| Dear Mr. Premack: My
father is getting older and is starting to need help with his checkbook
and daily tasks. I have been helping him. He has been shying away from
telling anything to my sister because she was always so pushy. He says
he doesn’t want her help and she resents it. Now she is making waves and
told me she is going to see an attorney. What should I do to respond? –
M.N. The first thing you should realize is that your father is the
person in charge of his own legal issues. You may be the person that he
relies on, but you cannot make official decisions for him until you are
legally authorized. As such, the first thing that needs to happen is
that your father needs to visit his own attorney.
Two ways exist for someone else (you or your sister) to legally make
decisions for your father. The first is Guardianship, which is designed
to 1) remove legal authority from your father if he is proven to be
incapacitated, and 2) to assign that authority to a Guardian for
management of his financial estate and control over his medical care.
Guardianship is an involuntary court proceeding, so there are a
number of procedural safeguards designed to protect your father’s legal
rights. One safeguard requires action from him: a Declaration of
Guardian. This is a document that he can sign while he is still healthy,
declaring that if someone should ever try to impose a Guardianship on
him in the future, he selects a certain person as his Guardian and
rejects other people as his Guardian.
If he has signed a Declaration (his attorney must prepare it, and it
requires two independent witnesses and a self-proving affidavit) then
anyone he rejects as Guardian is legally disqualified. If he rejects
your sister and later she attempts to become Guardian, the court must
reject her as well. That strategy keeps her from gaining control.
The second way that someone can legally make decisions for your
father is for him to voluntarily grant authority. He should, at the same
time that he makes a Declaration of Guardian, sign two other legal
documents: a Durable Power of Attorney for financial management and a
Medical Power of Attorney. He can designate you as his Agent, giving you
legal authority to handle his finances and to make his medical decisions
if he becomes incapacitated. He should also select alternative agents,
in case you die or become disabled.
Once those documents are in place, you have authority to act as your
father’s agent in a fiduciary capacity. You must always act in his best
interest. Your sister’s only opportunity to interfere is to file for
Guardianship, and she is blocked by the Declaration of Guardian.
The next thing your father and you should consider, once the legal
issues are settled, is healing his relationship with your sister. She
resents that he does not want her help, which means that she does desire
to help. Is her pushiness a symptom of his rejecting her? As he ages,
your father would do well to re-examine how he relates to your sister
and might seek the assistance of a family therapist to address the
emotional issues. |