Guardianship Q&A Series

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Guardianship Q&A Series ·

Can a special needs trust pay for funeral arrangements like a burial plot without affecting benefits? nc

Can a special needs trust pay for funeral arrangements like a burial plot without affecting benefits? – North Carolina Short Answer Often, yes—but it depends on the type of special needs trust and how the payment is structured. In North Carolina, a properly drafted special needs trust can usually pay for certain end-of-life and funeral-related…

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Guardianship Q&A Series ·

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? nc

How do I move forward with getting legal authority to access my parent’s bank account to pay for memory care? – North Carolina Short Answer In North Carolina, a bank usually will not allow access to a parent’s account unless there is valid legal authority—most commonly a properly executed power of attorney or court-issued guardianship…

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Guardianship Q&A Series ·

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? nc

What is the difference between a full guardianship and a limited guardianship, and when would a limited option make sense? – North Carolina Short Answer In North Carolina, a “full” guardianship generally means the court appoints a guardian with broad authority over an adult’s personal decisions, financial decisions, or both—because the adult has been found…

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Guardianship Q&A Series ·

What happens to the estate distribution if the court hasn’t appointed someone to manage my sibling’s inheritance yet? nc

What happens to the estate distribution if the court hasn’t appointed someone to manage my sibling’s inheritance yet? – North Carolina Short Answer In North Carolina, an estate often cannot fully distribute a disabled adult sibling’s share until there is a legally authorized person to receive and manage it (typically a court-appointed guardian of the…

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Guardianship Q&A Series ·

Can a parent handle an adult child’s disability benefits and speak with the agency once guardianship is granted? nc

Can a parent handle an adult child’s disability benefits and speak with the agency once guardianship is granted? – North Carolina Short Answer In North Carolina, once a parent is appointed as a guardian, that parent generally can communicate with agencies and handle many day-to-day matters for an adult child who has been adjudicated incompetent.…

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Guardianship Q&A Series ·

How do we get general guardianship for an adult child with autism who cannot communicate or answer questions? NC

How do we get general guardianship for an adult child with autism who cannot communicate or answer questions? – North Carolina Short Answer In North Carolina, “general guardianship” for an adult usually requires two court steps: (1) a Clerk of Superior Court proceeding to have the adult adjudicated incompetent, and (2) an appointment of a…

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Guardianship Q&A Series ·

What documents do I need to show the new court that I was already appointed conservator in the prior state? nc

What documents do I need to show the new court that I was already appointed conservator in the prior state? – North Carolina Short Answer In North Carolina, the “new court” usually wants certified copies of the prior state’s appointment paperwork—most importantly the order appointing the conservator/guardian and the current letters of office (sometimes called…

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Guardianship Q&A Series ·

What happens if SSI benefits were stopped because the beneficiary had too much money saved in a bank account? nc

What happens if SSI benefits were stopped because the beneficiary had too much money saved in a bank account? – North Carolina Short Answer In North Carolina, if SSI stops because the beneficiary’s bank balance went over the SSI resource limit, Social Security will usually suspend benefits starting with the first month the person was…

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Guardianship Q&A Series ·

Do I need to get a guardianship bond in the new state even if the original state didn’t require one? nc

Do I need to get a guardianship bond in the new state even if the original state didn’t require one? – North Carolina Short Answer Often, yes. When an out-of-state guardianship is brought into North Carolina, the Clerk of Superior Court can require a bond under North Carolina’s rules—especially if the guardianship involves managing money…

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Guardianship Q&A Series ·

What can we do if disability benefits were stopped and the agency refuses to discuss the case unless the adult child appears in person? nc

What can we do if disability benefits were stopped and the agency refuses to discuss the case unless the adult child appears in person? – North Carolina Short Answer In North Carolina, when an adult child cannot communicate or manage benefits, the practical fix is usually to get legal authority so a parent (or another…

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Guardianship Q&A Series ·

Now that I have guardianship, what are my responsibilities for managing my relative’s money and benefits? nc

Now that I have guardianship, what are my responsibilities for managing my relative’s money and benefits? – North Carolina Short Answer In North Carolina, managing an adult ward’s money and benefits usually falls on the guardian of the estate (or a general guardian). The core responsibilities are to take control of the ward’s assets, use…

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Guardianship Q&A Series ·

What’s the difference between a power of attorney and a guardianship, and which one do I need if my parent can’t sign documents anymore? nc

What’s the difference between a power of attorney and a guardianship, and which one do I need if my parent can’t sign documents anymore? – North Carolina Short Answer In North Carolina, a power of attorney is a private document a competent parent signs to authorize someone else to act for them, usually for finances…

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Guardianship Q&A Series ·

How do I get legal guardianship for an adult dependent who can’t communicate or care for themselves? NC

How do I get legal guardianship for an adult dependent who can’t communicate or care for themselves? – North Carolina Short Answer In North Carolina, legal guardianship for an adult usually requires two court steps: (1) a Clerk of Superior Court proceeding to have the adult legally found “incompetent,” and (2) a separate appointment of…

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Guardianship Q&A Series ·

Can I be reimbursed from my parent’s funds for the care-facility payments I’ve been covering personally once I’m appointed? nc

Can I be reimbursed from my parent’s funds for the care-facility payments I’ve been covering personally once I’m appointed? – North Carolina Short Answer Often, yes—if a North Carolina clerk of superior court appoints a guardian of the estate (or general guardian) and the payments were reasonable, necessary, and supported by records. Reimbursement is typically…

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Attorney Jared Pierce
Attorney Jared Pierce
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