IDEAL: Tool and Resource Guide

A process in which a trained impartial person, called a mediator, helps people communicate, understand each other, and reach agreement. It can be a way to resolve disagreement, have difficult conversations, or explore options. It can be used to discuss or find creative solutions to legal and non-legal issues. For legal issues, it can be a faster, less expensive, and more flexible option than going to court. A medical order form covering an individual’s preferences about life-sustaining and other medical treatment. In a guardianship, refers to the court’s oversight of how a guardianship is being managed. Monitoring entails ensuring the well-being of a person or property under guardianship through regular reports filed by the guardian and other means. A tool that gives another person (an agent) authority to make decisions for or handle the financial or business affairs of another person (the principal). The principal selects the agent, determines their powers, and decides when the agent’s powers go into effect (e.g., immediately or upon the principal’s incapacity). A financial power of attorney covers the principal’s legal or financial affairs. A health care or medical power of attorney is also called an advance directive. Paperwork filed in court formally requesting the appointment of a guardian of the person or property. The person or organization making the request is called the “petitioner.” Refers to when a local Area Agency on Aging or Department of Social Services is appointed as guardian of the person of an adult. A court order asking parties involved in a case to respond to explain or justify why a court should or should not take a certain action. For example, when a petition for guardianship is filed, the court will issue a show cause order directing interested persons to respond if they support or oppose the petition. A person appointed by the Social Security Administration (SSA) or Office of Personnel Management (OPM) to receive, manage, and spend benefits on behalf of a beneficiary who is unable to do so themselves. Certain pension companies also have representative payee programs. A guardian is not needed to manage these benefits.

Mediation

Medical Orders for Life-Sustaining Treatment (MOLST)

Monitoring

Petition for guardianship/petitioner

Power of attorney

Public guardianship

Representative payee

Show cause order

Specific transaction (Transaction authorized by court without appointing guardian) A court order authorizing or directing a third party to complete an action or series of actions related to another’s person’s property. A specific transaction can only be ordered if the court determines that there is a legal basis for guardianship. Social Security Administration (SSA) Federal agency that, among other things, administers retirement,

disability, and survivor, and family benefits (Social Security, Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI)). A standard for decision-making on behalf of another person that is based on what that person would have done or wanted if they were able to make their own decisions.

Substituted judgment

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