The Importance of Giving Back to Your Business Community – April, 2014 Newsletter

 

Chronicles of a Professional Guardian

 

Serving as Care Managers, Elderly & Disabled Life Care Plan Assessors, and providing Professional Guardian services in Central Florida for over 20 years, we have discovered unique solutions to many difficult problems.

 

We are continuing our tradition of giving back by sharing our knowledge in the hopes that this information can help others to better serve and care for our elderly and disabled population.

 


The Importance of Giving Back to Your Business Community

 

Sharing

Image Credit: BK

In business, I believe that it is common to feel that helping your colleagues by mentoring, taking calls and questions, and giving suggestions on how to make it through a “tough mess” is like giving away trade secrets and feeding your competition.

 

However, I have not found this to be the case. In fact, I believe that this really is a “pay it forward” thing that always comes back to the giver many times over.

 

So what do you do when you are contacted by a colleague about something that cannot easily be learned, but that you have experience with? You help when and where you can.

 

Often in guardianship, there are issues that you must deal with that aren’t in a book, cannot be found on a website, and may even be something that your very awesome guardianship attorney has not tackled before. In instances like this, talking to someone who has dealt with that particular issue, or at least a similar issue, can be helpful.

 

Recently, I was contacted by a professional guardian struggling with a client who had run away to another state. Issues like this aren’t something you can read about in the statute, nor is it something you can Google, and without encountering it before, you may not know your options to get the client back in the state.

 

Having experienced similar issues with a few different clients eloping to different states throughout the years, each instance with its own set of facts that found the client out of state, and each with its own unique solution of how to return the client, I have learned a lot about locating and returning run away clients.

 

In a few phone calls and emails with her and her attorney about the issue, I offered up ideas, strategies and suggestions of what might work, along with warnings of what not to do based upon my past experiences and mistakes.

 

In the end, the professional guardian let me know that she was able to get her client back safely into the sunshine state, and thanked me for the help. But really, knowing that the client was safe was the best thanks I could get.

 

One of the main reasons I commit the time, resources, and energy each month to create an educational newsletter, to serve on committees, to mentor other professional guardians, to speak at presentations about guardianship around the state, and to create hands-on educational content such as the GSI training is to help other guardians provide better care for their clients. Period. It is my hope that by sharing my experiences with others, I can keep folks out of the hot water I have been in, or at least warn them of when to duck.

 

So the next time another guardian (or your colleague) leaves you a message asking for a helpful suggestion to a sticky wicket, return the call. When you are at a conference and they are asking for volunteers, raise your hand for a committee that interests you. When you meet a newbie in your field, offer them your card and tell them to call you when they are stuck. Go to a local chapter meeting in your field and join a project. And when someone in the community asks you (for the umpteenth time) “What does a Professional Guardian do, anyway?” take the time to explain and educate.

 

Know that your time and energy will come back to you many times over. But that’s not why you should do it.

 

Over the years, I have been mentored in one way or another by many amazing folks, and it has always been invaluable not only to me, but more importantly to my staff and the clients that we serve.

 

And that’s why I give my time openly, and why you should consider doing this too  – to better the lives of the people around us and to strengthen our community.

 


Did You Know?

 

That there are new terms for Do Not Resuscitate (DNR)? While most hospitals still use the DNR term, there has been a push since 2005 to use the terms Do Not Attempt Resuscitation (DNAR), and Allow Natural Death (AND) in an effort to use clearer terminology to communicate treatment and end of life wishes.

 

Click here to read more about these changes and the need for clearer terminology. 

 


GSI Update

 

GSI is gearing up for the 2014 conference season. Here’s where we’ll be next.

 

If there is an event you would like to attend, please remember to register on our website at www.gsi-experience.com.

 

Note: Courses are free for all government employees (federal, state, county, and city), and for any non-profit employees or volunteers. Just choose the free option when registering, and remember to bring your company ID for verification.

 

Upcoming GSI Events

  • Tuesday April 22, 2014 at 10 am and 1 pm – One Senior Place in Altamonte Springs 
  • Thursday May 22, 2014 at 9:30 am and 12:45 pm – GSI at the UCF Business Incubation Center – St. Cloud – Hosted by Comfort Keepers of St. Cloud
  • Thursday July 10, 2014 – Have you heard, GSI will host a return engagement at the FSGA 2014 Conference, held at the lovely Vinoy in St. Petersburg. This will be a pre-conference intensive held on Thursday 7/10/2014. Stay tuned for more details.

 

Past GSI Events

  • Thursday March 27, 2014 from 9:30 am – 11:30 am, and again from 12:30 pm – 2:30 pm – Sontata at Melbourne – Hosted by the Space Coast Chapter of FSGA

guardian-trust-logo

 

A big THANK YOU to our generous sponsor, Guardian Trust. Without them, GSI wouldn’t be possible.

 


Guardian Care’s Upcoming Events

 

As active members of the community, we can be found around town speaking, sponsoring, supporting, and educating other professionals and the general public on Guardianship and caring for the elderly and disabled.

 

Want us to speak at your next event? Our topics include Guardianship, Private Care Management, and Elderly & Disabled Life Plan Assessment. Feel free to contact us at 407.786.6033.

 

Here’s what we’re up to next:

 

April 17 – 11:30 am Presentation at FALA Meeting – Grand Palms, Orlando

 

 

Guardian Care’s Recent Events:

 

To the Ombudsman Program, thank you for inviting me to present at your training on February 11. It was a pleasure speaking to a group of volunteers, committed to helping the elderly and disabled.

 

To Central Florida Regional Hospital, thank you for inviting me to speak to your staff about guardianship on February 27th and March 5th. I always enjoy speaking to medical staff about the responsibilities of guardians.

 


 

Community Events

 

Click on the event for additional information.

Two Guardians, One Ward: What Happens in the Transitional Period Between Guardians – March, 2014 Newsletter

 

Chronicles of a Professional Guardian

 

Serving as Care Managers, Elderly & Disabled Life Care Plan Assessors, and providing Professional Guardian services in Central Florida for over 20 years, we have discovered unique solutions to many difficult problems.

 

We are continuing our tradition of giving back by sharing our knowledge in the hopes that this information can help others to better serve and care for our elderly and disabled population.

 


Two Guardians, One Ward: What Happens in the Transitional Period Between Guardians?

 

Which Way?

Which Way? Image Credit: Mavroudis Kostas

With most guardianship cases, it’s a one-on-one relationship; that is, there is one guardian and one client. So is there ever a time where multiple guardians are acting at the same time, with the same powers? The answer is potentially yes.

 

There is a very weird makeshift land where two guardians with the same apparent authority can be appointed to a client. One guardian is newly appointed, and the other is leaving but not yet fully discharged by the court.

 

Some ways this may occur include:

 

#1 A professional guardian is appointed as the Emergency Temporary Guardian (ETG) for an urgent case where there is a caring, interested family member who, for any number of reasons, is not appointed as the ETG guardian, but is appointed as the Permanent Guardian (limited or plenary, property or person) at the incapacity hearing.

 

#2 A professional guardian is asked to become the successor guardian for a family guardian whose health is failing or is otherwise no longer able to continue to serve.

 

#3 The courts remove the current guardian (for any reason, including: failure to maintain their SPGO registration, etc.) and a professional guardian is appointed the successor guardian through the court’s actions.

 

These are just a few scenarios showing how two guardians could have authority to act at the same time. In the transitional period when one guardian is appointed and the other has yet to be completely discharged, both guardians can be legally bestowed with the same rights and responsibilities to the same client.

 

Per Florida Statute 744.467 “…Before entering an order discharging a guardian of the property, the court shall require the guardian to file a true and correct final report of his or her guardianship and to deliver to the successor guardian all property of the ward … A guardian of the person must deliver to the successor guardian copies of all records of medical or personal care, prior to being discharged. Before entering the order, the court shall be satisfied that the interest of the ward …”

 

This can create a messy situation for everyone involved. The bond company might be concerned with the additional liability as more than one guardian has access.  Medical providers for the client will have a hard time knowing “who is on first,” when it comes to making health decisions. Other providers such as credit unions and banks, DME providers, APD, Medicaid, Social Security and funeral homes have no way of knowing the circumstances of the successor guardianship, they only know what documents are presented to them, which could cause issues during and after the transitional period.

 

If the two guardians and their counsels are cooperative with one another, then things can, and often do, go fine. However, it is when they don’t work well together that it gets complicated, and could become adversarial.

 

While there are many instances of guardians working together successfully, there are stories where they don’t get along. When this happens, it makes things difficult for everyone involved, especially the client.

 

If you find yourself about to get involved with a case where you are not the first and only guardian, you may wish to discuss the situation in depth with your counsel, and maybe even your bond provider. What’s more, you may wish to seek the advice of other guardians who have walked down this road before so that you will know what to consider before accepting the case.

 


Did You Know?

 

That more hospitalizations are being labeled as “under observation,” rather than “in-patient” even after the patient has been admitted and treated?

 

While we’ve talked about this issue before, it is quickly becoming a concern as more and more hospitals are turning to the “under observation” label out of fear of being fined for excessive readmissions by Medicare, especially as the health care system continues to change.

 

When in doubt about which classification a hospitalization falls under, it is important to inquire about how the stay is being labeled, even after several days of being in a hospital bed and receiving treatment.

 

Click here to read more about this problem, and what you can do if you find yourself in this situation. 

 


GSI Update

 

GSI is gearing up for the 2014 conference season. Here’s where we’ll be next.

 

If there is an event you would like to attend, please remember to register on our website at www.gsi-experience.com.

 

Note: Courses are free for all government employees (federal, state, county, and city), and for any non-profit employees or volunteers. Just choose the free option when registering, and remember to bring your company ID for verification.

 

Upcoming GSI Events

  • March 27, 2014 from 9:30 am – 11:30 am, and again from 12:30 pm – 2:30 pm – Sontata at Melbourne – Hosted by the Space Coast Chapter of FSGA 
  • April 22, 2014 at 10 am and 1 pm – One Senior Place in Altamonte Springs 
  • July 10, 2014 – Have you heard, GSI will host a return engagement at the FSGA 2014 Conference, held at the lovely Vinoy in St. Petersburg. This will be a pre-conference intensive held on Thursday 7/10/2014. Stay tuned for more details.

guardian-trust-logo

 

A big THANK YOU to our generous sponsor, Guardian Trust. Without them, GSI wouldn’t be possible.

 

 

 


Community Events

 

Click on the event for additional information.


 

Do What You’re Great At and Love —   Let Us Handle the Rest!

 

Guardian Care Management & Benefits Services, Inc. provides:

  • Professional Guardianship Services
  • Private Case Management
  • Elderly & Disabled Life Plan Assessments

 

We can help! Call us today.

407.786.6033

Taking a Break – February 2014 Newsletter

 

Chronicles of a Professional Guardian

 

Serving as Care Managers, Elderly & Disabled Life Care Plan Assessors, and providing Professional Guardian services in Central Florida for over 20 years, we have discovered unique solutions to many difficult problems.

 

We are continuing our tradition of giving back by sharing our knowledge in the hopes that this information can help others to better serve and care for our elderly and disabled population.

 


Taking a Break for February

 

Due to some unforeseen circumstances, the newsletter is taking a break for February. We had a flu outbreak that took out some of our staff members, and lasted for more than 2 weeks for the unlucky ones, myself included.

 

Then, my beloved truck of over 10 years decided to take an early retirement, and caught itself on fire after being parked in the Guardian Care parking lot all day.

 

Hopefully March is a bit calmer. Please tune in next month after we recover.

 

Here are some photos of what happened to the truck.

Ford F150 in Flames

Truck in Flames

Ford F150 Interior

Truck Interior

Ford F150 Cab

Truck Cab

Ford F150 Back of Cab

Truck Back of Cab

 


GSI:SHE Update

 

We have applied to present at the FSGA conference in St. Petersburg, FL July 10 – 12, 2014. Stay tuned for details.

guardian-trust-logo

 

A big THANK YOU to our generous sponsor, Guardian Trust. Without them, GSI:SHE wouldn’t be possible.

 


Community Events

 

Click on the event for additional information.


 

Do What You’re Great At and Love —   Let Us Handle the Rest!

 

Guardian Care Management & Benefits Services, Inc. provides:

  • Professional Guardianship Services
  • Private Case Management
  • Elderly & Disabled Life Plan Assessments

 

We can help! Call us today.

407.786.6033