1. Clerk's Webinar June 20, 2014 Guardianship and Conservatorship Reporting Requirements

2. Reasons for Change Simplify and organize reporting requirements. Provide for one location for all guardians and conservators to find requirements. Additional flexibility. Ongoing court responsibility to monitor guardianship/conservatorship appointments. Include detailed guardian reporting requirements.

3. Statutory Changes Guardianship I.C. 15-5-209 Powers and Duties of Guardian of Minor I.C. 15-5-312 General Powers and Duties of Guardian I.C. 66-405 Order in Protective Proceedings Conservatorship I.C. 15-5-418 Repealed I.C. 15-5-419 Reporting Requirements for Conservators I.C. 66-405 Order in Protective Proceedings

4. Significant Differences – New and Old Requirements  No requirement for notary.  30 additional days after anniversary date to file reports.  Requirement to disclose relationship between any creditor and conservator or person under conservatorship.

5.  Detailed reporting content for guardians of minors and incapacitated adults.  Requirement to include contact information for both the guardian/conservator and the subject of the proceedings.

6. Idaho Court Administrative Rule (ICAR) 54.2 -Guardian Reporting (ICAR) 54.2 (ICAR) 54.2 A guardian must file a report: 1. 30 days following the anniversary date of the appointment; 2. Annually thereafter; 3. When the guardian resigns or is removed; and 4. When guardianship is terminated unless court determines otherwise.

7. Idaho Court Administrative Rule (ICAR) 54.2 - Guardian Reporting Report must be under oath or affirmation and shall contain: 1. Contact information; 2. Current condition of the person under guardianship; 3. Services provided to the person under guardianship;

8. 4. Frequency of guardian visits; 5. Current treatment plan; 6. Recommendations for continued guardianship or changes in scope; and 7. Other relevant information.

9. Idaho Court Administrative Rule (ICAR) 54.3 - Conservator Reports All conservators must file an: 1. Inventory within 90 days; 2. Accounting within 30 days of the anniversary date of the appointment; 3. Accounting annually thereafter;

10. 4. An accounting with a petition for resignation or termination of the appointment; 5. A final accounting within 30 days of removal; and 6. As ordered by the court.

11. 90 Day Inventory Inventory must be under oath or affirmation and shall contain: 1. Contac t information for conservator and person under conservatorship; 2. Description and fair market value of all assets; 3. Description of all encumbrances/debts; 4. Any other relevant information.

12. Accounting Accounting must be under oath or affirmation and shall contain: 1. Contact information for conservator and person under conservatorship; 2. Description of everything of value received by the person under conservatorship; 3. Listing of all payments; 4. Listing of net assets of the estate; 5. Any other relevant information.

13. Standardized Forms Guardianship Adult annual status report Adult annual status report NEW - Minor annual status report NEW - Minor annual status report Conservatorship IMPROVED - 90 day inventory IMPROVED - 90 day inventory I MPROVED - Accounting Large estate Small estate

14. ISTAR Changes

17. Questions

18. Contact Guardianship and Conservatorship Manager Nanci Thaemert PH: (208) 947-7458 Email: nthaemert@idcourts.net