MHL ARTICLE 81 - New York State Unified Court System

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(ii) Amendment of Trust Only Upon Court Approval.. . . . . . 88 (iii) Reversal of Gifts and Planning Devices. . . . . . . . . . . . . . 88 (iv) Dispensing with Annual Accounting . . . . . . . . . . . . . . . . 89 (v) Accounting Required Under Article 81 Methods. . . . . . . 89 (vi) Terms Against the Best Interest of the Beneficiary and/or Against Public Policy.............................90 l. Retroactive Establishment...............................90 m. Payback to State.......................................91 n. Calculation of NAMI...................................92 o. SNT as Alternative to Guardianship. . . . . . . . . . . . . . . . . . . . . . . 93 H. Voiding previously executed legal instruments including Wills, Conveyances, Contracts, Health Care Proxies and Powers of Attorney . . . . . . . . . . . . . . . . . . . . . . . . . 93 I. Guardian may waive professional privileges on behalf of ward. . . . . . . . . . . . . 102 J. Guardian's power to protect ward's assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 K. Least restrictive alternative/Deprivation of liberty . . . . . . . . . . . . . . . . . . . . . . 102 L. Major medical/end of life decisions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 (i) Pre-Family Health Care Decisions Act. . . . . . . . . . . . . . . . . . . . . . . . . . 104 (ii) Family Health Care Decisions Act.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 a. Legislative Intent.....................................106 b. Honoring Preferences of Person Facing Death. . . . . . . . . . . . . . 106 c. Retroactivity.........................................108 d. Burden of Proof/Clear and Convincing Evidence . . . . . . . . . . . 108 e. Appeals. ...........................................108 M. AIP As Incapacitated Fiduciary......................................109 -c-
N. Change of IP’s domicile............................................109 O. Right/Obligation to Testify. ........................................110 P. Landlord/Tenant Issues. ...........................................110 IV. GUARDIANS. ........................................................112 A. Proper guardians. ................................................112 (i) Preference for Family Members Unless Unfit or Conflict . . . . . . . . . . . 112 (ii) Public agencies ............................................121 (iii) Out of State/Foreign guardians. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 (iv) Counsel or court evaluator as guardian. . . . . . . . . . . . . . . . . . . . . . . . . . 124 (v) Creditors as Guardians.......................................125 (vi) Conflict of Interest, Generally.................................125 B. Temporary guardians..............................................126 C. Special Guardians. ...............................................128 D. Protective Arrangements/Single Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . 130 E. Nomination of guardians...........................................130 F. Breach of fiduciary duty/removal/sanctions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 G. Discharge/Termination.............................................142 H. Multiple wards...................................................143 I. Compensation. ..................................................144 J. Co-Guardians....................................................151 K. Defacto Guardians................................................153 L. Whether a Power is a Personal or Property Power. . . . . . . . . . . . . . . . . . . . . . . 153 -d-
Page 1 and 2: ___________________________________
Page 3: C. Voiding questionable marriages a
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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