Berg Bryant Elder Law Group, PLLC

Attorney for Someone with Dementia: The Challenge


When managing the complex challenges of dementia, you may still have time to hire an attorney for your estate planning and long-term care. Dementia, including Alzheimer’s disease, can gradually diminish a person’s ability to make informed and conscious decisions regarding their health, finances, and legal affairs. An elder law attorney for someone with dementia is the proper professional to assist with the legal side of the diagnosis.

A durable power of attorney (POA) is essential to prepare for this eventuality. It would be best if you also looked at trust planning. This legal document grants a chosen representative, an attorney-in-fact or agent, the authority to decide on your behalf if you are no longer capable.

Attorney for Someone with Dementia

The specifics of a POA can vary, but it generally covers decisions related to financial affairs. In Florida, you will want very specific language in your durable power of attorney and include initials if Medicaid, nursing homes, or other long-term care seems likely. Create these directives while you or your loved one with dementia is still able to participate in the decision-making process.

It’s advisable to consult with legal professionals specializing in elder law or estate planning to ensure that all documents are tailored to meet your needs and comply with state laws. These experts can guide how to protect assets best and plan for future care, taking into account the progression of dementia or Alzheimer’s disease. A board-certified Florida Elder Law Attorney is the best choice for Florida residents.

If you are in Northeast Florida and you are looking for an attorney for someone diagnosed with dementia, then contact our law firm.

Understanding Dementia and Legal Capacity Determinations

Dementia can profoundly impact an individual’s ability to make decisions, which often leads to legal capacity evaluations. Understanding the nuanced implications of mental capacity within Florida law is essential when handling legal matters for those with dementia.

Defining Mental Capacity under Florida Law

In Florida, mental capacity is the ability to comprehend information and make decisions based on that understanding entirely. If someone is suspected of being incapacitated, a judge is the final person to determine their capacity level. This is crucial as it can affect their autonomy and the ability to manage their affairs. Professionals, such as physicians, can provide expert opinions, but the ultimate decision on capacity lies with a judge.

Dementia Progression and Legal Implications

As dementia progresses, an individual may experience a diminished capacity to make informed decisions. Because of this, legal documents signed by someone with dementia could be considered voidable if they could not fully understand the terms. It becomes complicated when symptoms fluctuate, often requiring careful, repeated assessments of their legal capacity.

Legal Effect of Lacking Capacity When Signing Florida Legal Documents

In Florida, a legal document signed by someone lacking capacity can be challenged and potentially invalidated. This lack of capacity to understand the document, whether a will or a power of attorney, could lead to legal disputes and a possible Florida guardianship being established to protect the person’s interests.

Undue Influence under Florida Law

Undue influence occurs when someone takes advantage of a person’s vulnerability due to diminished mental capacity. Florida law is clear: A contract or will influenced in such a way can be overturned. Proving undue influence typically requires clear evidence that the affected person’s free will was compromised. While being a dutiful caregiver is a defense to undue influence in Florida, the primary caregiver must take a back seat when planning.

Expert Witness for Capacity Determinations

Medical professionals may act as expert witnesses in court to advise on an individual’s mental and legal capacity. While a judge makes the final determination, the ethics of a clinician’s testimony about dementia and capacity are critical. They must offer unbiased, fact-based insights, whether in cases of determining a lack of capacity or assessing undue influence.

Establishing Power of Attorney in Florida

When planning for the future, establishing a power of attorney is a crucial step, especially if you’re dealing with diminished capacity due to conditions like dementia. It’s essential to understand the legal effect of signing a power of attorney documents, as they will authorize another person to make decisions on your behalf.

Durable Power of Attorney

durable power of attorney is a legal document that remains in effect even if you become mentally incapacitated. Unlike a standard power of attorney, which becomes invalid if you lose mental capacity, a durable power of attorney ensures that your designated representative can manage your affairs uninterrupted. To create a durable power of attorney, you must be competent when signing, meaning you understand the document’s implications and the extent of the power you’re granting.

  • Understanding Legal Effect: Before signing, ensure you fully comprehend that the person you designate will have the authority to handle your affairs and that the document will remain effective if your capacity declines.

Financial Decisions

By establishing a power of attorney, you appoint someone to make financial decisions and manage your assets. This can include paying your bills, managing your investments, and safeguarding your property. Choosing someone trustworthy will act in your best interests is vital.

  • Financial Powers: Carefully select someone who will responsibly handle tasks such as managing bank accounts, real estate transactions, and other financial duties.

A power of attorney should reflect your wishes accurately, and it’s recommended to consult with a legal professional to ensure it’s drafted correctly. They will help ascertain that all legal documents meet your state’s requirements and that your rights are protected.

Advance Healthcare Directives

When planning for health care in the context of dementia, it is crucial to understand the role of advanced healthcare directives. These legal documents allow you to articulate your healthcare preferences and appoint someone to decide on your behalf if you cannot.

Living Will

living will is a written, legal document that details your wishes regarding medical treatments at the end of your life. In the event of a severe illness like end-stage dementia, where you might not be able to communicate your healthcare choices, a living will guide your physician and loved ones. It typically includes instructions on the extent of medical interventions you want or don’t want, such as life support or resuscitation efforts.

Health Care Directive

healthcare directive, sometimes known as a designation of healthcare surrogate, enables you to appoint a trusted surrogate to make medical decisions if you’re incapacitated. This is especially pertinent if you have dementia, as the disease can progressively impair your ability to make informed decisions. Your designated healthcare agent will work with your healthcare providers to ensure that your medical care aligns with your preferences as the advance directive dictates.

Planning for Long-Term Care

When preparing for the possibility of long-term care, understanding your legal and financial options is crucial. Establishing a solid plan with the guidance of an elder law attorney can ensure that your wishes regarding long-term care, asset protection, and financial affairs are honored.

Elder Law and Estate Planning Attorney for Somone with Dementia

Elder law revolves around the aging population’s concerns, and estate planning is vital to this. It’s essential to draft documents like wills and trusts that outline your preferences for how your estate should be handled. An elder law attorney can offer specialized advice on putting these legal safeguards in place, ensuring your assets are managed according to your wishes should you require long-term care in an assisted living or nursing home facility.

Long-Term Care Options

Long-term care encompasses a range of services designed to meet your health, or personal care needs during a short or extended period. These include assisted living facilitiesnursing homes, and in-home care services. Understand that each option provides different levels of care and how they align with your personal care needs and lifestyle preferences.

Medicaid Planning and Asset Protection

Medicaid planning is an essential aspect of long-term care as it involves structuring your finances to potentially qualify for Medicaid, which can cover the costs of long-term care. However, qualifying for Medicaid requires careful asset management. Strategies like setting up trusts or spending down assets need to be carefully timed and structured, often requiring the expertise of an elder law attorney to ensure that your assets are protected while maintaining eligibility for government assistance.

Florida Guardianship Overview and Dementia

When you are considering guardianship in Florida for a family member with dementia,  understand that this legal process is designed to ensure the safety and well-being of those who cannot make decisions for themselves due to incapacitation.

At our firm, we believe that guardianship should be avoided if possible. Any professional recommending guardianship should be able to describe it specifically and give you fact-based reasoning to support the recommendation.

Guardianship Procedures

As someone seeking to establish guardianship in Florida, you must navigate specific legal procedures. A petition must be filed in court to declare the individual incapacitated. Following this, the court will appoint a committee of three professionals to assess the person’s mental and physical condition. This committee typically includes two doctors and another expert knowledgeable in the field related to the individual’s condition.

The court will proceed with a guardianship hearing if the committee finds that the person cannot manage their affairs. If guardianship is deemed necessary at this hearing, the court will appoint a guardian. You must understand that an elder law attorney can significantly assist throughout this process.

The appointed guardian will make decisions for the incapacitated person, now legally referred to as the ward. These decisions can range from daily care to financial matters. Florida law emphasizes the appointment of a guardian as a last resort when no less restrictive means of intervention, such as durable power of attorney, trust, or health care surrogate, is effective or available.

The state of Florida recognizes that once an adult is incapacitated and cannot sign legal documents, guardianship is one of the few alternatives that can provide the necessary authority to make decisions on the incapacitated person’s behalf. If you seek to become a guardian, you are usually required to undergo background checks and may need to complete a court-approved training course.

It’s vital to comprehend that Florida law, particularly under FS 744.102(1), allows for the incapacitated person’s desires to be taken into account; thus, the chosen guardian should respect those wishes as much as possible, as confirmed by Florida Bar Rule 4-1.14. The role and duties of a guardian are substantial, and often, the court will limit the guardian’s authority to encourage the ward to maintain as much independence and self-reliance as their condition allows.

To ensure that the guardianship serves the best interest of your loved one with dementia, it is recommended to secure guidance from a seasoned elder law attorney who can assist with navigating the complexities of Florida’s guardianship laws and procedures.

If you are looking for an attorney for someone with dementia and that person is located in Northeast Florida, then contact us to get started to review the situation.

Frequently Asked Questions

In navigating the complexities of dementia care, legal readiness is essential. Here, you’ll find clear answers to pivotal legal concerns that can influence long-term planning and care strategies.

What are the financial responsibilities when caring for someone with dementia?

When caring for someone with dementia, you manage their personal finances, medical bills, and care costs. It’s essential to ensure their assets are used sustainably to support long-term care needs.

What legal documents should someone with dementia have in place?

Essential legal documents for a person with dementia include a durable power of attorney, a will, advanced directives for healthcare, and possibly a living trust to manage assets effectively.

Can you get a power of attorney for someone with dementia?

Dementia progressively impairs one’s ability to make informed decisions, which can eventually lead to a lack of legal capacity. Early legal planning is crucial before the individual cannot participate in legal decisions.

If someone with dementia signs a legal document in Florida, is it invalid?

Not necessarily. People with dementia may still have “lucid intervals” of clear thinking. If they sign during such a period and understand the nature and consequences of the document, it can be valid. Consulting with an elder law attorney is advisable.

How can one obtain guardianship for a parent with dementia?

To obtain guardianship, you must file a petition in court demonstrating the person’s incapacity and suitability as a guardian. This is a significant legal step and typically requires the involvement of a lawyer.

Is it too late to get a durable power of attorney under Florida law when there is dementia?

It’s not too late if the person with dementia still understands the meaning and importance of the document. Guardianship might be the alternative legal route you’d have to consider if they lack this capacity.

Berg Bryant Elder Law Group, PLLC.

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