People who suffer from a mental disability may need help managing their finances. The amount of assistance they need depends on their disability, what needs to be managed and who is willing and able to assist them. If the disabled person has minimal assets and only needs help managing a monthly government cheque, trusteeship can be arranged with the government department issuing the cheque.
This type of trusteeship is commonly called informal trusteeship. There are no Court costs involved and the informal trustee is only accountable to the department that issues the cheque and not the Court. Justice and Solicitor General. Office of the Public Guardian and Trustee. Open Government Licence - Alberta. Summary Detailed Information Description People who suffer from a mental disability may need help managing their finances.
Title and publication information Type Fact Sheet. Extent 3 pages. Frequency Once. Publisher Justice and Solicitor General. Contributor Office of the Public Guardian and Trustee. Place of Publication Edmonton.
Resource Dates Date Created Date Added T Date Modified Date Issued Language English Canadian. Contact Other toll-free in Alberta. Currently no related items.Contact your local OPGT office for more information.
Your Personal and Financial Decisions Matter. Guardianship: Adult Guardianship and Trusteeship Act. Guardianship: General Overview. Understanding Guardianship. Guide for Private Guardians. Protecting Minors Entitled to Money or Property. Capacity Assessment. Understanding Co-Decision-Making.
Decision-Making Options. Protective Measures and Investigations. Protective Measures and Investigations fact sheet. Understanding Enduring Powers Of Attorney.
Personal Directives: Choosing Now for the Future. Understanding Personal Directives. Personal Directives Registry.Deer Hunting 2018 Saskatchewan
Specific Decision-Making. Specific Decision-Making fact sheet. Your Role as a Specific Decision Maker. Supported Decision-Making. Tips for Newly Appointed Trustees. Assisting Represented Adults with Finances. Office of the Public Guardian and Trustee. Book a public presentation The OPGT does presentations about personal and financial matters for various organizations. Related Office of the Public Guardian and Trustee.The Office of the Public Guardian and Trustee, a branch of Alberta Justice and Solicitor General, provides services, tools and support for personal and financial matters to vulnerable Albertans and their families.
The annual report, published annually, presents information about the OPGT goals and progress made in reaching them. Also a reflection of the work done in the past three years to address the Office of the Auditor General recommendations. Human Services. Office of the Public Guardian and Trustee. Open Government Licence - Alberta. Publications Office of the Public Guardian and Trustee annual report.
Summary Detailed Information Description The Office of the Public Guardian and Trustee, a branch of Alberta Justice and Solicitor General, provides services, tools and support for personal and financial matters to vulnerable Albertans and their families.
Title and publication information Type Report Serial. Frequency Annual. Publisher Human Services. Contributor Office of the Public Guardian and Trustee. Place of Publication Edmonton. Start Date End Date Resource Dates Date Created Date Added T Date Modified Date Issued Language English Canadian. ISSN print Currently no related items.When you become a trustee, the court gives you legal authority to make financial decisions for them.
A trustee:. If the adult has limited financial assets and only needs help managing income from a government program or pension, such as Old Age Security, informal trusteeship might be a better option.
Read the agreement carefully. You need to get a capacity assessment done to determine whether the adult can make their own decisions. The capacity assessor may charge a fee for the assessment. There is a fee to check the background of each proposed decision maker. You will get more information about the background check process and the fee after you submit your application. If these costs are a financial hardship for you, contact the OPGT.
When you become a trustee, the court may ask for a trusteeship review in the future. Have a professional assess whether the adult can make decisions on their own.
This is called a capacity assessment. It can be completed by a:. The capacity assessment must be dated sometime in the 6 months before you submit your application. A copy of the application package you filed with the court must be served to the OPGT at least 30 days before the hearing date.
If you:. Tips for Newly Appointed Trustees. Examination and approval of trusteeship accounts. You can apply to become both a trustee and a guardian at the same time. Is trusteeship needed If the adult has limited financial assets and only needs help managing income from a government program or pension, such as Old Age Security, informal trusteeship might be a better option.
You may need a lawyer and an accountant to prepare the trusteeship application if the adult: owns land has multiple bank accounts has investments.The Public Trustee is the government official who is responsible for all financial matters concerning unmarried children under eighteen years or where authorized to act by order of the court on behalf of adults who lack capacity. The Public Trustee is appointed trustee of the estate if there is no one else suitable who is willing and able to act as trustee.
If you do not have a will and you have a spouse and children, the Intestate Succession Act sets out the portion of your state that each of them is entitled to receive. The Public Trustee has a duty to see that any property which belongs to a child is protected for the child until he or she reaches eighteen years of age.
There must be money available to pay any taxes, rent, maintenance or other expenses required to keep up the value of the property owned by the child.
If that money is not available, the property will have to be sold.
This could cause problems if the child is only a part owner of the property along with other family members. If the beneficiary is an adult who lacks capacity, the Public Trustee or private trusteeif there is one appointed will collect those assets which belong to that adult. If it appears that the dependant adult will be incompetent for a long period of time, the Public Trustee will have to sell the assets and invest the money so that it may be used for the maintenance of the dependant adult.
The Public Trustee will arrange a budget for the dependant adult and will supervise her estate. If the dependant adult becomes competent to manage her own affairs, the Public Trustee will then turn the remainder of the estate over to the dependant adult. The Public Trustee is bound by law to ensure that the property owned by a minor or a dependant adult is not wasted. The Public Trustee cannot make gifts to family members of the dependant adult or minor, even if that person wishes the gift to be given.
If there is enough money in the estatethe Public Trustee will charge a fee for managing the estate or trust. Every two years, the Public Trustee is also required by law to account to the courts for all of the estates and trusts that it manages.
It is the policy of the Public Trustee to provide close family members or beneficiaries under a will with information regarding the assets it holds and the amount of money spent. The original booklet was published in and revisions to it were published in,and Close Font Resize.
Office of the Public Guardian and Trustee
Readable Font. Choose color black white green blue red orange yellow navi. Underline links. Highlight Links. Clear cookies. Images Greyscale. Invert Colors. Lights Off.The Public Trustee Act creates the office of the Public Trustee in Alberta, and sets out the duties and functions of the Public Trustee, including acting as a trustee for people who have lost capacity under the Adult Guardianship and Trusteeship Act, administering the estates of deceased persons, and holding funds in trust for minors.
The Act sets out how the Public Trustee operates and how money is managed. Queen's Printer.
Office of the Public Guardian and Trustee (OPGT) forms
Title and publication information Type Legislation and Regulations. Frequency Once. Publisher Queen's Printer. Place of Publication Edmonton. Resource Dates Date Created Date Added T Date Modified Date Issued Language English Canadian. Identifiers ISBN print Contact Email qp gov. Contact Other Poolside Hamilton (4) TRISCILLA back from 20 week spell and racing back from the city, major contender.
TAN TAT TAN TRUM trial win in the 37 days since last race adds confidence and drawn ideally, could threaten. STREETS OF AVALON only just missed last start, finishing half a length back from the winner at Pakenham Park and has three placings from three runs this prep, each-way claims. POOLSIDE HAMILTON ran fifth last start at Yarra Valley on a soft track when first up and likely to get a nice run behind the speed, strong place chance.
Mamzelle Murdoch (10) 1. Another McCloud (4) 16. Moonlight Ruby (3) MAMZELLE MURDOCH has shown early speed in races to date and drops in weight, the testing material.
ANOTHER MCCLOUD let-up for six weeks and placed at only start at Swan Hill, could upset. ZANAHARY first-up after 24 week break and generally strong first-up placing at Stony Creek last attempt, in with a chance. MOONLIGHT RUBY first-up after 55 week spell and finished a neck back from the leader at only start at Seymour, needs the breaks. Little Miss Toffee (10) 2. Gotta Be a Rokstar (15) 12. She's Not Wanted (2) LITTLE MISS TOFFEE resumes after a 19 week spell and generally strong first-up placing at Wangaratta last attempt, commands respect.
GOTTA BE A ROKSTAR first-up after 21 week break and won both trials, looks threatening. VUITTON back after 13 week break and likely to race just off the speed, quinella. SHE'S NOT WANTED finished seventh at only start at Pakenham Park but favourable draw, not the worst. Stream Ahead (1) 8. Minnie Rocketta (8) 4. Ocean Magic (7) 3. Miss Procyon (6) Hard to split the top two picks. STREAM AHEAD first-up after 16 week break and very strong resuming winning twice when fresh, marginal top pick.
MINNIE ROCKETTA has two placings from three runs this prep and placed at long odds last start at Cranbourne, must be considered. OCEAN MAGIC resumes after an 18 week spell and comes back to race at a country level, each-way claims.
MISS PROCYON resumes after a spell of 13 weeks and generally races near the speed, not the worst.