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If you are considering the merits of conservatorships, it is first important to understand that the process is complex. Determining if a conservatorship is necessary is based on several factors. To get the answers you need, it helps to discuss your loved one’s circumstances with an experienced attorney near Beverly Hills, such as Susan B. Geffen.

If you wish to take over legal guardianship of an adult, a conservatorship is a process that may provide solutions. In many cases, conservatorship becomes necessary when there are medical, financial or mental health concerns associated with an elderly patient. However, a conservator is not immediately granted blanket guardianship.

The capacity of the conservatee to make decisions is taken into account. In some cases, the individual retains the right to make decisions on certain matters while the conservator is granted responsibility for other decisions. For instance, the individual may still have control over medical decisions while the conservator controls finances.

What is a Conservatorship?

When a conservatee is left vulnerable to undue influence related to issues such as medical treatment or financial decisions, a probate court in or around Beverly Hills may create a conservatorship. One of the most common examples of this involves alleged or suspected elder abuse.

A petition is filed with the probate court to obtain letters of conservatorship with other relevant forms. Establishing the reason for a proposed conservatorship is important, along with providing a list that details close family and friends.

Once a filed petition is in place, the potential conservatee’s rights are represented by an attorney. In the case of filings in Beverly Hills, assets belonging to the conservatee are used to cover the attorney’s fees. In order to establish whether or not a conservator should be appointed by the court, the attorney consults with the conservatee. The listed relatives and friends are also contacted before the attorney produces a report that outlines legal arguments for or against establishing a conservatorship.
Benefits of Conservatorship

The role of the court in a conservatorship is one of the greatest benefits of the process. This is often the first line of defense against conservatees falling victim to abuse. Where a conservatee is deemed to need assistance but is not receptive to the idea, a conservatorship is often the only option. There are also reviews at the six month stage and every year thereafter.

A conservatorship is designed to benefit a potential conservatee, rather than those filing for the associated responsibilities. Mental capacity is typically the focus of a conservatorship, as most physical incapacities do not prevent an individual from taking responsibility for medical or financial matters.

Coma or other forms of incapacity mean that the proposed conservatee cannot communicate decisions. Similarly, individuals suffering from illnesses like Alzheimer’s or dementia may not possess the capacity to make sound decisions. Some individuals are born with genetic disabilities that are permanent in nature and preclude the ability to make sound legal decisions independently.

The responsibility of protecting these individuals then falls to family and friends. The focus of a conservatorship is therefore identifying a trustworthy individual to care for those who are vulnerable to abuse.

At her Los Angeles practice, located near Beverly Hills, Susan B. Geffen provides compassionate support and representation for family and friends of potential conservatees. She understands the complex nature of these relationships and will use her many years of experience to get the best result for every client and their loved one.

Call or contact Susan online to schedule a confidential conservatorship consultation if you live in or around Beverly Hills. With care and understanding, she can address any of your questions or concerns.

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Do you have a case you would like evaluated?

If you have a case that you would like to have evaluated, a one hour consultation might be a good start. The law offices of Susan B Geffen will review all of the facts with you either over the phone or in person, to help determine if you have a strong case.

Susan Geffen saved my life! An elderly relative was the victim of lottery fraud and was acting as the neighborhood ATM, in total over $200,000. Her legal expertise, compassion, and expertise in geriatrics guided the family through a successful process of care management and understanding. At all times the victim and the family trusted Susan and received compassionate support. Her referrals to other professionals were stellar and her reputation among her peers is impeccable. I recommend her without qualification.

Irene Z., Newport Beach

I could have searched the country and not have found a more capable and qualified person.

Debbie K., Moreno Valley, CA

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Our Clients Reviews

Susan Geffen saved my life! An elderly relative was the victim of lottery fraud and was acting as the neighborhood ATM, in total over $200,000. Her legal expertise, compassion, and expertise in geriatrics guided the family through a successful process of care management and understanding. At all times the victim and the family trusted Susan and received compassionate support. Her referrals to other professionals were stellar and her reputation among her peers is impeccable. I recommend her without qualification.
Irene Z., Newport Beach
After moving my 88 year old mom from Chicago to California, I was looking for a competent attorney to review and make some minor changes to her living trust. Susan B. Geffen has a wonderful “desk side” manner with her elderly clients and even helped my mom recover $3,000 that her prior attorney in Chicago refused to release from escrow of the sale of her home 2 years ago. I would highly recommend Susan B Geffen’s services to anyone dealing with elderly parents.
D’Marie C., Hermosa Beach, CA
My parents and I retained Susan Geffen’s legal services to navigate through the Medi-Cal process and to preserve my parent’s assets. The process was long and hard, but Susan hung in there with us, even when my parents seemed reluctant and indecisive. Susan showed her professionalism and concern for the elderly by continuing to provide legal services and guidance without payment during a period between the two phases of our journey. I would recommend Susan to anyone in need of legal services relating to the elderly and elder care.
Rick Y., Torrance, CA
When my wife of 53 years suddenly became terminally ill, I asked Susan B. Geffen to provide assistance with new wills and trust documents on short notice. She worked diligently and completed the requisite documents in record time. She also provided in-valuable advice concerning bequests and gathering information for estate tax filings.
Steve K., Rancho Palos Verdes
I highly recommend her for estate planning and elder law questions.
Mike A., Rancho Palos Verdes, CA
I could have searched the country and not have found a more capable and qualified person.
Debbie K., Moreno Valley, CA