ul><ul><ul><li>How will the Court know that Joe and Jane are your good friends and share your values, while your brother Jacky is practically a stranger? </li></ul></ul>
  11. 11. “ Anyone but my wacky brother Jacky!”
  12. 12. How do I nominate a Guardian? <ul><li>Probate Code Sections 1500, et seq. </li></ul><ul><li>In writing, usually in a Will. </li></ul><ul><li>Where other parent nominates or consents in writing to the same Guardian (or pre-deceases). </li></ul><ul><li>Can be conditional: “I nominate Sarah Jessica Parker, IF she is still married to Matthew Broderick as of the date this nomination is considered.” </li></ul>
  13. 13. Should I nominate backups? <ul><li>Absolutely. </li></ul><ul><li>Your preferred Guardian might be unavailable (due to death, incapacity, or imprisonment). </li></ul><ul><li>Your preferred Guardian might be unwilling. </li></ul><ul><li>Your preferred Guardian might become Guardian, and THEN become unavailable or unwilling. </li></ul>
  14. 14. What can the Law Office do to help me? <ul><li>Guardian Nomination only </li></ul><ul><li>Simple Wills </li></ul><ul><li>Wills + Incapacity Documents </li></ul><ul><li>Testamentary Trust </li></ul><ul><li>Testamentary Trust + Incapacity Documents </li></ul><ul><li>Complete Estate Plan, including Revocable Trust </li></ul><ul><li>$50 </li></ul><ul><li>$200 ($100/parent) </li></ul><ul><li>$300 ($150/parent) </li></ul><ul><li>$500 ($250/parent) </li></ul><ul><li>$700 ($350/parent) </li></ul><ul><li>$1,800-$2,500 </li></ul>
  15. 15. How do I contact the Law Office? <ul><li>Fill out the form at this meeting. </li></ul><ul><li>Call for an appointment: </li></ul><ul><ul><li>(858) 740-4370 </li></ul></ul><ul><li>Email us to set up an appointment: </li></ul><ul><ul><li>[email_address] </li></ul></ul>
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