Elder Law News

Guardian Or Other Fiduciary Is Appointed To Represent The Client, The Lawyer Should Look To The Court Appointed

The lawyer also cannot use confidential information relating to the prior representation of the client to the disadvantage of the client, or for the advantage of the lawyer or a third party, such as the child, without the client’s consent after consultation. Mass. R. Prof. C. 1.9(c). However, the lawyer may, and in certain circumstances must, disclose information regarding the client’s preference for a particular guardian, as where the client has nominated a person to serve as guardian by the client’s durable power of attorney. See Guardianship of James A. Smith, 43 Mass. App. Ct. 493 (1997) (when a principal has nominated his future guardian by durable power of attorney, the Probate Court must appoint the person so nominated in the absence of good cause or disqualification, and the person so nominated is entitled to notice of a hearing to appoint a guardian of the principal).

If a guardian or other fiduciary is appointed to represent the client, the lawyer should look to the court-appointed fiduciary to make decisions on behalf of the client. See Mass. R. Prof. C. 1.14, comment [2]. The lawyer does not have a continuing ethical obligation to represent the ward’s interests after the guardian is appointed. Matter of Hocker, 439 Mass. 709 (2003) (Mass. R. Prof. C. 1.14 imposes no affirmative duty on a lawyer appointed by a judge during guardianship proceedings to continue to represent her client after the judge has adjudicated the client to be mentally incompetent, appointed a permanent guardian for the client, and vacated the appointment). However, the lawyer may have continuing ethical obligations to the client, including the obligation to preserve the client’s confidences pursuant to Mass. R. Prof. C. 1.6, subject to the exceptions enumerated in that rule.

The key to following the ethical rules discussed above is to focus on who is the client. Even when a client becomes incapacitated, the lawyer remains obligated to treat the client as a client under the ethical rules.

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	Did You Know?
	Medicaid does not provide medical assistance for all poor persons. Even under the broadest provisions of the Federal statute (except for emergency services for certain persons), the Medicaid program does not provide health care services, even for very poor persons, unless they are in one of the designated eligibility groups. Low income is only one test for Medicaid eligibility; assets and resources are also tested against established thresholds.