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Conservatorship and guardianship provide the same protections. However, the former applies to adults, whereas the latter applies to minors. The legal processes involved in gaining conservatorship are complex. Before you begin on your journey, it helps to consult with an experienced conservatorship attorney near Manhattan Beach.

Conservatorship is typically granted when an individual (conservatee) is unable to make important decisions related to medical care or financial matters. The conservator takes over responsibility for some or all of these decisions, based on the unique circumstances in each case.

A limited conservatorship means that the conservator is granted control of strictly defined medical or financial decisions. In a full conservatorship, the conservator may be granted control over medical treatment, finances and assets. It is often the job of a court to determine the extent of a conservatorship.

What is a Conservatorship?

A proposed conservatee is usually an individual who is vulnerable, incapacitated, unable to communicate or otherwise incapable of making decisions. A friend or relative may then wish to take over those responsibilities. Mental incapacity or illness is usually a major contributing factor in how a court decides matters related to conservatorship.

Letters of conservatorship and other forms are required before a conservator can deal with the medical or financial needs of the conservatee. Compiling the information needed to obtain this documentation from the court can become overwhelming. It is therefore recommended that you consult with an experienced conservatorship attorney near your Manhattan Beach home.

Some of the information sought by the court includes reasons for seeking conservatorship, details about the proposed conservatee and information about their family and friends. An attorney will consult with relevant parties in order to create a report containing recommendations to the court. In all cases, the attorney and court are focused on protecting the mental and physical well-being of the conservatee, and any financial assets they may possess.

Benefits of Conservatorship

The benefits of conservatorship should always favor the conservatee and not the conservator. Some individuals are vulnerable and therefore need legal protections. Adults and minors suffering from poor cognitive functions or severe disability may require help with daily activities and decisions. In some cases, the proposed conservatee is not willing to relinquish control of medical or financial matters, in which case a court may grant conservatorship if there is a risk to health or assets. The conservatee is also entitled to have the arrangement reviewed after six months and every year thereafter.

While the conservator does not receive any legal benefits from the arrangement, he or she may benefit in other ways. Professional individuals or organizations may not discuss medical or financial matters with you unless you can prove conservatorship. There is also the peace of mind of knowing that you are supporting a friend or loved one. If watching an elderly relative struggle due to a condition such as Alzheimer’s is breaking your heart, it may be time to consider taking over some of those burdens.

Providing support for a relative or friend is made easier with a conservatorship in place. Due to privacy and data protection laws, you cannot deal with certain matters on behalf of another individual. A conservatorship is a means of removing these barriers legally.

Other benefits for a proposed conservatee may include improved quality of life. A trustworthy friend or relative can take over some or all of the important decisions related to medical treatment or assets.

Call or contact Susan B. Geffen online to schedule a consultation near your Manhattan Beach home today. All discussions related to a proposed conservatee are private and confidential. This is your chance to get the answers you need to make informed decisions about seeking conservatorship.

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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.

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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