Chepenik & Trushin LLP

Guardianship Administration

A guardianship administration is a court-supervised process of administering and managing all or some of an incapacitated person’s financial, medical, and social affairs. The first step is the filing a petition to determine incapacity with the court, which can be filed by any adult who is able to include a verified (i.e., under oath) statement that the petitioner believes the alleged incapacitated person to be incapacitated and the basis for the belief. The court will then appoint a three person examining committee, consisting of one psychiatrist or other physician and two other individuals, who are usually in the medical field or individuals who the court believes possess qualifications sufficient to provide the court with an expert opinion. Each committee member will examine the alleged incapacitated person and provide the court with a report. If two of the three members determine that the person is not incapacitated in any respect, the court will dismiss the petition and the guardianship matter will be dismissed. Otherwise, the court will hold an adjudicatory hearing in which it will determine whether the individual is incapacitated, and the extent of the incapacity.

If the court finds incapacity, and there are no sufficient alternatives to guardianship, the next step is for the court to appoint a guardian for the alleged incapacitated person. The court may appoint a friend or relative of the alleged incapacitated person as the guardian and/or may appoint a professional guardian. Typically if only one person who is qualified to be guardian is seeking appointment and there are no objections to that person serving as guardian, the court will appoint the petitioner as guardian. However, a person not qualified under the Florida Statutes—for example, a convicted felon—may not be appointed as the guardian. Also, it is important to understand that every guardian must be represented by an attorney admitted to practice in Florida.

One of the biggest challenges is that people do not understand how the guardianship process works. Whether you are seeking to become the guardian, or just want to be kept reasonably informed of the guardianship process, it is advisable to retain qualified legal counsel with a mastery of the guardianship administration process to assist you in understanding the process and your rights. It is also important to keep a close eye on friends or family members as they enter the later years of their lives, as people oftentimes fail to properly identify the warning signs of a loved one’s declining mental capacity such as:

  • Beginning to mishandle finances with increasing frequency, failing to pay bills, losing money, forgetting the location of bank accounts, or hiding money;
  • Declining short term memory and/or general forgetfulness;
  • Beginning to gamble, making unusual purchases, entering an unusual number of contests through magazines or television, increasing number of purchases from television and magazine advertisements;
  • Changing eating habits, resulting in unusual weight loss or loss of appetite;
  • Declining personal hygiene and general cleanliness habits;
  • Exhibiting paranoid behaviors;
  • Stopping participation in activities that were previously important to and enjoyed by the person; or
  • Making new friends who are younger and generally unlikely to befriend an elderly person.

The moment you perceive that your friend or family member can no longer manage his or her affairs, you should contact a qualified attorney immediately to explore your options. It is important to seek guidance before he or she is taken advantage of, or even worse, before he or she does harm to himself, herself, or others.

Minors in Florida are deemed incapacitated by virtue of their age of minority, and there is therefore no need for an adjudication of incapacity in a guardianship for a minor. Guardianships are often established for minors, even in circumstances where the minor has their natural parents as their natural guardians, when the minor is to receive at least $15,000.00, either as a settlement from a claim brought on behalf of a minor or as part of an inheritance. Except in cases where the natural parent is unqualified or has a conflict, the natural parent(s) can seek appointment as the guardian. The courts, particularly in Miami, can be very strict about the proper use of the funds received on behalf of the minor, so it is important to get a guardianship attorney involved as early as possible, even before the settlement of the claim.

Client Reviews
Just want to start off by saying the team assembled at CHEPENIK/TRUSHIN is by far amazing. Their dedication and the amount of time they put into working on my file is by far the best service I have ever received. And the cherry on top is their ability to communicate with me and their entire team is seamless. Peter C is also a wealth of knowledge that can guide you in the right direction and place you in the competence of BART and BRAD. This is a firm I highly recommend. Ali M, business owner, Miami, FL 2018
The team at Chepenik Trushin LLP are experienced, professional and dedicated in handling all Probate, Guardianship and Estate legal matters. I have referred them numerous clients over the years; all of which have been truly appreciative of their firm's excellence in representation. Jesse S., Esq.
I highly recommend this law firm for your estate planning and probate litigation needs. Passionate and dedicate attorneys who are committed to going above and beyond to help their clients. Tiffany C Gonzalez, CPA
He (Honorable Magistrate Judge Kimler, Miami Dade Probate and Guardianship court) taught me well. After my experience with my client and your law firm as my legal counsel, the standing joke at Dade County courthouse is that I know the Marchman Act almost as well as the judge who wrote it. Ms. Bambi Williams, GCM
So very impressed with Bradley Trushin, Partner at Chepenik Trushin LLP. I had the privilege of attending his presentation on Probate, Guardianship & Elder Abuse. Brad presented today to 45 trust bankers and probate realtors. Brad is a top notch Litigator with a keen attention to detail. Maji Ramos, RE Broker
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