GUARDIANSHIP COMPREHENSIVE EXAM
UPDATED QUESTIONS AND ANSWERS SURE
A+
✔✔When is a successor guardian needed? - ✔✔Death of a guardian, resignation of a
guardian, incapacitation of a guardian, removal of a guardian by the court.
✔✔If the guardian dies, what happens to the Ward? - ✔✔There is no decision maker
until a successor guardian is appointed.
✔✔When does a temporary guardianship expire? - ✔✔60 days
✔✔how often is a guardian required to visit the Ward? - ✔✔Once a month
✔✔How often should a guardian visit a Ward? - ✔✔As often as they can
✔✔What does POD stand for? - ✔✔Payable on death
✔✔A Ward is having sex with another resident of the facility. What is the most
appropriate course of action for the guardian to take? - ✔✔Determine if the sexual acts
are consensual
✔✔A Ward was abused by her brother and is displaying signs of that abuse. The
brother now wants to visit with the Ward. What is the most appropriate course of action?
- ✔✔Allow Ward to have supervised visits with her brother if she wants to see him.
✔✔What is the appropriate venue to file an application of guardianship?> - ✔✔the court
within the county in which the proposed Ward lives.
✔✔What is the least important factor in decision making regarding Ward?> - ✔✔Cost
, ✔✔Who provides a second opinion regarding serious medical treatment needed for a
Ward? - ✔✔An independent doctor
✔✔What is the purpose of a Qualified Income Trust (Miller Trust) - ✔✔To make a
person eligible for Medicaid
✔✔When is a Qualified Income Trust (miller trust) needed? - ✔✔When a person's
monthly income is 3 times the amount of the current SSI payment.
✔✔Is a court order necessary to establish a Qualified Income Trust? - ✔✔yes
✔✔What might a veteran of the US armed forces Who served during a time of war or
period of conflict be eligible for? - ✔✔Aid and assistance for unreimbursed medical
expenses/care
✔✔How many days does the guardian have to file an inventory after qualification? -
✔✔30 days from the qualification
✔✔What reporting requirements does a Guardian of Estate have to file - ✔✔An annual
account
✔✔When can a temporary guardian be appointed - ✔✔When a proposed Ward is in
imminent danger
✔✔Who is appointed by the court to represent the Wards best interest - ✔✔Guardian
Ad Litem (GAL)
✔✔Who is appointed by the court to represent the Ward's wishes - ✔✔Attorney Ad
Litem (AAL)
✔✔How many days does a certified guardian have to notify the JBCC in writing of any
change in name, address, or telephone number - ✔✔30 days
✔✔What must be contained on each document filed with the court by the certified
guardian - ✔✔the certified guardian's certification number
✔✔When must the Guardian of Estate file an investment plan - ✔✔180 days from the
appointment date
✔✔When must a creditors notice be filed - ✔✔within 30 days of the qualification date
✔✔When is an annual report/account due - ✔✔Within 14 months after the qualification
date
UPDATED QUESTIONS AND ANSWERS SURE
A+
✔✔When is a successor guardian needed? - ✔✔Death of a guardian, resignation of a
guardian, incapacitation of a guardian, removal of a guardian by the court.
✔✔If the guardian dies, what happens to the Ward? - ✔✔There is no decision maker
until a successor guardian is appointed.
✔✔When does a temporary guardianship expire? - ✔✔60 days
✔✔how often is a guardian required to visit the Ward? - ✔✔Once a month
✔✔How often should a guardian visit a Ward? - ✔✔As often as they can
✔✔What does POD stand for? - ✔✔Payable on death
✔✔A Ward is having sex with another resident of the facility. What is the most
appropriate course of action for the guardian to take? - ✔✔Determine if the sexual acts
are consensual
✔✔A Ward was abused by her brother and is displaying signs of that abuse. The
brother now wants to visit with the Ward. What is the most appropriate course of action?
- ✔✔Allow Ward to have supervised visits with her brother if she wants to see him.
✔✔What is the appropriate venue to file an application of guardianship?> - ✔✔the court
within the county in which the proposed Ward lives.
✔✔What is the least important factor in decision making regarding Ward?> - ✔✔Cost
, ✔✔Who provides a second opinion regarding serious medical treatment needed for a
Ward? - ✔✔An independent doctor
✔✔What is the purpose of a Qualified Income Trust (Miller Trust) - ✔✔To make a
person eligible for Medicaid
✔✔When is a Qualified Income Trust (miller trust) needed? - ✔✔When a person's
monthly income is 3 times the amount of the current SSI payment.
✔✔Is a court order necessary to establish a Qualified Income Trust? - ✔✔yes
✔✔What might a veteran of the US armed forces Who served during a time of war or
period of conflict be eligible for? - ✔✔Aid and assistance for unreimbursed medical
expenses/care
✔✔How many days does the guardian have to file an inventory after qualification? -
✔✔30 days from the qualification
✔✔What reporting requirements does a Guardian of Estate have to file - ✔✔An annual
account
✔✔When can a temporary guardian be appointed - ✔✔When a proposed Ward is in
imminent danger
✔✔Who is appointed by the court to represent the Wards best interest - ✔✔Guardian
Ad Litem (GAL)
✔✔Who is appointed by the court to represent the Ward's wishes - ✔✔Attorney Ad
Litem (AAL)
✔✔How many days does a certified guardian have to notify the JBCC in writing of any
change in name, address, or telephone number - ✔✔30 days
✔✔What must be contained on each document filed with the court by the certified
guardian - ✔✔the certified guardian's certification number
✔✔When must the Guardian of Estate file an investment plan - ✔✔180 days from the
appointment date
✔✔When must a creditors notice be filed - ✔✔within 30 days of the qualification date
✔✔When is an annual report/account due - ✔✔Within 14 months after the qualification
date
