A conservatorship is a legal proceeding to appoint a person to make decisions for an adult who cannot take care of themselves personally, medically, or financially. There are different types of conservatorships (i.e. the person and/or the estate) and several areas of decision making that can be authorized by the court. It is an important legal process that has many steps, involves attorneys for both the decision maker as well as the adult in need of assistance and frequently involves their doctor. Because the mental status of the adult is reviewed, it is important to make sure that his or her physician is contacted and the need for a conservatorship is thoroughly discussed.
Taking steps to ensure that a family member, friend or other loved one is protected and cared for is one of the most important decisions you can make. The process can be complicated but with proper advice and professional legal representation, it can proceed smoothly. Whether you are a spouse, a child, a friend, or a private professional fiduciary, we can prepared the necessary court forms, file with them with the court and guide and represent you throughout the entire process not only to get appointed but to keep the court and all others informed throughout the subsequent years.
Managing the adult’s medical matters, property and assets, and income and expenses are all areas that must be considered and taken into account when establishing a conservatorship. We can evaluate your situation and pursue the correct option including providing effective estate and tax planning strategies to ensure that you make the best decisions to preserve their health and wealth.
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