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IBA: Indiana Legislature Passes New Guardianship Laws

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By Rebecca Geyer, Hollingsworth & Zivitz, PC
 

Rebecca Geyer Geyer

The Indiana legislature passed several new guardianship laws in the 2011 legislative session which impact guardianships of minor children and incapacitated adults. Effective July 1, 2011, Indiana’s new standby guardianship statute (Ind. Code Sec. 29-3-3-7) allows the parent of a minor or the guardian of a protected person to designate a standby guardian for the minor or protected person in a written declaration. An alternate standby guardian may also be named in the declaration. The designated standby guardian begins serving as guardian of the minor or protected person upon the death or incapacity of the parent or guardian. The statute is intended to ensure that a minor or protected person has a legal guardian in place until a petition for guardianship of the minor or protected person can be heard following the parent’s or guardian’s death. The standby guardian’s authority terminates ninety (90) days after it becomes effective; however, if the designated standby guardian files a petition for a guardianship of the minor or protected person during that ninety (90) day period, the authority of the standby guardian remains in effect until the court rules on the petition. This new legislation could have interesting effects, especially for the children of divorced couples. The custodial parent of a minor child could utilize the new statute to appoint someone other than the child’s other parent as legal guardian should he or she become incapacitated or die, and this authority would remain in effect for at least ninety (90) days or until a court decides who should have legal guardianship over the minor child should the standby guardian petition for guardianship.

The Indiana legislature also passed the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act. The Act is designed to address the issue of which state has jurisdiction over guardianship proceedings for a protected person. The issue has become increasingly common as our population ages and individuals reside or own property in more than one state. Imagine a couple who reside in Florida but rents property in Indiana each summer to be near their family. Soon after arriving in Indiana, Husband becomes seriously ill and family members must petition for guardianship in order to handle his personal and financial affairs. Which state should have jurisdiction over the guardianship proceedings – Indiana or Florida? Previous Indiana law gave Indiana courts jurisdiction over the guardianship proceedings because Husband is physically residing here despite having his permanent home in Florida. The Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act is designed to address these issues. Indiana is one of about 20 states to adopt the uniform changes which create more uniform guardianship laws throughout the country and reduce conflicts between the states.

Under the new Uniform Act, a Court would have jurisdiction over an adult guardianship matter only if it passes certain tests. The first test in determining jurisdiction is the “home state” test. A Court has jurisdiction over an alleged incapacitated person if it is the individual’s home state, meaning that the person was physically present in that state (including any period of temporary absence) for at least six (6) consecutive months before the filing of the petition for guardianship or protective order. If the home state test is met, the Court has jurisdiction. If the “six (6) consecutive months before filing requirement” does not apply, there can still be a home state if the respondent was physically present in that state (including any period of temporary absence) for at least six (6) consecutive months ending anywhere within the period defined by the six (6) months before filing.

The Uniform Act also contains provisions concerning what happens when there are two simultaneous guardianship petitions in different states. If a court has yet to issue a final ruling, it is required to stay its proceedings and communicate with the other state’s court. One state may be required to dismiss the proceedings filed in its court if the other state is determined to be the more appropriate forum. If a court follows the new rules and makes a guardianship appointment before hearing any objection or before learning of the filing in another state, it would keep jurisdiction. Once a court has entered a final order consistent with the new law, that court keeps jurisdiction unless the case is transferred.

The new Uniform Act also sets up procedures for states to cooperate with each other regarding the transfer of guardianship cases. Under previous law, if a protected person moved to another state an entirely new guardianship proceeding would have to be brought in that state. Under the new Uniform Act, there is a procedure for cooperation between the states and the guardianship can be moved without re-litigating the incapacity of the protected person or the choice of guardian. The new rules also allow a guardianship in one state to be registered in another state. Following registration, the guardian has full power to act in the new state as if he or she were in the original state of jurisdiction.

Indiana’s temporary guardianship laws were also amended. Ind. Code Sec. 29-3-3-4 now extends the authority of a temporary guardian from sixty (60) days to ninety (90) days. The statute also updates the notice requirements for temporary guardianship to ensure that a copy of the petition for temporary guardianship, the court’s order setting a hearing on the petition for temporary guardianship, and the notice required by Ind. Code Sec. 29-3-6-2 are served on every person entitled to receive notice under statute and on each additional person to whom the court directs that notice be given on the earlier of the date a hearing is scheduled or when the court enters an order appointing a temporary guardian. The new statute is designed to ensure that petitioners make every effort to provide advance notice to all interested persons prior to the appointment of a temporary guardian or to at least explain the reasons why advance notice cannot or should not be given in compliance with Trial Rule 65.•

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  • Guardianship
    I gave tempparry guardship to a friend of my granddaughter in 2012. I went to prison. I had custody. My daughter went to prison to. We are out. My daughter gave me custody but can get her back. She was not order to give me custody . but now we want granddaughter back from friend. She's 14 now. What rights do we have
  • Any help is appreciated
    I know a lady whose daughter and son has guardianship over her. They do have a Home Health Care company coming in but they leave her with no money. If it wasn't for the daughter that lives with her(not one of the guardians) she would not even have food in her home. The guardians do not visit the lady very often and when they do they are constantly upsetting her. The guardians went behind the lady's back to get guardianship over her. They do not allow the lady to get any money out of her own bank account unless the daughter that is a guardian wants to go out then the daughter will get money out and makes the lady pay for her too. The guardians will not even allow the lady a copy of the guardianship paperwork so that way they lady cannot find out the judges name. The lady is wanting the guardianship revoked but the guardians have the judge believing that the lady is completely out of her mind and she most definitely is not! Is there any thing that the lady can do? or is she stuck in the guardians lies??
  • Relocation
    We have permanent guardianship of our 7-year old grandson in Indiana. His mother is in prison and his father currently lives with us. We want to move to Florida where my husband's brother and elderly mother live. Are we required to file a petition requesting to relocate with the minor child or merely a Notice to Relocate?
  • Temporary guardian
    We have been asked to take in a 2 no old baby because mother is in very unstable situation. We want to do this but will need help with expenses such as medical and formula... Do we have to have custody thru court?
  • temporary Guardianship
    We have a friend who has a 3 yr. old son. He was given full custody of the child by the Dept. of child services in Indiana. We had the child for 3years as a foster child. Since the case has closed the father has become homeless and jobless. He is wanting to give us temporary guardianship of the minor child until he can get back on his feet. We have filled out a online temp guardianship form for Indiana and have had it signed in front of a notary, and witnessed and recorded. This basically gives us the right to educational, health and travel rights. Is this enough or is there something else we need to do. We do not have the money for a extension lawyer and we definitely don't want to involve the Vigo county DCS office. Thank you
  • Co-Guardianship of Special Need Sibling
    Do I have to hire an attorney to get co-guardianship of my brother? My father has guardianship and my older sister was his co-guardian until this Dec 2014 when she passed and my father was me to go on as the co-guardian, but funds are limit and we need to get this process taken care of quickly as our fathers health isn't the greatest. So please advise me if there is anyway to do this our self or if it requires a lawyer? Thank you
  • Temporary Guardianship
    My mother got temporary guardianship of my children in 2012. my husband and I got divorced 2015 the judge ordered me to have full custody of all my children. Does this mean the temporary guardianship is over? I'm confused because my divorce papers say I have custody and he gets visits and i get to claim the kids every year on my taxes. So just wondered since I have in black and white that I have custody if I can go get my kids from my moms and not go to jail?
  • permanent guardianship
    My husban and I have permanent guardianship of our 6 year old grandson,and the mother has lost her parenting time with him,and now the mother is trying to terminate this,we have had him for over a year in a half.

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  1. On a related note, I offered the ICLU my cases against the BLE repeatedly, and sought their amici aid repeatedly as well. Crickets. Usually not even a response. I am guessing they do not do allegations of anti-Christian bias? No matter how glaring? I have posted on other links the amicus brief that did get filed (search this ezine, e.g., Kansas attorney), read the Thomas More Society brief to note what the ACLU ran from like vampires from garlic. An Examiner pledged to advance diversity and inclusion came right out on the record and demanded that I choose Man's law or God's law. I wonder, had I been asked to swear off Allah ... what result then, ICLU? Had I been found of bad character and fitness for advocating sexual deviance, what result then ICLU? Had I been lifetime banned for posting left of center statements denigrating the US Constitution, what result ICLU? Hey, we all know don't we? Rather Biased.

  2. It was mentioned in the article that there have been numerous CLE events to train attorneys on e-filing. I would like someone to provide a list of those events, because I have not seen any such events in east central Indiana, and since Hamilton County is one of the counties where e-filing is mandatory, one would expect some instruction in this area. Come on, people, give some instruction, not just applause!

  3. This law is troubling in two respects: First, why wasn't the law reviewed "with the intention of getting all the facts surrounding the legislation and its actual impact on the marketplace" BEFORE it was passed and signed? Seems a bit backwards to me (even acknowledging that this is the Indiana state legislature we're talking about. Second, what is it with the laws in this state that seem to create artificial monopolies in various industries? Besides this one, the other law that comes to mind is the legislation that governed the granting of licenses to firms that wanted to set up craft distilleries. The licensing was limited to only those entities that were already in the craft beer brewing business. Republicans in this state talk a big game when it comes to being "business friendly". They're friendly alright . . . to certain businesses.

  4. Gretchen, Asia, Roberto, Tonia, Shannon, Cheri, Nicholas, Sondra, Carey, Laura ... my heart breaks for you, reaching out in a forum in which you are ignored by a professional suffering through both compassion fatigue and the love of filthy lucre. Most if not all of you seek a warm blooded Hoosier attorney unafraid to take on the government and plead that government officials have acted unconstitutionally to try to save a family and/or rescue children in need and/or press individual rights against the Leviathan state. I know an attorney from Kansas who has taken such cases across the country, arguing before half of the federal courts of appeal and presenting cases to the US S.Ct. numerous times seeking cert. Unfortunately, due to his zeal for the constitutional rights of peasants and willingness to confront powerful government bureaucrats seemingly violating the same ... he was denied character and fitness certification to join the Indiana bar, even after he was cleared to sit for, and passed, both the bar exam and ethics exam. And was even admitted to the Indiana federal bar! NOW KNOW THIS .... you will face headwinds and difficulties in locating a zealously motivated Hoosier attorney to face off against powerful government agents who violate the constitution, for those who do so tend to end up as marginalized as Paul Odgen, who was driven from the profession. So beware, many are mere expensive lapdogs, the kind of breed who will gladly take a large retainer, but then fail to press against the status quo and powers that be when told to heel to. It is a common belief among some in Indiana that those attorneys who truly fight the power and rigorously confront corruption often end up, actually or metaphorically, in real life or at least as to their careers, as dead as the late, great Gary Welch. All of that said, I wish you the very best in finding a Hoosier attorney with a fighting spirit to press your rights as far as you can, for you do have rights against government actors, no matter what said actors may tell you otherwise. Attorneys outside the elitist camp are often better fighters that those owing the powers that be for their salaries, corner offices and end of year bonuses. So do not be afraid to retain a green horn or unconnected lawyer, many of them are fine men and woman who are yet untainted by the "unique" Hoosier system.

  5. I am not the John below. He is a journalist and talk show host who knows me through my years working in Kansas government. I did no ask John to post the note below ...

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