GuardianGuardian The Professional SEPTEM ER 2013 · The Honorable Jack St. Arnold North County...

Mark Your

Calendar

Tuesday 9/17

NO

MEMBERSHIP MEETING

THIS MONTH

Tuesday 9/17, 3:30pm

MONTHLY BREAKFAST

Suncoast Hospice Liaison Team

Suncoast Hospice

2675 Tampa Road, Palm Harbor

GuardianGuardian

The Professional SEPTEMBER 2013

A publication by the Guardian Association of Pinellas County for the purpose of promoting advocacy & education

Monday 9/9, 1:00pm

BOARD MEETING

The Plaza at the Palms

Alt Keene Road

Suncoast Hospice Liaison Team

This month’s breakfast will be held at Hospice North County,

2675 Tampa Road, Palm Harbor at 9:00am on Friday 9/27. Our speakers

will be the Suncoast Hospice Liaison Team who will enlighten us about

the many programs and services offered by Hospice.

Join us for a lively discussion, wonderful breakfast and great net-

working opportunity.

SEPTEMBER Breakfast Speaker

Association Communications

P.O. Box 1826

Pinellas Park, FL 33780

Phone (727) 323-9380

[email protected]

www.guardianassociation.org

Friday 9/20

EDUCATION COM MEETING

Pacifica Senior Living 620 Belleair Road, Clearwater

ANNUAL CONFERENCE

Guardianship

2013:

Discovering the

Magic

Dispelling the

Myths

Friday, September 13, 2013

Hilton St. Petersburg Carillon Park

Early Registration Deadline September 1

Friday 9/27, 9:00am

Letters of Intent and Resumes due for

board of directors election in Novem-

ber. See page 3 for details See inside pages for more details

IDENTIFICATION BADGE ORDER FORM

Gold identification badges are available to members for $ 15. Badges will be mailed to your address.

For information contact Susan Ugan (727) 742-4546

________________________________ Name on Badge

(Title will read Professional Guardian) _________________________________________________

Shipping Address __________________________________________

City, State, Zip ________________________________

Email or phone

Officers

Irene Rausch, President 784-4200 [email protected]

Susan Ugan, Vice President 742-4546 [email protected]

Sherry Dunn, Secretary 392-3374 [email protected]

Sue Schramek, Treasurer 791-3972 [email protected]

Board Members

Mark Grande 785-0973 [email protected]

Trisha Randall 553-5100 [email protected]

Will Slicker 322-2795 [email protected]

Dale Smrekar 813-244-4160 [email protected]

Ralph Spencer 531-0225 [email protected]

Cynthia Van Vliet 253-3735 [email protected]

Rebecca Weitzel 467-9464 [email protected]

Past President Correy Pastore 823-7033 [email protected]

Committees

Administration Committee Chair—Irene Rausch

Budget & Finance Committee Chair—Sue Schramek

By-Laws Committee/Legislation Co-chair—Will Slicker, Cynthia VanVliet

Education & Conference Committee Chair—Rebecca Weitzel

Membership/Public Relations Committee Co-Chair—Mark Grande, Trisha Randall

Newsletter Editor and Breakfast Facili-ties Coordinator—Phyllis Johnson

596-8919 or [email protected]

Association phone: (727) 323-9380 [email protected]

Annual Conference Friday, September 13

We are looking forward to a great educational and

networking opportunity at the Association’s annual confer-

ence. There are three tracks again this year: Legal, Medical

and Practice with a wide array of topics to choose from. The

keynote speakers Judge Jack St. Arnold, Senator Jack Lat-

vala and Dr. James Messina will provide not only infor-

mation but inspiration as well. Early registration discount

ends 8/31. So, if you haven’t already registered, you only

have a few days left before the price increases.

There is also an opportunity to promote your busi-

ness by becoming a table sponsor. The cost is $ 100 and in-

cludes lunch for the sponsor, recognition on the table center-

piece and in the conference book and association newsletter.

And you can take the centerpiece home. The fee does not

include conference registration however. See page 11 for a

glimpse of the centerpiece.

Thanks to sponsor Deeb Elder Law, there will be

complimentary valet parking this year. Quite an improve-

ment over last year! A big thank you to our other sponsors:

Breakfast Sponsor, Aging Wisely and Easy Living; the

Morning Break Sponsor, attorney Will Slicker and Grace

Ignicio, Medicare Maven.; Afternoon Break sponsor, Coven-

try Healthcare and the Audio Visual Equipment Sponsor,

Arcadia Home Care and Staffing. Please stop by their exhib-

it tables and all the other fine companies that will have ex-

hibit tables. Their support helps keep the cost of the annual

conference affordable. See you soon.

2013 Board of Directors From the

President’s Desk By Irene Rausch

2

For the first time, the election of new board members will be held on-line via Survey Monkey. There will be a 2 day window of time to vote on-line. Dates for voting will be announced in the newsletter and members receive a notice via email. If you do not choose to vote on-line, you may attend the general meeting November 19 and vote in person. Installation of new board members will take place at the January 2014 general membership meeting

Officers The board elects the officers of the Asso-ciation; this has taken place at the Board Plan-ning Retreat that occurs in early January. The by-laws require that the offices of President, Vice President and Secretary be a guardian. The office of Treasurer may be a guardian or affiliate member.

Board Member Responsibilities

Attend Board of Director meetings Attend General Membership Meetings Attend the board planning retreat Chair or serve on a committee

Dues Renewal

Membership Dues Renewal date was 7/31. If you missed the deadline, you will have to pay your dues in order to register for the conference at the member rate. There are 2 ways to do this: You can pay the mem-ber dues via paypal on-line first and then register for the conference or you can mail the dues and the registration in at the same time. Please send registration form along with the fees to: GAPC, c/o Sue Schramek, Treasurer, 1501 N Belcher Road # 219, Clearwater, Fl 33765.

Nominations for Board of Directors Deadline for Submissions September 20

3

Board of Directors Seats up for Election 2013

Sherry Dunn (gdn) 392-3374 [email protected]

Mark Grande 785-0973 [email protected]

Irene Rausch (gdn) 784-4200 [email protected]

Dale Smrekar 813-244-4160 [email protected]

Ralph Spencer (gdn) 531-0225 [email protected]

Susan Ugan (gdn) * 742-4546 [email protected] (cannot run again due to term limits)

Nominating Committee

Susan Ugan Chairman 742-4546 [email protected]

Sherry Dunn 392-3374 [email protected]

Maryanne Fisher, Arden Courts 771-1600 332- [email protected]

Procedure

Interested persons must submit a resume and Letter of Intent stating their desire to run for the Board of Directors. To qualify, an individual must be a member in good standing for one year. Qualifying documents should be emailed to Sher-ry Dunn and must be received by September 20 in order to be considered. A list of potential candidates along with a short bio will be published in the October newsletter and on the website. Candidates will be given 3 minutes to introduce themselves & their platform at the October 15 general meeting

Election

To be qualified to vote in the November election, a member must have renewed their membership or joined prior to October 1.

750 Starkey Road Largo, Fl 33771

(727) 586-0108

www.assistedsenior.com Assisted Living

Proud Supporter

of the

Guardian Association

4

Our community features Encore Senior Living’s Rediscovery™

Program, which was developed to assist residents to continue

With day-to-day activities and

hobbies they’ve done all their

Lives and help them “rediscover”

Remaining abilities.

Our residents enjoy

Outstanding food, beautiful

Outdoor walkways and gardens,

And a robust activities program

Tailored to their needs.

13 5

Guardian Association of Pinellas County

Annual Conference



We are offering an Early Bird reduced rate to our supporters in the community to participate in our

annual conference and business showcase. This year’s conference will be held at the St. Petersburg

Hilton Carillon Hotel. We anticipate more than 200 will attend—professional and family member

guardians, attorneys, paralegals, case managers, nurses, medical providers, ALF and nursing home

administrators.

7 CE for Guardians and Attorneys 6 CE for Nursing, LCSW, LMHC, LMFT, ALF

Early Bird Deadline September 1

Guardianship 2013: Discovering the Magic

Dispelling the Myths


Annual Conference Schedule Friday, September 13, 2013

TIME TRACK 1 TRACK 2 TRACK 3

Legal Practice Medical

Registration, Check In

Continental Breakfast sponsored by Easy Living and Aging Wisely Visit Exhibitors’ Showcase

8:30am to Welcome, Irene Rausch, President

9:30am Discovering the Magic The Honorable Jack St. Arnold

Slaying the Debt Dragon: Conjuring Up Veterans’ Magic Potions: Psychotropic 9:30am to Strategies for Using Bankruptcy Benefits Medications and Alternative

10:30am and Foreclosure Defense Michael Hill Treatments

Jill McDonald, Esq. Pam Seefeld, R.Ph

10:30am to Morning Break sponsored by Will Slicker and Grace Ignicio 10:50am Visit Exhibitors’ Showcase

10:50am to Oh, Crystal Ball: Should Dealing with the Mentally Ill: Guardians’ Bag of Tricks: Best

11:50am I Operate my Business as a Where’s the Magic Wand Placement for a Ward—at Home

Sole Proprietor? LLC? or an When You Need It? or in a Facility?

S Corporation? Lee Ann Angelini, Windmoor Phyllis Clark, NRG, Dee Wynn Cox, NRG

Kathy Cormier, CPA Robert Elliott, NMG

11:50pm to Luncheon

1:50pm Ethics and Legislative Update, Senator Jack Latvala

1:50pm to Taking the Mystery Out of Dispelling Myths About Clients No Illusions: Ethics for Ordinary

2:50pm Proper Trust Administration With Developmental Disabilities and Extraordinary Care

Charlie Robinson, Esq Sue Schramek, Advocare Trust Dr. Eric Carver

2:50pm to Abracadabra: Pulling the The Great Escape: Preparing Disappearing Act: Recognizing

3:50pm Assets Out of a Hat for a Disaster End of Life

Cedric Powell, CLU Debbie Peck, FPEM Dr Bob Arnold

3:50pm to Afternoon Break Sponsored by Coventry Healthcare 4:00pm Awarding Door Prizes

Audio Visual Equipment sponsored by Arcadia Home Care & Staffing

4:00pm to Secret of Success: Care for the Healthcare Professional and Ward 5:00pm Dr Jim Messina

7:45 am to

8:30am

Complimentary Valet Parking sponsored by Deeb Elder Law

6

SEPTEMBER Spotlight is on:

Conference Keynote Speakers

Opening Session 8:30am to 9:30am

“Discovering the Magic”

The Honorable Jack St. Arnold

North County Judge

Probate and Guardianship

Sixth Judicial Circuit

Luncheon Speaker 12:50pm to 1:50pm

“The Importance of Ethics and

Legislative Update”

State Senator Jack Latvala

District 20 Pinellas County

Chairman of the Senate Ethics Committee

Closing Session 4:00pm to 5:00pm

“Secret of Success:

Self Care for the Healthcare

Professional”

Dr. James J. Messina

7

Conference Breakout Sessions

Session I—9:30am to 10:30am Choose 1

Session II—10:50am to 11:50am Choose 1

Conjuring Up Veterans’ Benefits

Michael Hill, Pinellas County Veter-

an’s Services

Magic Potions: Psychotropic Medi-

cations and Alternative Treatments

Pam Seefeld, R.Ph

Session III—1:50pm to 2:50pm Choose 1

Taking the Mystery Out of

Proper Trust Administration

Charlie Robinson, Esq

No Illusions: Ethics for Ordinary

and Extraordinary Care

Dr. Eric Carver

Slaying the Debt Dragon: Strategies

for Using Bankruptcy and Foreclo-

sure Defense Jill McDonald, Esq

Dispelling the Myths about Clients

with Developmental Disabilities

Sue Schramek, Advocare Trust

Session IV--2:50pm to 3:50pm Choose 1

Oh Crystal Ball: Should I

operate my Business as a Sole Propri-

etor? LLC? Or an S Corporation?

Kathy Cormier, CPA

Cormier & Rabb

Dealing with the Mental-

ly Ill: Where’s the Magic

Wand When you Need it?

Lee Ann Angelini,

Windmoor

Guardians’ Bag of Tricks:

Best Placement for a Ward—

at Home or in A Facility?

Phyllis Clark, NRG,

Dee Wynn Cox, NRG, Robert

Elliott, NMG

Abracadabra: Pulling the Assets

Out of a Hat. Cedric Powell, CLU Disappearing Act: Recognizing End

of Life, Dr Bob Arnold, Hospice

The Great Escape: Preparing

for a Disaster, Debbie Peck, Pi-

nellas Cnty Emergency Services

8

CONFERENCE ATTENDANCE REGISTRATION FORM

Please print legibly or type

Name ____________________________________ Title or Profession ________________________

Company _________________________________________________________________________

Address_____________________________________________City, State, Zip__________________

Phone __(________)____________________ email: _______________________________________

____ Member registration received before September 1 $ 105 $_______

____ Member registration received after September 1 $ 150 $_______

____ Non-member registration received before September 1 $ 200 $_______

____ Non-member registration received after September 1 $ 250 $_______

____ Membership Dues, Guardian (8/1/13-7/31/14) $ 45 $_______

____ Membership Dues, Affiliate (8/1/13-7/31/14) $ 60 $_______

____ Membership Dues, Corporate (8/1/13-7/31/14) $ 75 $_______

____ Lunch for extra guests ___ @ $ 35 each $_______

Total $_______

Date paid ________ Amount of payment _________ check # __________ paypal _______

Conference Registration

Date: Friday, September 13, 2013 Time: 7:45am to 5:00pm

Location: St. Petersburg Hilton Carillon Park, 950 Lake Carillon Drive, St. Petersburg, FL 33716

Registration Fee: $ 105 for members, $ 200 for non-members. Non-members may enclose membership dues

and enjoy the “member” registration rate.

What’s Included: Continental breakfast, refreshments at morning and afternoon breaks, exhibitor showcase, lunch

and all conference materials.

Continuing Education: 7 credit hours will be provided for guardians through the Statewide Public Guardianship

Office. 7 CLEs for attorneys approved by the Florida Bar. 6CE for Nursing, LCSW, LMHC, LMFT and ALF pro-

vided by SPC (CEBroker 50-2525).

In accordance with the Americans with Disabilities Act, anyone needing reasonable accommodations or services should advise GAPC no

later than August 20, 2013.

9

Please make checks payable to the Guardian Association and mail to GAPC, Sue Schramek,

Treasurer, 1501 N. Belcher Road, Clearwater, FL 33765

Guardian SPGO Id number____________________

For Nursing, LCSW/LMFT/LMHC, last 4 digits of Social Security # is required _________

Continuing Education Credit If requesting multiple CEU credits, check each separate CEU classification.

Category ___ guardian ___ attorney ___ Nursing ___ ALF ___LCSW/LMHC/LMFT

Other ____________________________________

"

Company Name ___________________________________________________________________

Address:________________________________ City______________________ zip code_________

Contact Person: __________________________Phone: ( )______________________________

Email __________________________________Fax: ( )______________________________

Description of company’s services _____________________________________________________

Name of Company who will be the Exhibitor_____________________________________________

If Sharing Table, Name of 2nd Company _______________________________________________

Exhibit Table Includes: 6’ Table with skirting, Entry to all seminar sessions $ 380

Continental breakfast, lunch for 2

List the names of the company representatives that will be attending the exhibit table

1. ________________________________ 2. ________________________________

Company__________________________ Company_________________________

we will provide a door prize we will not provide a door prize

Additional lunches _____ each at $ 35 $ ______

Total due for exhibit space, extra lunches $ ______

Exhibitor authorized agent signature:__________________________________________________

Print name __________________________________________

Exhibitor/Sponsor agrees: to set up exhibit/display by 8 am on Friday and to maintain the exhibit until 2pm. To keep exhibit area

neat and dispose of trash appropriately. To remove all materials prior to leaving. To pay all fees for exhibit space, sponsorship or

advertising prior to 8/1/2013. No refunds will be made after August 14. GAPC is not responsible for any loss, damages or injury to

exhibitor or exhibitor’s property.

Advertise in the Conference Program

____ Full Page (7 1/2” x 10”) $ 400 ____ 1/4 Page (3 3/4” x 4 3/4”) $ 150

____ Business Card (2 1/2 x 3 3/4”)$ 50 _____ 1/2 Page (7 1/2” x 4 3/4”) $ 200

Table Sponsor Includes: Lunch for the sponsor, company name displayed on the luncheon table center-

piece, recognition in the Conference program and in GAPC newsletter. Does not include conference registra-

tion Table sponsor ______ at $ 100 each $ _______

Conference Book Sponsor Includes Sponsor’s name prominently displayed on the book cover and at

the Conference, exhibit table, half page ad in the Conference program, recognition in GAPC newsletter. In-

cludes conference registration for 2 persons Conference book sponsor $ 500 $ _______

Method of payment

___ Check enclosed Check # _______________ Check amount $ ______________

___ Check requested

Send registration form and payment to: GAPC, Sue Schramek, Treasurer

1501 N Belcher Rd, # 219, Clearwater Fl 33765

2013 Exhibitor and Sponsor Registration

(Send registration soon as we are limited to 30 spaces)

10

Table Sponsor

$ 100

Includes: Lunch for the

sponsor, company name

displayed on the luncheon

table centerpiece, recogni-

tion in the Conference pro-

gram and in the GAPC

newsletter. Sponsor can

take the centerpiece home.

Does not include confer-

ence registration

Servicing the Forever Young

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Work with a Senior Real Estate Specialist

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Conference Sponsor Opportunities

Conference Book Sponsor $ 500 Includes: Sponsor’s name prominently displayed on the

Conference Book Cover, exhibit table in premier space,

half page ad in the Conference program, recognition in

GAPC newsletter. Includes conference registration for 2

persons (May be shared by 2 companies)




Guardianship 2013: Discovering the

Magic, Dispelling the Myths

Conference Book sponsor

Sponsors Name

and

Logo Printed

Here

11

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offering Senior Amenities & Services

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12

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We can now display your ad in color via this e-newsletter at no additional cost! Send your camera-ready color ad to Phyllis Johnson by the 25th of the month to be in-

cluded in the next issue. Call (727) 596-8919

or [email protected]

Notice to our advertisers

Classified Ads Accepted

Do you have an article to sell,

wish to acquire, or donate? Send

your copy to Phyllis Johnson

[email protected]

Division of Inspector General

Office of Ken Burke Clerk of the Circuit Court and Comptroller

For Pinellas County, Florida

13

Are You A Successor Guardian And Having Conflicts With The Ward’s Family? Recently, the family of a ward filed allegations against the successor professional guardian (guardian).

The guardian visited the ward, who resided in the son’s home; the guardian took the ward out to lunch, and did not bring the ward back.

The guardian notified the ward’s son, the ward was relocated to an assisted living facility.

The guardian would not provide the location of the ward’s new residence to the son or the family. As you can imagine the family became upset! The guardian would not return telephone calls or provide updates on the ward; this went on for a few weeks. The ward’s family notified Division of Inspector General (IG) Guardianship Fraud Hotline, who notified the Court immediately. A hearing was scheduled and the family received access to the ward. Most common complaints received by IG is from family members of the wards, claim guardi-ans:

Will not return telephone calls or emails timely.

Will not keep families informed of a change in medical condition of the ward,

Will relocate the ward to another facility or admit them to a hospital without informing the family.

Do not allow the families to telephone the ward or severely regulate their (wards & family) tele phone calls.

Relocate wards for the convenience of the guardian with no consideration for ward needs. To avoid complaints maintain a positive line of communication with the ward’s family, notify them immediately when there is a change in medical condition, or if the ward is relocated or transferred to another location.

Please note that all calls to the Fraud Hotline are confidential. The complainant can remain anonymous.

If there is a topic, you would like to have discussed in any of our upcoming articles for the monthly newsletters, please email it to [email protected] and/or [email protected]

HOW TO CONTACT US: If we can be of assistance to you, please call: Division of Inspector General, PIU 464-8371 Division of Inspector General, Fax 464-8386 Probate Court Records 464-3321 Guardianship Hotline 453-FRAUD

mailto:[email protected]

mailto:[email protected]

Time Event Location Contact/RSVP

8/30 Fri

9am Guardian Association Networking Breakfast

Speaker Christine Varner

Tierra Pines 7380 Ulmerton Road

Largo

www.guardianassociation.org Please register on website

8/31 Sat

Guardianship 2013: Discover-ing the Magic; Dispelling the

Myths

Last day for early Registration

For annual Conference


9/3 Tue

8:30am- 10:00am

North County Networking Breakfast

Freedom Inn Countryside 3620 N. McMullen Booth Road

Clearwater

RSVP Terri Bolander (727) 432-1073 or

[email protected]

9/4 Wed

8:30am- 10:00am

North County Guardian Support Breakfast

Perkins Restaurant US 19 and Curlew Road

Clearwater

9/4 Wed

1:30pm 2:30pm

Healthy Aging Tips: Top Ten List

Heidi Crockett, MSW

Gulfport Senior Center Dining Hall

5501 27th Ave So, Gulfport

RSVP (727) 893-2337

9/9 Mon

1:00pm Education Committee Guardian Association of

Pinellas County

Pacifica Senior Living 620 Belleair Road,

Clearwater

RSVP Rebecca Weitzel 418-6340

www.guardianassociation.org

9/11 Wed

9:00am Rise and Shine Motivational Breakfast

Susan P. Golden speaker

Grand Villa 750 Starkey Road

Largo

RSVP Laverne Welch (727) 586-0108

www.LargoSeniorLiving.com

9/11 Wed

5:00pm 6:30pm

Wine Down Wednesday Networking

Wine, Beer, Hors d’oeuvres

Arbor Terrace 333 16th Ave SE

Largo

RSVP (Diane or Jackie 727) 588-0020

9/12 Thur

10:00am Referral Networking Arbor Terrace 333 16th Ave SE

Largo

RSVP (Diane or Jackie 727) 588-0020

9/13 Fri

1:00pm Guardianship 2013: Discover-ing the Magic; Dispelling the

Myths

St Petersburg Hilton Carillon Park

Largo,


9/17 Tues

3:30p Board of Directors Meeting Guardian Association of

Pinellas County

Plaza at the Palms of Largo 385 Alt Keene Road

Largo

RSVP www.guardianassociation.org

Please register on website

9/17 Tues

Sexuality in the Elderly Heidi Crockett, MSW

Arden Courts Largo 300 Highland Ave NE

Largo

RSVP (727) 559-8411 Largoarden-courts.com

SEPTEMBER COMMUNITY CALENDAR

To advertise your event on this calendar

submit information to Phyllis Johnson at [email protected] by 9/25

14

Time Event Location Contact/RSVP

9/19 Thur

10:00am 3:00pm

Virtual Dementia Tour

Grand Villa 750 Starkey Road

Largo

RSVP (832) 431-0991 or [email protected]

9/20 Fri

Deadline to submit Resume and Letter of Intent

To serve on Board of Directors


Sherry Dunn [email protected]

9/24 9:00am 4:00pm

Using Public Benefits in Nursing Homes

SPC Health Ed Center 7200 66th St No St. Petersburg

RSVP (727) 341-3393 or Spcollege.edu/ceu

9/26 Thu

4:30pm FALA Happy Hour Location changes RSVP [email protected]

9/27 Fri

9am Guardian Association Networking Breakfast

Hospice Service Center 2675 Tampa Road

Palm Harbor


10/1 Tue

8:30am- 10:00am

North County Networking Breakfast

Freedom Inn Countryside 3620 N. McMullen Booth Road

Clearwater

RSVP Terri Bolander (727) 432-1073 or

[email protected]

10/2 Wed

8:30am- 10:00am

North County Guardian Support Breakfast

Perkins Restaurant US 19 and Curlew Road

Clearwater

SEPTEMBER COMMUNITY CALENDAR 15

ADVERTISE In the Professional Guardian Newsletter

Advertising Rates

Full page 1 month $250.00 1/2 page $130.00* 1/4 page $ 80.00*

1/8 page business card $ 50.00*

* Per month with 3 month minimum

Send camera-ready color ad and payment, as well as editorial copy to:

Phyllis Johnson One Windrush Blvd., #55

Indian Rocks Beach, FL 33785 email: [email protected]

telephone: (727) 596-8919 Deadline for ads with payment is the 25th of each month. Same deadline for editorial copy. A compli-mentary copy of each issue is sent to our advertis-

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16

August 20 Membership Meeting

Cypress Palms of Largo

When is Guardianship Appropriate? Michael W. Porter, Esq.

17

Elder Law Attorney Mike Porter used a fictional scenario—a client hires an attorney to draft Estate Plan-

ning Documents (durable Power of Attorney, Healthcare Surrogate Designation, Living Will, Will)—to illustrate

the ramifications and complications that figure into the situation while attempting to resolve issues that ensue

when the client health situation declines.

Mike discussed what can happen when the real life outcome is a far cry from the intended outcome that the

previously drafted legal documents were supposed to take care of.

Mike also explained the types of existing guardianships, including VA Guardianship, Voluntary Guardian-

ship, Limited Guardianship, Plenary Guardianship and Emergency Temporary Guardianship.

Since all of us guardians basically use the

same hardware which I wrote about last month, I

decided this month I should talk about “software”

or in Wikipedia terms, any set of machine-readable

instructions (most often in the form of a computer

program) that directs a computer's processor to

perform specific operations. Hardware and soft-

ware require each other and neither has any value

without the other.

I’m speaking about the same kinds of soft-

ware such as word processing software in the ge-

neric sense or more specifically programs

like Word or Wordperfect or some other

kind of program that permits creat-

ing/editing/printing documents on

your printer. I’m also speaking about pro-

grams like Excel that allow you to manage

your time-logs, a list of tasks for each

guardianship case you maintain.

I’m more than happy to share the Excel-

based worksheet that has built in features that

offer a dropdown list of activities such as Banking/

Financial and other activities when selected auto-

matically that populate the column referred to as

the “safeguard” code. The sheet can also automati-

cally calculate the hours and minutes of any given

activity based upon the start time and end time en-

tered. There is also a button that can clear all data

entries (very dangerous if you are not paying atten-

tion). There is also a button that will automatically

enter the date (current date) in the column marked

date.

A neat feature, at least in Windows soft-

ware and in most software (except our forms soft-

ware) is a feature called “Cut and Paste”. Let’s say

that you are entering transactional data in the

schedule called B-4 (expenses) and you need to enter

the name of the facility over and over again. By

holding down your left mouse button and dragging it

over the facility name you will notice that the data

becomes highlighted in blue. At the beginning of the

Payee description hold down the CTRL key and press

the “C” key on your keyboard. This causes Windows

to copy the string of characters you just highlighted to

an area in the computer memory called the Clip-

board. The next time you need to type the name of

the facility simply place your mouse pointer (it will

look like a flashing “I” bar at the beginning of the

Payee column, then press and hold the CTRL

button and press the “V” key.

Voila! Instant data entry on your PC!

Other software you may use is Outlook

2010. Outlook is a full-featured program

that offers a Calendar, Notes, Task or

to-do lists and of course that all im-

portant contact list. One of the neat

features in Outlook offers the ability

to have certain calendar entries repeat

themselves each month. Something like the monthly

meeting of the Guardian Association is plugged into

every month in my calendar which synchronizes with

my Windows Smart Phone.

And, of course there are a multitude of pro-

grams that do a variety of tasks depending on your

needs. I’ve used Publisher to create business cards,

flyers and other printed material with the click of a

mouse. I’ve used WebEasy to create my own web-

site.

If you need assistance, I can help. If you have

any questions about this article, please call Bruce @

727-585-0783 or 727-804-8933.

Computer Corner

By Bruce Wallace

Professional Guardian

18

Guardian Association Membership Membership year: August 1 through July 31

Membership Application: ___New ___Renewal Date______________

___Guardian $ 45.00 (must be a Guardian or taken the State Guardian competency Exam) SPGO #_______

___Affiliate $ 60.00 (Non-guardian, Individual)

___Corporate $75.00 (company is owner of the membership, includes two members, transferable between employees)

Category for listing on GAPC website (Please check appropriate boxes and print legibly)

___ Professional Guardian ___Family Guardian

___ Assisted Living Facility ___Nursing/Rehab Facility ___Health Care Agency

___ Attorney ___Paralegal/Legal Assistant ___ Power of Attorney

___Care Manager ___Finance/Banking ___Government/court personnel

___Other __________________________________________________________________

Name _________________________________________________________________________________

Business Name/Organization _______________________________________________________________

Address________________________________________________________________________________

City__________________________________________ State___________ Zip_______________________

County ___________________________home _________________________Fax_____________________

Email Address _______________________________Website Address______________________________

Please make check payable to Guardian Association. Mail to GAPC, c/o Sue Schramek, Treasurer, 1501 N. Belcher Road, Clearwater, FL 33765

To apply or renew membership online, please visit our website at www.guardianassociation.org Pay Pal Accepted. For more information contact: 727-791-3972

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GuardianGuardian The Professional SEPTEM ER 2013 · The Honorable Jack St. Arnold North County...

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