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29 Clearinghouse Rev. 643 (1995-1996)
National Study of Guardianship Systems: Summary of Findings and Recommendations

handle is hein.journals/clear29 and id is 665 raw text is: National Study of Guardianship
Systems: Summary of Findings and
Recommendations
by Lauren Barritt Lisi and Saidy Barinaga-Burch

I. Introduction
The imposition of guardianship entails
one of the most extensive deprivations
of personal rights in our society.' A
person for whom a guardian is ap-
pointed loses the most fundamental
rights: the choice of where to live; the
authority to consent to or refuse medical
treatment; control over financial matters;
and other personal, contractual, and le-
gal rights that are the hallmark of adult-
hood. The significance of this depriva-
tion increases in light of the likelihood
that more and more persons will be
placed under guardianship as the demo-
graphic revolution continues and our
population continues to grow older.
The National Study of Guardianship
Systems (National Study), funded by the
United States Administration on Aging,
emerged out of a concern that, while an
increasing number of elderly persons
were being subjected to guardianship,
little empirical data were available to
address how and why guardianships
were imposed.2 The National Study was
developed with the dual goals of (1)

refining the current understanding of the
guardianship system and its participants
and (2) providing data that could guide
the development of sound policies and
practices, so that older persons at risk of
guardianship have the opportunity to ob-
tain the surrogate services that are the
least restrictive, yet adequate to meet their
needs. The project focused on answering
the following five questions:
(1) Who is affected by guardianship?
(2) What factors trigger the filing of pe-
titions for guardianship?
(3) What is the availability, utilization,
and effectiveness of alternatives to
guardianship?
(4) What is the process for imposing
guardianships?
(5) What impact does imposition of
guardianship have upon individuals?
The National Study, conducted be-
tween October 1989 and January 1992,
examined guardianship practices in over
700 cases for guardianship of persons 60
years of age or older in 30 jurisdictions in

The term guardianship is used generally to refer to court-imposed surrogate decision
making affecting the respondent's person, or property, or both. Where guardianship is
distinguished from conservatorship, the two phrases are used in a more specific sense.
Guardianship refers only to decision-making power over the person, while conserva-
2torship refers only to decision-making power over property.
The original report of this study was prepared by The Center for Social Gerontology
(TCSG), under Administration on Aging (AoA) Grant No. 90-AR-0124. Development of
additional materials and additional dissemination of project results were conducted under
AoA Grant No. 90-AM-0707.

Lauren Barritt Lisi and Saidy
Barinaga-Burch are staff
attorneys, The Center for
Social Gerontology, 2307
Shelby Ave., Ann Arbor, MI
48103; (313) 665-1126.

OCTOBER 1995 I CLEARINGHOUSE REVIEW

643

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