Section 2.60.120. Definitions.


Latest version.
  • Unless the context indicates otherwise, as used in 2 AAC 60.070 - 2 AAC 60.120,  
    		(1) "annual court report" means the annual report required by AS 13.26.118(a) or any other client-related annual accounting report ordered by the court;  
    		(2) "case opening" means the internal administrative process used by OPA in establishing a temporary or permanent guardianship or conservatorship case, including the following:  
    			(A) applying to be payee on a client's funds;  
    			(B) collecting and reviewing necessary financial, legal, medical, or social information pertaining to a client or a client's estate;  
    			(C) opening bank or other financial accounts on a client's behalf;  
    			(D) assigning OPA representatives to perform guardianship and conservatorship responsibilities for a client;  
    			(E) collecting and receiving property for a client;  
    			(F) creating files, summaries, and other documentary information necessary for the management of a client or a client's estate; and  
    			(G) all other activities related to preparing for and assuming the responsibilities of guardian or conservator;  
    		(3) "client" means a ward as defined in AS 13.26.005(10), or a protected person as defined in AS 13.26.005(16), for whom OPA has been appointed full, partial, or temporary guardian or conservator;  
    		(4) "costs" means those amounts expended by OPA to provide reasonable services to a client, including transportation and lodging for its employees, court visitors, and respondent's counsel;  
    		(5) "estate" means all property and assets owned by a client, including the following:  
    			(A) cash;  
    			(B) savings accounts;  
    			(C) checking accounts;  
    			(D) native corporation interests;  
    			(E) certificates of deposit;  
    			(F) money market accounts;  
    			(G) commercial fishing permits;  
    			(H) bonds, stocks, negotiable securities, or other instruments;  
    			(I) mutual fund shares;  
    			(J) other tangible personal property; and  
    			(K) real estate;  
    		(6) "fee" or "fees" means any amounts charged or collected by OPA against a client or a client's estate for guardianship or conservatorship services, including case opening fees, monthly guardianship or conservatorship service fees, and fees for the sale or management of real or personal property;  
    		(7) "financial hardship" means that the total value of liquid assets of a living client would be inadequate to provide or obtain residential care, food, housing, medical care and other treatment, or other goods or services vital to the well-being of the client or the client's dependents, resulting in the risk of harm to the client or the client's dependents;  
    		(8) "guardianship and conservatorship services" means work performed by OPA and its representatives after appointment as a guardian or conservator by the court, and all guardianship and conservatorship services performed on behalf of a client, including the following:  
    			(A) application for and maintenance of eligibility for entitlement programs and any other benefits for which a client is eligible;  
    			(B) preparation and filing of periodic court reports, inventories, and annual and final accounts;  
    			(C) sale or other disposition of real or personal property;  
    			(D) managing assets of an estate;  
    			(E) securing residential placements and transfers;  
    			(F) monitoring, evaluating, and consenting to medical treatment and habilitation programming;  
    			(G) appearing for and representing a client in legal and administrative proceedings;  
    			(H) procuring other outside services for the benefit of a client or a client's estate; and  
    			(I) quarterly and other visits as necessary to provide an active guardianship or conservatorship program;  
    		(9) "inventory" means a list of all property owned by a client that is filed with the court by OPA;  
    		(10) "liquid assets" means the portion of a client's estate comprised of cash, negotiable instruments, dividends, or other similar property that is readily convertible to cash and has a readily ascertainable fixed value, including the following:  
    			(A) savings accounts;  
    			(B) checking accounts;  
    			(C) certificates of deposit;  
    			(D) money market accounts;  
    			(E) bonds;  
    			(F) stock;  
    			(G) negotiable securities or other instruments; and  
    			(H) mutual fund shares;  
    		(11) "OPA" means the Office of Public Advocacy.  
    

Authorities

13.26.410;44.21.410

Notes


Authority
AS 13.26.410 AS 44.21.410
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History
Eff. 3/25/95, Register 133