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in budgeting <strong>and</strong> spending; (b) a special<br />

needs trust, a fund created to insure that an<br />

inheritance goes to <str<strong>on</strong>g>the</str<strong>on</strong>g> pers<strong>on</strong> designated (if<br />

this pers<strong>on</strong> has a disability) <strong>and</strong> <str<strong>on</strong>g>the</str<strong>on</strong>g> assignment<br />

of a trustee to help with m<strong>on</strong>ey management;<br />

(c) joint bank accounts (Pierangelo &<br />

Crane, 1997), an account that would allow a<br />

sec<strong>on</strong>d individual to assist <str<strong>on</strong>g>the</str<strong>on</strong>g> individual with<br />

a disability with banking <strong>and</strong> budgeting; <strong>and</strong><br />

(d) daily m<strong>on</strong>ey management services (Wilber,<br />

1991), where a n<strong>on</strong>-profit organizati<strong>on</strong><br />

assists with financial affairs.<br />

Educati<strong>on</strong>al services c<strong>on</strong>sist of educati<strong>on</strong>al<br />

power of attorney (P. Ehrenman, pers<strong>on</strong>al<br />

communicati<strong>on</strong>, November 14, 2001), a document<br />

that allows parents to retain <str<strong>on</strong>g>the</str<strong>on</strong>g> rights<br />

to make educati<strong>on</strong>al decisi<strong>on</strong>s bey<strong>on</strong>d <str<strong>on</strong>g>the</str<strong>on</strong>g> age<br />

of majority. Vocati<strong>on</strong>al services typically c<strong>on</strong>sist<br />

of supported employment, a program to<br />

provide <strong>on</strong>-<str<strong>on</strong>g>the</str<strong>on</strong>g>-job support to an individual<br />

with a disability through <str<strong>on</strong>g>the</str<strong>on</strong>g> use of natural<br />

supports (supports occurring in <str<strong>on</strong>g>the</str<strong>on</strong>g> envir<strong>on</strong>ment)<br />

or external supports, often using <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

support services of adult providers (Butterworth,<br />

Hagner, Kiernan, & Schalock, 1996).<br />

Supported living services are also available,<br />

ranging from living in a group home to <strong>on</strong>e’s<br />

own apartment or home, with supports provided<br />

by adult service providers, as needed.<br />

Some services have multiple functi<strong>on</strong>s, including<br />

power of attorney, a document that allows<br />

an individual appointed by <str<strong>on</strong>g>the</str<strong>on</strong>g> pers<strong>on</strong> with a<br />

disability to make decisi<strong>on</strong>s in <strong>on</strong>e or more<br />

areas of adult life. This role can also be terminated<br />

by <str<strong>on</strong>g>the</str<strong>on</strong>g> individual with a disability.<br />

Additi<strong>on</strong>ally, within <str<strong>on</strong>g>the</str<strong>on</strong>g> state’s code, it is<br />

specified that a limited or partial guardianship<br />

should first be c<strong>on</strong>sidered (IAC§633.560), before<br />

c<strong>on</strong>siderati<strong>on</strong> of a full or plenary guardianship.<br />

Because limited/partial guardians<br />

have fewer rights over <str<strong>on</strong>g>the</str<strong>on</strong>g> ward <strong>and</strong> because<br />

<str<strong>on</strong>g>the</str<strong>on</strong>g>se rights are based <strong>on</strong> specific, focused<br />

needs of <str<strong>on</strong>g>the</str<strong>on</strong>g> ward, as determined in <str<strong>on</strong>g>the</str<strong>on</strong>g> court<br />

hearing, limited/partial guardianships are<br />

c<strong>on</strong>sidered to be somewhat less restrictive <strong>and</strong><br />

are <str<strong>on</strong>g>the</str<strong>on</strong>g>refore to be c<strong>on</strong>sidered before full<br />

guardianships.<br />

Transiti<strong>on</strong> to Adult Life<br />

The Individuals with Disabilities Educati<strong>on</strong><br />

Improvement Act (IDEA 2004) m<strong>and</strong>ates individualized<br />

transiti<strong>on</strong> planning for move-<br />

ment to all areas of adult life. The definiti<strong>on</strong><br />

for transiti<strong>on</strong> services in IDEA 2004 is a coordinated<br />

set of activities for a child with a disability<br />

that:<br />

● is designed to be within a results-oriented<br />

process, that is focused <strong>on</strong> improving <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

academic <strong>and</strong> functi<strong>on</strong>al achievement of<br />

<str<strong>on</strong>g>the</str<strong>on</strong>g> child with a disability to facilitate <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

child’s movement from school to postschool<br />

activities, including postsec<strong>on</strong>dary<br />

educati<strong>on</strong>; vocati<strong>on</strong>al educati<strong>on</strong>; integrated<br />

employment (including supported employment);<br />

c<strong>on</strong>tinuing <strong>and</strong> adult educati<strong>on</strong>;<br />

adult services; independent living or community<br />

participati<strong>on</strong>; <strong>and</strong> [602(34)(A)]<br />

● is based <strong>on</strong> <str<strong>on</strong>g>the</str<strong>on</strong>g> individual child’s needs,<br />

taking into account <str<strong>on</strong>g>the</str<strong>on</strong>g> child’s strengths,<br />

preferences <strong>and</strong> interests. [602(34)(B)]<br />

IDEA 2004 requires that a student’s IEP be<br />

updated annually at age 16 to address <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

following:<br />

● appropriate measurable postsec<strong>on</strong>dary<br />

goals based up<strong>on</strong> age appropriate transiti<strong>on</strong><br />

assessments related to training, educati<strong>on</strong>,<br />

employment, <strong>and</strong> where appropriate, independent<br />

living skills;<br />

● transiti<strong>on</strong> services needed to assist <str<strong>on</strong>g>the</str<strong>on</strong>g> student<br />

in reaching <str<strong>on</strong>g>the</str<strong>on</strong>g>se goals, including <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

student’s course of study (e.g., career <strong>and</strong><br />

technology educati<strong>on</strong>, college preparati<strong>on</strong><br />

courses)<br />

● a statement that <str<strong>on</strong>g>the</str<strong>on</strong>g> student has been informed<br />

of <str<strong>on</strong>g>the</str<strong>on</strong>g> rights (if any) that will transfer<br />

to him or her <strong>on</strong> reaching <str<strong>on</strong>g>the</str<strong>on</strong>g> age of<br />

majority--no later than <strong>on</strong>e year before<br />

reaching <str<strong>on</strong>g>the</str<strong>on</strong>g> age of majority under State<br />

law.<br />

The entire thrust behind transiti<strong>on</strong> services is<br />

<str<strong>on</strong>g>the</str<strong>on</strong>g> preparati<strong>on</strong> of young adults with disabilities<br />

for <str<strong>on</strong>g>the</str<strong>on</strong>g> variety of emerging adult roles <str<strong>on</strong>g>the</str<strong>on</strong>g>y<br />

will assume, with all <str<strong>on</strong>g>the</str<strong>on</strong>g> rights <strong>and</strong> resp<strong>on</strong>sibilities<br />

accorded to an adult. There are four<br />

major c<strong>on</strong>cepts that are a key part of <str<strong>on</strong>g>the</str<strong>on</strong>g><br />

transiti<strong>on</strong> planning process: (a) transiti<strong>on</strong> assessment,<br />

(b) transiti<strong>on</strong> planning, (c) self-determinati<strong>on</strong>,<br />

<strong>and</strong> (d) transfer of rights at age<br />

of majority.<br />

Guardianship / 7

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