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Specific decision-making : Adult Guardianship and Trusteeship Act (AGTA) [2021]

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This fact sheet explains specific decision-making under the Adult Guardianship and Trusteeship Act. Specific decision-making is designed to provide timely and effective decision-making services... More ≫

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This fact sheet explains specific decision-making under the Adult Guardianship and Trusteeship Act. Specific decision-making is designed to provide timely and effective decision-making services for adults who do not have the capacity to provide informed consent for health care decisions or temporary admission to, or discharge from, a residential facility.

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Your personal and financial decisions matter

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The Office of the Public Guardian and Trustee (OPGT) provides information, education and support to vulnerable Albertans and their families related to personal and financial matters. OPGT also... More ≫

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The Office of the Public Guardian and Trustee (OPGT) provides information, education and support to vulnerable Albertans and their families related to personal and financial matters. OPGT also provides information and education to Albertans on the tools they can use to safeguard their future personal and financial matters.

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What to do when a public trustee client dies : Office of the Public Guardian and Trustee

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The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. If you are looking after a represented... More ≫

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The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. If you are looking after a represented adult who is a client of the Public Trustee, this brochure provides direction about what to do in the event of their death.

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Assisting represented adults with finances : Office of the Public Guardian and Trustee

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The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. Trust administrators, lawyers,... More ≫

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The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. Trust administrators, lawyers, taxation officers, auditors and support staff in the Office of the Public Trustee act on behalf of people with mental disabilities, administer the estates of deceased persons and protect the property interests of minors.

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Informal trusteeship : Office of the Public Guardian and Trustee

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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... More ≫

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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.

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The Public Trustee as the representative of a deceased person's estate : Office of the Public Guardian and Trustee

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When no appropriate person or corporation is found to handle a deceased person’s estate, the Public Trustee will be called upon as a last resort. When a minor or a represented adult has an... More ≫

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When no appropriate person or corporation is found to handle a deceased person’s estate, the Public Trustee will be called upon as a last resort. When a minor or a represented adult has an interest in a deceased person’s property and financial assets, the Public Trustee may be called upon to be the personal representative of the estate. This happens when there is no will and the minor or represented adult is the closest next-of-kin in Alberta or when an executor cannot be found and no adult beneficiaries are found in Alberta. Find out the steps involved in administering an estate.

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Tips for newly appointed trustees : Office of the Public Guardian and Trustee

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Being appointed trustee is no small task and you should be commended for your commitment to helping others in time of need. Now that you’re a trustee, there are many rules you’ll need to follow.... More ≫

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Being appointed trustee is no small task and you should be commended for your commitment to helping others in time of need. Now that you’re a trustee, there are many rules you’ll need to follow. The Office of the Public Guardian and Trustee has developed this booklet to help you through your first days of being a trustee.

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Understanding enduring powers of attorney : Office of the Public Guardian and Trustee

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An Enduring Power of Attorney is an important legal document you can use to appoint someone to make financial and legal decisions on your behalf. If you are the one passing the authority to... More ≫

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An Enduring Power of Attorney is an important legal document you can use to appoint someone to make financial and legal decisions on your behalf. If you are the one passing the authority to someone else you are called the donor. The person you pass the authority to is called the attorney. An Enduring Power of Attorney is “enduring” because an attorney’s power continues in force even if, or comes into effect after, the donor becomes mentally incapacitated.

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Hiring a lawyer to help you apply for trusteeship : Office of the Public Guardian and Trustee

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Describes the benefits of hiring a lawyer when applying for trusteeship under the Adult Guardianship and Trusteeship Act. A lawyer can help potential trustees through the process and help them... More ≫

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Describes the benefits of hiring a lawyer when applying for trusteeship under the Adult Guardianship and Trusteeship Act. A lawyer can help potential trustees through the process and help them understand their responsibilities and even some options they may have. Provides tips on hiring a lawyer, what to discuss when setting up a trusteeship, and how to handle the represented adult's investments, gifts, wills and accounts.

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Protecting minors entitled to money or property : Office of the Public Guardian and Trustee

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In Alberta, anyone under the age of 18 is considered a minor. Parents or guardians can make personal decisions for minors regarding things like education, medical care and social activities.... More ≫

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In Alberta, anyone under the age of 18 is considered a minor. Parents or guardians can make personal decisions for minors regarding things like education, medical care and social activities. However, they do not automatically have the power to receive and manage money or property for a minor. The Public Trustee is appointed by the Alberta Government under the Public Trustee Act to protect and manage the financial interests of vulnerable Albertans. The trust administrators, lawyers, taxation officers, auditors and support staff in the Office of the Public Trustee act on behalf of people with mental disabilities, administer the estates of deceased persons and protect the property interests of minors.

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