All children gradually transition into adulthood. When a child has specialized needs, it is wise to plan for this transition ahead of time, to ensure a smooth and successful process
There are many aspects to transition:
Living arrangements
Transition from pediatric to adult healthcare providers
Education and employment
Legal decision-making
Self advocacy
The Down Syndrome Transition Handbook helps parents prepare their child for independent adult life. It's full of practical tips and step-by-step instructions to help families envision their child's future, develop a transition plan, and implement it. There's also a wealth of information about adults in their twenties or thirties living at home who are still struggling with finding a job, locating housing, or establishing a meaningful life in their community, and who could achieve more independence with the right guidance and supports.
This book outlines the steps of transitioning, with an emphasis on the necessity of the child playing an active role in the process. It considers everything families need to know--from meeting broad, basic needs such as finding meaningful ways to fill one's days (work, volunteering, leisure activities, training & education, exercise) and how to get around (driving vs. using public transportation) to addressing specific needs such as whether to leave high school at age 21 or earlier and how to maintain eligibility for benefits by keeping income and assets within allowable limits.
Supported Living Skills (SLS) vs. Independent Living Skills (ILS)
Supported Living Services (SLS): Provides services to someone living in their own home (not with their parents/guardians). Services can include up to be 24/7 care. Note that regional centers do not help pay for rent.
Independent Living Skills (ILS): Provides services of teaching skills to live independently, less intensive care than SLS and more individualized.
The Children's Hospital of Philadelphia has developed wonderful worksheets that address various aspects of transition. You can access them all here:
https://www.chop.edu/services/trisomy-21-toolkit-transitioning-adult-medical-care
Legal decision making is an important piece of transition. There are many options to continue to be involved in your young person's life, and knowing your options is crucial to supporting your young person's rights
It is important to know that California passed a Next of Kin law https://leginfo.legislature.ca.gov/faces/billCompareClient.xhtml?bill_id=202120220AB2338&showamends=false. If your young person states that they want you to make decisions for them, or can't express themselves, you can continue to make decisions on their behalf without a conservatorship
Other options that keep your child and you in control for healthcare are:
HIPAA release form
Authorized Representative for dealing with insurance and paperwork
Power of Attorney and/or Advance Directives
Supported Decision Making agreements (there is new legislation that defines that, AB1662)
If someone is a regional center client with no paperwork, the designee of the Regional Center ED can sign consents. The RC is required by law to defer to parents or family if they are involved.
Do nothing and rely on the Next of Kin law—you may have some trouble accessing medical records or dealing with people over the phone without some paperwork.
Other options that keep you and your child in control for finances are:
Representative Payee for Social Security/Bank account
Authorized Representative for CalAble Account
Joint account (risks to this though so understand it because if the amount of money is >$2000 is could impact public benefits)
Special Needs Trust (first party, second party, pooled)
Debit cards that have features where you can limit the amount of money loaded, where it can be used or the types of purchases.
What is SDM?
A less restrictive alternative than conservatorship
Helps people with disabilities make their own decisions about big and small aspects of their lives with people they trust
Very informal as SDM is not based on a binding contract; it is not notarized
Participant with disabilities retain their legal rights
Why SDM?
Participants with disabilities retain their legal rights, as SDM is less restrictive than conservatorship
Empowers people with disabilities to make their own decisions
SDM and Person-Centered Planning:
People with disabilities decide who helps them make decisions
During the regional center planning process, people with disabilities have the right to exclude people from the planning process as well as have the first and final say in the services they want / think would be most beneficial for them
More info below:
http://www.supporteddecisionmaking.org/
http://supporteddecisions.org/about-sdm/
This is an alternative to conservatorship for decision making support allows someone to choose who can assist them with healthcare, finances, etc. if they cannot make such decisions for themselves. A person can use this to get decision making support at anytime, but they can also revoke it. Just needs to be notarized (usually $15 at a UPS store).
Credit: this information is adapted from resources by the Dale Law Firm
What is a Limited Conservatorship?
A limited conservatorship is a court proceeding whereby an individual or agency is appointed to be responsible for a developmentally disabled adult. These conservatorships are “limited” because the developmentally disabled adult retains the power to care for her or himself and/or manage her or his financial resources to the extent that the court finds that he or she is able to do so. The limited conservator cares for and controls those aspects of daily life that he court finds the developmentally disabled adult cannot competently handle. It is important to know that a conservatorship strips the person of their decision making rights, and places them in the hand of a judge, who can then appoint a conservator
Does every person with a developmental disability need a limited conservatorship?
NO!! A limited conservatorship is not required merely because a person has a developmental disability.
What alternatives are there to a limited conservatorship?
See above. There are many
When can conservatorship proceedings begin?
If the proposed conservatee is a minor, the petition may be filed so that the conservatorship may be effective immediately upon the child turning 18
Who can establish a Limited Conservatorship?
A petition for the appointment of a conservator may be filed by:
The proposed conservatee
The spouse of the proposed conservatee
A relative of the proposed conservatee
Any interest public officer or employee of an interested public agency of California
Any other interested person or friend of the proposed conservatee
What are the duties of a Limited Conservator?
The limited conservator is responsible for the limited conservatee’s treatment, training, education, medical and psychological services, and social and vocational opportunities as appropriate and assists the limited conservatee in the development of maximum self-reliance and independence.
What powers may the Conservator request?
A limited conservatorship can do any combination of these, as determined by the Court:
Determine the residence of the conservatee
Access to confidential records
Control right to marry
Control the right to contract
Consent for medical treatment
Control social and sexual contacts
Make educational decisions
A conservator cannot:
Control the conservatee’s wages from a job or salary
Approve harmful medical treatment
Force medication therapy
Have the conservatee sterilized
Have the conservatee committed to an institution
Agree to electro-convulsive shock therapy
Agree to psychotherapy
Have any other powers not specified by the court
A conservatee keeps the rights to:
Control their own wages/salary
Make or change a will to say who gets their personal items when they die
Receive personal mail
Vote, unless the judge takes away that right
Be represented by an attorney
Ask for a new conservator
Ask for the conservatorship to end
Who can be appointed a conservator:
A person 18 years or older and who will act in the conservatee’s best interests
Judge may appoint more than one conservator (co-conservator)
A conservator must give other people an official copy of the Letters of Conservatorship in order to be recognized as a conservatee’s conservator (ie. Letters of Conservatorship must be given to doctors, financial people, etc. or else the conservator’s position may be disregarded).
How to obtain conservatorship:
A proposed conservator files a petition with the court.*
Copies of the petition are sent to the intended conservatee and to the regional center.
The regional center will assess the conservatee and determine the degree of disability and ultimately recommend the appropriate rights to take away from the intended conservatee.
A court investigator is assigned to the case, and they must explain and review the petition to the conservatee and determine whether the conservatee wants to challenge the conservatorship.
Intended conservator must go to the hearing, unless judge appoints an exception. A judge will appoint the conservator an attorney.
The court process concludes with the judge deciding whether or not an individual can care for their own needs. The court may or may not appoint a person as the conservator.
*The petition that the intended conservator must file with the court is tedious. Although intended conservators can go through the legal proceedings on their own, some opt to pay for legal help and representation.
What to do if there is a disagreement between conservator/conservatee, or if a conservatee wants to end a conservatorship:
It is INCREDIBLY DIFFICULT to reverse conservatorships. This is why it is important to consider all other options
Support from an attorney, from your department of developmental services case manager, and your loved one's work or day program will likely be required
Requires a court hearing