Guardianship Q&A Series

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Guardianship Q&A Series

What documents do I need to provide for a Medicaid undue-hardship request if they’re asking for my most recent tax return? nc

What documents do I need to provide for a Medicaid undue-hardship request if they’re asking for my most recent tax return? – North Carolina Short Answer In North Carolina, when a county Department of Social Services (DSS) requests the most recent tax return for a Medicaid undue-hardship request, it typically needs the complete return (all…

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Guardianship Q&A Series

If we are both power of attorney agents, can I move the person’s bank accounts to a different financial institution for better oversight? nc

If we are both power of attorney agents, can I move the person’s bank accounts to a different financial institution for better oversight? – North Carolina Short Answer Sometimes, but not automatically. In North Carolina, whether one co-agent can move a principal’s bank accounts to a different financial institution depends on how the power of…

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Guardianship Q&A Series

What can I do if my co-agent under a power of attorney is transferring money to themself and I think it’s not for the person’s benefit? nc

What can I do if my co-agent under a power of attorney is transferring money to themself and I think it’s not for the person’s benefit? – North Carolina Short Answer In North Carolina, a co-agent under a power of attorney can take steps to stop suspected self-dealing and force transparency. Practical options usually start…

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Guardianship Q&A Series

If there is already a medical power of attorney naming a primary and backup decision-maker, can another relative override it? NC

If there is already a medical power of attorney naming a primary and backup decision-maker, can another relative override it? – North Carolina Short Answer Usually, no. In North Carolina, a valid Health Care Power of Attorney (HCPOA) gives decision-making authority to the named health care agent, and that authority is intended to be binding…

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Guardianship Q&A Series

Should I pursue guardianship or another court process to prevent family members from interfering with medical decisions? NC

Should I pursue guardianship or another court process to prevent family members from interfering with medical decisions? – North Carolina Short Answer In North Carolina, guardianship can stop family interference with medical decisions, but it is usually the most intrusive option and requires a court finding of incompetency. If a valid health care power of…

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Guardianship Q&A Series

Can I move the person under guardianship to my new state before the transfer is fully finalized, and what risks should I watch for? – NC

Can I move the person under guardianship to my new state before the transfer is fully finalized, and what risks should I watch for? – North Carolina Short Answer Sometimes, but it is risky to move an adult under a North Carolina guardianship to another state before the transfer is finalized. North Carolina law allows…

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Guardianship Q&A Series

What happens if the person under guardianship has services, benefits, or medical providers that need to change to the new state? NC

What happens if the person under guardianship has services, benefits, or medical providers that need to change to the new state? – North Carolina Short Answer When an adult under guardianship moves across state lines, services, benefits, and medical care often cannot simply “follow” automatically. Under North Carolina law, the court looks closely at whether…

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