New Guardianship Rules: What About 
  Those Plans?

The Supreme Court adopted extensive amendments to the Guardianship Rules, which were effective June 1, 2015.  Among these amendments is the requirement for all guardians to file an "Annual Plan" with the Probate Court.  This new requirement has raised a number of questions:
  • What should be in these Annual Plans?
  • How is the Annual Plan different from the Guardian's Report?
  • How is the Annual Plan different from service plans, such as Individual Service Plans developed by local boards of developmental disabilities?
  • What should be included in an Annual Plan?

Protecting People with Disabilities from Exploitation 

Although I am a special needs and elder law attorney by trade, I also volunteer in my community in the fight against human trafficking. Human trafficking is when a victim is forced, tricked, or coerced into labor or sex work by someone who is exploiting them. I have been involved in this work since 2009 and am now known as an expert in the field. I have had the honor of working directly with many human trafficking survivors of all different backgrounds, ages, economic statuses, and cultures, and they all had only one trait in common--they had a vulnerability that a trafficker used to exploit them. That vulnerability may be a drug addiction, an inability to speak English, extreme poverty, or in some cases, a developmental disability. Unfortunately, I have seen an overlap between my career and my volunteer work. Whether it be financial abuse, physical abuse, or human trafficking, people with disabilities can be particularly vulnerable to various types of exploitation.

Is your child's IQ is well below average? Does your child's IEP exempt your child from standardized tests or note that she should take modified assessments? Is she "pulled out" into a resource room for any academic subject, such as Math or Language Arts? Is it clear from her homework that she is unable to learn at the same depth or speed as her typical peers? If your answer to any of these questions is "Yes," then ask the IEP Team...

Volume 6, Issue 1


Attorney Tabitha Woodruff has been appointed to the Ohio SIBS Board of Directors.

Important Notice to People on Waivers

Ohio rules allow the Department of Developmental Disabilities (DODD) to remove waiver benefits if the person "fails or refuses to use services" in accordance with the person's plan. The Department of Developmental Disabilities has identified 900 persons who are on waivers, but who have not used waiver services for a year.


Upcoming Events

Trustee School
Saturday 4/2, 10:00 am - 12:15 pm
Dublin Community Hall
5600 Post Road, Dublin

Saturday 4/9, 10:00 am - 12:15 pm
AECOM Building Conference Center
1300 E. 9th Street, Cleveland

Wednesday 4/13, 6:00 pm - 8:15 pm
AECOM Building Conference Center
1300 E. 9th Street, Cleveland

Trustee School will cover the nuts
and bolts of trust administration,

  - Trustee responsibilities
  - Government benefits basics

  - Taxation and reporting requirements

  - Using care managers to ensure      

     quality of life


These sessions fill quickly, so RSVP today: 216-861-0360 or



Unraveling the Myths of Medicaid for the Elderly

Thursday 4/28, 6:00 pm

Mentor Senior Center
8500 Civic Center Boulevard, Mentor 


Join Attorney David Banas for this complimentary session and learn about:


   - Ohio Medicaid eligibility rules

   - Options for protecting your assets

   - Planning for long-term care


RSVP: 2016-861-0360 or


Turning Your Obstacles into Opportunities