Guardianship of Minor: When does a Minor need a Guardianship?

When is a Guardianship of Minor needed  in Jacksonville, Florida? Under Florida Law, there are two types of guardianships of minors. The first type of Guardianship of a Minor is called a Guardianship of the Person. Guardianship of the person is when someone other than a minor’s parents is given authority to make health care, residence, and school-related decisions for the minor. The second type of Guardianship of a minor is a Guardianship of Property. A Guardian of a minor’s property is necessary to deal with financial or assets more substantial than $15,000.

Here is an example of when a Guardianship will be required for a minor child: A minor loses his first a parent at a very young age to cancer. Five years later, the minor loses his second parent in a car accident. At the time of the second parent’s death, there was a life insurance policy for $100,000.00 that named the minor as the beneficiary. The second parent had designated the grandparents as guardians in a valid will.

Jacksonville Guardianship Lawyer Kendal Schoepfer in our office prepared this Article which may help some prevent the need for a Florida Guardianship.

Florida Guardianship Court proceedings are currently in progress regarding the Florida Guardianship of the Second Man on the Moon, Buzz Aldrin, in Florida. The proceedings were filed by two of his three children, Andrew Aldrin and Janice Aldrin, back in May.  His third child, James Michael, has remained out of the proceedings and has currently not taken a side. Andrew and Janice’s reasons for filing the guardianship of the second man on the moon is due to a claimed cognitive decline, claiming their father and the former astronaut is suffering from dementia, and Alzheimer’s which is causing paranoia, confusion, and making him susceptible to persuasion by others.

Buzz Aldrin, who is now 88 years old and who maintains he is still competent and able to make his own financial decisions, has fired back by filing his own lawsuit against his children claiming Andrew and Janice have stolen money from him and accused them of elder abuse and conspiracy. These claims are mostly surrounding their involvement in his company, Buzz Aldrin Ventures, where both Andrew and Janice hold high positions. Aldrin told Good Morning America that the day his children filed for guardianship over him was “the saddest thing that ever happened in my family” and that he “really felt that it really didn’t need to come to this.”

The difference between obtaining custody of a minor and guardianship of a minor in Jacksonville, Florida?

Florida offers several solutions to provide for obtaining custody of a minor and guardianship of a minor children. Two of the best solutions your Jacksonville lawyer can help with are  obtaining custody of a minor child and guardianship  of a minor child. Which is best for your situation depends greatly on why and how long the minor child will be under your care and in Florida. Factors include whether the child is only staying with you temporarily or for a specific period of time, or while the parents are unable to care for the child.

If the child will not be under your care indefinitely, then a guardianship most likely is more appropriate. However, if the child will be with you indefinitely and will never live with their parent(s) again, then obtaining full custody will be more appropriate. Custody might also be more appropriate if you want to ensure the parent(s) of the child will not be able to take the child back.

The biggest difference between custody of a minor  and guardianship of a minor in Jacksonville, Florida is which court  has jurisdiction to reside over the proceedings and how permanent the ruling of the court to be. When you obtain custody of a minor child, the family law court resides over the proceedings and makes the final ruling. The court takes into account what is in the best interests of the child as well as whether the parents are capable of caring for the minor child. The final ruling can be temporary, meaning the parents can obtain the right to have their child back, or permanent where parental rights are terminated and the parents no longer have any rights.

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Exploitation of an elderly adult in Jacksonville, Florida is an all too often occurrence as well as across the entire state of Florida. Until recently, there was not much a person could do to stop it quickly when they suspected their elderly or vulnerable family member was being financially taken advantage of. This was a major problem. Before anything could be done to stop the exploitation, concrete evidence was required, and the money or asset that was taken, was too often unrecoverable by the time anything could actually be done. Thankfully, this is changing with the enactment of Florida Statute 825.1035.

Florida Statute 825.1035 allows for an injunction for the protection against the exploitation of an elderly adult or vulnerable adult. In order to get an injunction to stop the exploitation, the family member you believe is being financially exploited must be a vulnerable adult. In order to be considered a vulnerable adult for purposes of Florida Statute 825.1035, the individual must be 18 years or older, and be unable to perform normal activities required for daily living due to an impairment. The impairment can be because of a disability, injury, or aging. The Statute is meant to provide protection not only for elderly adults, but for any adult in Florida who could be financially taken advantage of due to any type of impairment. Continue reading

If you are a Court Appointed Guardian in  you may be concerned about the Responsibilities of a Court Appointed Guardian in Jacksonville, Fl. It is  important to understand the rights as well as the responsibilities when acting as a guardian in Florida. It does not matter if you are simply the guardian of a minor or the guardian of the person and property of an adult. Your responsibilities are numerous and are laid out by the Florida Probate Code.

In Florida, you must be represented by an attorney to become someone’s guardian no matter the situation. However, once appointed, there are a few limited circumstances where the Court may allow you to proceed pro se, without the representation of an attorney.

Guardianship of the Person

The Florida Elective Share statutes has made it almost impossible to disinherit a spouse from your estate outside of a premarital, prenuptial, or post-nuptial agreement. In 1999, the Florida Legislature enacted what we now call the Florida Elective Share Statute, which was amended in 2016 and 2017 to provide even more protections to the surviving spouse.

The objective of the Florida Elective Share Statute is to protect surviving spouses by ensuring that they have a right to part of their spouse’s estate upon their death. The Elective Share equals 30% of your spouse’s elective estate, which comprises the spouse’s assets. These assets include probate assets and non-probate assets such as 401(k)s, IRAs, life insurance policies, pay upon death accounts, and revocable trusts.  See Florida Statute 732.2035.

However, you must file your election to take the Elective Share within six months of receiving notice of administration of the estate or within two years after the decedent’s death. Sometimes if might be appropriate to move for an extension of time to file an elective share; however, the absolute latest date in which you can file your election is within two years from death of your spouse. Ironically, this is the same time that a normal creditor is given to file a claim in an estate.

Tortious interference of a testamentary expectancy is a “tort” or a wrongful act that causes economic harm to another person, and allows for compensatory and punitive damages.

The plaintiff must prove the following elements to establish a claim for the Tort of Intentional Interference with Expectancy:

  1. decedent had a fixed intention to leave a portion of his or her estate to the plaintiff and

Are you getting close to retirement? Do you want to develop an effective estate plan but you are not sure how to start? If your answer to one of these two questions is affirmative, you have come to the right resource. We are all aware how important it can be to come up with the right estate plan, especially when retirement is just around the corner. You need to make sure that your assets are going to go to the right people, as well as that these are not going to be burdened with too many taxes. So, keep on reading and discover some great tips on estate planning.

1 Draw up a will

No matter how difficult it is to think about this final stage of life, you should create a will. This is an essential part of estate planning, as it will decide who will inherit your assets. Apart from real estate, you can name who will inherit non-financial assets – these can include cars, jewelry pieces or other valuable items.

It’s a good idea to consult with a professional lawyer, as such an attorney can help you come up with the best version of your will. You should also know that certain assets cannot be listed in the will; for example, you cannot leave your retirement account or life insurance policy to another party. Instead, you will have to consult with the financial institution in question and see the existent regulations.

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Most seniors do their best to prepare for the unfortunate, inevitable, outcome that one day they will pass away.  They create their will, and with painstaking detail allocate their hard-earned money and assets to spouses, children, family, friends, and charities.  But what if there is not money or assets left over to leave for loved ones?  What many do not realize is that paying taxes, helping the family, and subsiding off of what Social Security provides are not the things that typically bankrupt most seniors.  So what is?  A simple Google search into Long Term Health Care will bring up horror stories many Americans experience and will continue to face.  Hard working Americans, who have been saving for 40 years, end up penniless at the end.  It is expected that 70% of seniors over the age of 65 will need long term health care at some point in their life.  With the incoming influx of baby boomers, the problems only seem to compound.  Combine that with the fact that the estimated cost of staying in a nursing home is close to $9,500 dollars a month, one can easily see how their life-time savings can disappear.  When the average time spent in long term health care is three years, at $9,500 a month, that comes out to $342,000.  Everyone wants to ensure that their spouse, children, and family are provided for as best as possible, especially when they can no longer be an influence.  Below you can find more information on what probate is, the benefits and problems with Medicare and Medicaid, as well as some typical ways people can secure funds and assets.

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The number of people living with Alzheimer’s disease in the United States is growing rapidly. So, too, are the number of myths surrounding the disease and other forms of dementia. Let’s begin by looking at what we do know about the prevalence of Alzheimer’s before investigating some of the more common myths.

Approximately 5.5 million Americans are currently living with Alzheimer’s disease. Of these, some 5.3 million are 65 years of age or older. In addition:


  • One in 10 people 65 and over has Alzheimer’s disease
  • Nearly two out of three Americans with Alzheimer’s disease are women
  • African-Americans are approximately twice as likely as older Caucasians to have Alzheimer’s or other forms of dementia
  • Hispanics are about one and one-half times as likely to have Alzheimer’s or other dementias as older Caucasians
  • As the population grows older, the number of new cases of Alzheimer’s disease is expected to soar
  • Today, someone in the United States develops Alzheimer’s disease every 66 seconds. By 2050, this figure is likely to increase to one new case every 33 seconds

Now let’s look at some of the most common myths surrounding Alzheimer’s disease and other forms of dementia.

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