MHL ARTICLE 81 - New York State Unified Court System

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TABLE OF CONTENTS I. RELATIONSHIP BETWEEN ARTICLE 81 & OTHER PROVISIONS OF LAW. . . . . . 1 A. MHL Article 78....................................................1 B. SCPA 17-A and SCPA 17 (and other matters involving minors). . . . . . . . . . . . . . 2 C. Guardian ad litem...................................................7 (i) Generally...................................................7 a. Compensation of GAL..................................10 (ii) Does not have authority to consent to settlement of behalf of Ward.. . . . 11 (iii) Does have authority to consent to settlement on behalf of Ward. . . . . . . 13 D. Powers of attorney/health care agents/trustees . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 E. Testamentary capacity/Revocation of Wills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 F. Matrimonial law...................................................24 G. Habeas corpus. ...................................................26 H. MHL Art 79 (Guardianship for Veterans) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 I. Collections Matters. ...............................................28 J. Assisted Outpatient Treatment (Kendra’s Law). . . . . . . . . . . . . . . . . . . . . . . . . . 28 K. Comparison to CPLR Art. 12 Infant Compromise . . . . . . . . . . . . . . . . . . . . . . . . 29 II. FUNCTIONAL LIMITATIONS/ALTERNATIVE RESOURCES/BEST INTERESTS OF IP ....................................................................29 III. EFFECT OF GUARDIANSHIP ON RIGHTS OF AIP.. . . . . . . . . . . . . . . . . . . . . . . . . . 40 A. Transfer to nursing home............................................40 B. Consent to psychiatric hospitalization and treatment. . . . . . . . . . . . . . . . . . . . . . 42 -a-
C. Voiding questionable marriages and other contracts. . . . . . . . . . . . . . . . . . . . . . . 44 D. Use of AIP’s funds ................................................48 E. AIP’s and Guardian’s right to sue or be sued. . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 F. Limitations on Guardian’s powers.....................................57 G. Power to do Estate and Medicaid planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 (i) Substituted judgment . .......................................59 (ii) Medicaid Planning trusts: Supplemental Needs/Pooled Trusts. . . . . . . . . 67 a. Funds that can be placed into trust.. . . . . . . . . . . . . . . . . . . . . . . . 67 (i) Personal injury awards/own funds. . . . . . . . . . . . . . . . . . . 67 (ii) Inheritances. ...................................72 (iii) Income and benefits..............................73 b. Proper trustees........................................75 c. Pooled trusts..........................................77 d. Notice to and Involvement of local DSS . . . . . . . . . . . . . . . . . . . 79 e. Creation of SNT/Proper petitions and petitioners .. . . . . . . . . . . . 80 f. Proper Court .........................................81 g. Reformation of Trusts to SNTs .. . . . . . . . . . . . . . . . . . . . . . . . . . 83 h. Trustee Compensation/Legal Fees . . . . . . . . . . . . . . . . . . . . . . . . 85 i. Court supervision of trusts ..............................86 j. Termination of trust . ..................................87 k. Particular Terms of Trust................................87 (i) Attorneys Fees Subject to Review by Court . . . . . . . . . . . 87 -b-
Page 1: ___________________________________
Page 5 and 6: N. Change of IP’s domicile.......
Page 7 and 8: (ii) Counsel for Cross - petitioner
Page 9 and 10: L. Appeals ........................
Page 11 and 12: effect to prior determinations. Mat
Page 13 and 14: Matter of John J.H., 27 Misc. 3d 70
Page 15 and 16: Matter of Forcella, 188 Misc. 2d 13
Page 17 and 18: Matter of Farah P., 11/7/08 NYLJ 27
Page 19 and 20: Matter of Saks, NYLJ, 9/15/97, p. 2
Page 21 and 22: potential to act as a disincentive
Page 23 and 24: D. Powers of attorney/health care a
Page 25 and 26: of his daughters, his other daughte
Page 27 and 28: made on the theory that the AIP mad
Page 29 and 30: Haymes v. Brook Hospital, 287 A.D.2
Page 31 and 32: probate upon a finding that the ind
Page 33 and 34: th Matter of Estate of Rose McClosk
Page 35 and 36: the support. The Appellate Division
Page 37 and 38: I. Collections Matters Matter of G.
Page 39 and 40: disagreement with her father’s ch
Page 41 and 42: cart, her hygiene was described as
Page 43 and 44: nd In the Matter of Joseph S., 25 A
Page 45 and 46: guardian is warranted under Mental
Page 47 and 48: d Matter of Marguerite VV, 226 A.D.
Page 49 and 50: where 62-year-old respondent husban
Page 51 and 52: Matter of Jospe (Grala), NYLJ, 1/30
Page 53 and 54:
C. Voiding questionable marriages a
Page 55 and 56:
declaration that the AIP’s marria
Page 57 and 58:
Matter of Jayne Johnson, 172 Misc.2
Page 59 and 60:
Matter of Marmol (Pineda), 168 Misc
Page 61 and 62:
conduct the litigation. Sasscer v.
Page 63 and 64:
for any other cause which to the co
Page 65 and 66:
Surry Hotel Assoc., LLC v. Sabin, N
Page 67 and 68:
approve it, the divorce could not b
Page 69 and 70:
Matter of M.L., 25 Misc. 3d 1217A;
Page 71 and 72:
transferred to a facility eligible
Page 73 and 74:
Matter of Baird, 167 Misc.2d 526; 6
Page 75 and 76:
Matter of Mattei, 169 Misc.2d 989;
Page 77 and 78:
transfer of additional assets that
Page 79 and 80:
the application without prejudice t
Page 81 and 82:
payments for medical care and did n
Page 83 and 84:
there may be no recovery by the Sta
Page 85 and 86:
Matter of Lauro, 44 A.D.2d 951; (19
Page 87 and 88:
NYS Association for Retarded Childr
Page 89 and 90:
e. Creation of SNT/Proper petitions
Page 91 and 92:
Matter of the Application of Wachov
Page 93 and 94:
had he been presented with the opti
Page 95 and 96:
trust prior to its funding (SCPA 40
Page 97 and 98:
easonableness by the court. (ii) Am
Page 99 and 100:
Matter of De Las Nueces, NYLJ, Augu
Page 101 and 102:
Matter of Hector S., 11/18/09 NYLJ,
Page 103 and 104:
Palmara v. Palmara, 2011 NY Slip Op
Page 105 and 106:
Simar Holding Corp. v GSC, 27 Misc3
Page 107 and 108:
time family attorney, she was repre
Page 109 and 110:
een able to understand questions su
Page 111 and 112:
nd Matter of Rita R., 26 AD3d 502;
Page 113 and 114:
her friend and neighbor to be her g
Page 115 and 116:
Matter of Guardianship of B., 190 M
Page 117 and 118:
to withhold and/or withdraw life-su
Page 119 and 120:
DID change the domicile because the
Page 121 and 122:
IV. GUARDIANS A. Proper guardians (
Page 123 and 124:
discharge of guardianship duties pr
Page 125 and 126:
prohibited his appointment and that
Page 127 and 128:
co-guardian to assist him in carryi
Page 129 and 130:
care. He also sold AIP’s home and
Page 131 and 132:
Matter of Ethan Hylton, 2005 NY Mis
Page 133 and 134:
it is noted that the niece lived in
Page 135 and 136:
a Medicaid application and for peti
Page 137 and 138:
to include the power to do extensiv
Page 139 and 140:
D. Protective Arrangements/Single T
Page 141 and 142:
F. Breach of fiduciary duty/removal
Page 143 and 144:
Matter of Joshua H. (Anonymous), 80
Page 145 and 146:
Matter of Rebecca P., 24 Misc. 3d 1
Page 147 and 148:
substantial guardianship assets as
Page 149 and 150:
Matter of Gerald J. Friedman, NYLJ,
Page 151 and 152:
d Matter of Boice, 226 A.D.2d 908;
Page 153 and 154:
I. Compensation nd Matter of Verna
Page 155 and 156:
lawfully be required to serve witho
Page 157 and 158:
part of MHL Art 79; (3) that MHL Ar
Page 159 and 160:
Matter of Nicks, NYLJ, 1/29/98, p.
Page 161 and 162:
with an independent co-guardian of
Page 163 and 164:
Federal Court for alleged violation
Page 165 and 166:
proceeding. The law firm failed to
Page 167 and 168:
Matter of Harry G., 12 Misc. 3d 232
Page 169 and 170:
alleging that there was information
Page 171 and 172:
declined to accept the transferred
Page 173 and 174:
Matter of S.A.W., June 5, 2007, NYL
Page 175 and 176:
in interest, his or her residence c
Page 177 and 178:
whether such powers are appropriate
Page 179 and 180:
wanted to terminate its relationshi
Page 181 and 182:
practice for 6 months and ordered t
Page 183 and 184:
d Matter of Grace “PP”, 245 A.D
Page 185 and 186:
to pay the legal fees for MHLS as c
Page 187 and 188:
Matter of Naimoli (Rennhack), NYLJ,
Page 189 and 190:
(v) Non-petitioning Nursing home Ma
Page 191 and 192:
. To whom fees paid (i) Retained co
Page 193 and 194:
attorney appointed pursuant to sect
Page 195 and 196:
at the amounts it awarded to the Co
Page 197 and 198:
days before the trial date the part
Page 199 and 200:
nd Matter of Tijuana M., 303 A.D.2d
Page 201 and 202:
Estate of Marguerite Porter, 2007 N
Page 203 and 204:
also consider the best interests of
Page 205 and 206:
who may have relatively limited ass
Page 207 and 208:
Matter of G. S., 17 Misc. 3d 303;84
Page 209 and 210:
dismissed. Matter of Maier, NYLJ, 2
Page 211 and 212:
F. Hearings (i) Hearing required Ma
Page 213 and 214:
In the Matter of The Application of
Page 215 and 216:
a. Presence of AIP at hearing / Bed
Page 217 and 218:
Matter of Whitehead, 169 Misc.2d 55
Page 219 and 220:
(iii) Applicability of rules of evi
Page 221 and 222:
d Matter of Ruth “TT”(Mc Ghee),
Page 223 and 224:
Matter of Tara X., NYLJ, 9/18/96, p
Page 225 and 226:
Evaluator’s claim that opening th
Page 227 and 228:
f. Information Subpoenas Matter of
Page 229 and 230:
was not due to undue influence or i
Page 231 and 232:
of the NY Article 81 proceeding and
Page 233 and 234:
voluntarily, rendering petition moo
Page 235 and 236:
she can pay her bills and resides i
Page 237 and 238:
applied to Supreme Court and was gr
Page 239 and 240:
Supreme Court of jurisdiction and t
Page 241 and 242:
cases, emergency and rent-control c
Page 243 and 244:
of a guardian, it had failed to mak
Page 245 and 246:
Matter of John D., 9/15/09 NYLJ 40
Page 247 and 248:
Matter of Lainez, 11 Misc.3d 1092A;
Page 249 and 250:
d Matter of Lee “I” (Murphy), 2
Page 251 and 252:
Division affirmed . See related cas
Page 253 and 254:
th Matter of Peer (Digney), 50 A.D.
Page 255 and 256:
grounds: (1) a cause of action for
Page 257:
Collected and compiled by: Lesley D
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MHL ARTICLE 81 - New York State Unified Court System

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