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GUARDIANSHIP & CONSERVATORSHIP

Help care for loved ones.

Even the most basic estate plan should include a will and, very often, a trust. These important documents can be customized to reflect your specific needs and goals.

Our estate planning attorneys are highly skilled at the preparation of wills and trusts, contact us to discuss your options

Responsibility for incapacitated persons.

Conservatorship is a legal relationship created by the court in which one person is appointed to care for the affairs of another who is suffering from diminished capacity.

A conservatorship is frequently, but not exclusively, a matter of elder law: it can serve as means of protecting from abuse individuals who — due to age and illness — lack the ability to fully care for themselves.

The court may establish a conservatorship over the person, giving the conservator responsibility for the physical care, health care and custody of the ward, and/or over the estate, giving the conservator the responsibility of managing the ward’s finances.

Ideally, a person who is concerned about eventual loss of capacity could use the mechanism of a trust and/or power of attorney to avoid conservatorship, which is imposed by and subject to the oversight of the court.

A conservatorship can also be established over someone who is suffering from mental illness, drug abuse or some other incapacitating factor. Contact us to learn more about the criteria for a conservatorship and the process involved.

Care for children & their finances.

In California, guardianship is the legal relationship between a minor child (person under 18) and a guardian who has been appointed to ensure that the child is cared for. It is similar to conservatorship in many respects.

These days, many grandparents are the primary caregivers for their grandchildren, and similar relationships exist between other family members and children. Guardianship legally formalizes the caregiving responsibility that has been taken on without completing a full-blown adoption.

If a child inherits a large amount of money that is not administered through a trust, the situation may also necessitate a guardianship to oversee those assets until the child reaches adulthood.