January 2012

Guardianship Handbook Now Available

Revised and Updated Guardianship Handbook Now Available

What do you do if your grandfather, who lives alone and can no longer cook for himself, won't leave his home for a nursing home or assisted living facility?

What do you do if your aunt can no longer manage her finances but seems capable of caring for herself in her small apartment?

These questions and others are answered in the new edition of the Guardianship Handbook . . .

The Law & Health Care Program at the University of Maryland Francis King Carey School of Law (UM Carey Law) and the Delivery of Legal Services Section Council of the Maryland State Bar Association (MSBA) have published a guide to help both laypeople and attorneys navigate adult guardianship in Maryland. “Guardianship and Its Alternatives: A Handbook on Maryland Law” was originally written by UM Carey Law Professor Joan O'Sullivan, a champion for the legal rights of the elderly, who passed away in 2007. The 2011 Edition was revised and updated by Virginia Rowthorn, JD, Managing Director of the Law & Health Care Program, and Ellen Callegary, JD, a prominent elder law and disability lawyer in Maryland.

Callegary, a 1978 graduate of UM Carey Law and a member of the Alumni Board, is a founding partner of the Baltimore law firm of Callegary & Steedman, P.A and has a long history of involvement in disability and elderly issues. During her ten years as an Assistant Attorney General for the State of Maryland, she worked directly with two Attorneys General advising state agencies on matters related to the rights of persons with disabilities and serving as principal counsel for the Department of Juvenile Services. She also serves as an Adjunct Professor of Law at UM Carey Law, where she most recently taught the Civil Right of Persons with Disabilities Seminar. Rowthorn, who has worked for DLA Piper and the Office of General Counsel at the U.S. Department of Health and Human Services, and served as a Legislative Assistant on the US Senate Veterans Affairs Committee, teaches the Health Law Workshop and directs the Health Law Externship Program.

The impetus for the updated Handbook was various changes in guardianship law over the last two decades and a realization by elder law and disability lawyers on the Delivery of Legal Services Section Council that there is a great need for practical, easy-to-read advice regarding guardianship for elderly and disabled Maryland residents. Suzanne Sangree, Chief Solicitor at the Baltimore City Department of Law, and Past Chair of the Delivery of Legal Services Section Council and Yoanna Moisides, Assistant Director of Advocacy for Training and Pro Bono at Maryland Legal Aid, and Current Chair of the Section Council also wanted a Handbook that set forth a comprehensive list of alternatives to the formal guardianship process, a time-consuming and sweeping process that may not always be necessary to address a number of problems associated with lack of decision-making capacity.

Supported by funds from the Law & Health Care Program, the Rueben Shiling Mental Health Law Fund, the Dr. Richard H. Heller Fund, and the Maryland Bar Foundation, the Handbook will be made available free of charge to attorneys and laypeople throughout the state. All or portions of the Handbook can be duplicated and distributed without charge with proper attribution to the UM Carey Law’s Law & Health Care Program and the Maryland State Bar Association.

Guardianship Handbook

What do you do if your grandfather, who lives alone and can no longer cook for himself, won't leave his home for a nursing home or assisted living facility?

What do you do if your aunt can no longer manage her finances but seems capable of caring for herself in her small apartment?

These questions and others are answered in the new edition of the Guardianship Handbook . . .

The Law & Health Care Program at the University of Maryland Francis King Carey School of Law (UM Carey Law) and the Delivery of Legal Services Section Council of the Maryland State Bar Association (MSBA) have published a guide to help both laypeople and attorneys navigate adult guardianship in Maryland. “Guardianship and Its Alternatives: A Handbook on Maryland Law” was originally written by UM Carey Law Professor Joan O'Sullivan, a champion for the legal rights of the elderly, who passed away in 2007. The 2011 Edition was revised and updated by Virginia Rowthorn, JD, Managing Director of the Law & Health Care Program, and Ellen Callegary, JD, a prominent elder law and disability lawyer in Maryland.

The impetus for the updated Handbook was various changes in guardianship law over the last two decades and a realization by elder law and disability lawyers on the Delivery of Legal Services Section Council that there is a great need for practical, easy-to-read advice regarding guardianship for elderly and disabled Maryland residents. The Handbook also sets forth a comprehensive list of alternatives to the formal guardianship process, a time-consuming and sweeping process that may not always be necessary to address a number of problems associated with lack of decision-making capacity.

The book is available as an online guide you can page through at: http://issuu.com/umcareylaw/docs/law_handbook?mode=window&backgroundColor=%23222222

Free Tax Return Preparation for You by Volunteers

The IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) Programs offer free tax help for taxpayers who qualify.

VITA
The VITA Program offers free tax help to people who generally make $50,000 or less and need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation to qualified individuals in local communities. They can inform taxpayers about special tax credits for which they may qualify such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled. VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations. Most locations also offer free electronic filing.

Find a VITA site near you or call 1-800-906-9887.

TCE
The TCE Program offers free tax help for all with priority assistance to people who are 60 years of age and older, specializing in questions about pensions and retirement issues unique to seniors. IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.

Find an AARP Tax-Aide, site near you or call 1-888-227-7669 for more information on TCE

Facilitated Self-Assistance
In addition to traditional face-to-face tax preparation, the IRS is launching a self-assistance service at select locations. If individuals have a simple tax return and need a little help or do not have access to a computer, they can visit one of the participating tax preparation sites and an IRS-certified volunteer will guide them through the process.

Find a Facilitated Self-Assistance site near you

Items you need to bring to the VITA/TCE sites to have your tax returns prepared:

  • Proof of identification – Picture ID
  • Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration or
  • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal and state returns if available
  • Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
  • Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number) if appropriate
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

It is extremely important that each person use the correct Social Security Number. The most accurate information is usually located on your original Social Security card. If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application. This form should be submitted to the nearest Social Security Administration Office.

If you or your dependent is not eligible to get a Social Security Number, you may need an Individual Taxpayer Identification Number (ITIN).

The text above comes from the IRS at: http://www.irs.gov/individuals/article/0,,id=107626,00.html

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