CPG Roles and Responsibilities 3

Question 1

Which principle requires a guardian to choose the option that most closely reflects what the ward would have chosen when capable?

Accepted Answer

Substituted judgment standard

Answer

The substituted judgment standard directs guardians to make decisions based on the ward's previously expressed values, preferences, and choices rather than what others think is best.

Question 2

A guardian of property wants to make a charitable donation from the ward's funds to a cause the ward supported before losing capacity. What should the guardian do?

Accepted Answer

Review state law, the guardianship order, and seek court approval if required

Answer

Charitable donations from a ward's estate may require court approval depending on state law and the guardianship order, as they permanently reduce available assets.

Question 3

A professional guardian oversees multiple wards. How must the guardian handle the financial accounts of each ward?

Accepted Answer

Keep each ward's funds in completely separate, individually titled accounts

Answer

Guardian funds must never be commingled; each ward's assets must be held in separate accounts to prevent confusion, liability, and potential misappropriation.

Question 4

What does the term 'plenary guardianship' mean in the context of a guardian's roles and responsibilities?

Accepted Answer

Full guardianship covering all personal and financial decisions

Answer

Plenary guardianship grants the guardian authority over all aspects of the ward's life, including personal care and financial matters, representing the most comprehensive form of guardianship.

Question 5

A guardian discovers that a facility housing the ward has filed a lien against the ward's property for unpaid fees that the guardian believes are incorrect. What should the guardian do?

Accepted Answer

Investigate the claim, dispute it if unwarranted, and consult legal counsel

Answer

A guardian has a fiduciary duty to protect the ward's estate, which includes investigating and disputing improper claims or liens with legal assistance if necessary.

(CPG) Certified Professional Guardian Practice Test

(CPG) Certified Professional Guardian Practice Test

CPG Roles and Responsibilities 3