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Do you have an elderly relative who is suffering from a condition such as Alzheimer’s or dementia? For individuals suffering from these conditions, decision-making can become more difficult with each passing day. If you are considering pursuing conservatorship in Pasadena, consulting with an experienced conservatorship attorney is recommended.

There are other reasons that a relative may seek the creation of a conservatorship or guardianship. A conservatee is an individual who is limited or unable to make decisions related to personal care, medical treatment or finances. A conservator is responsible for taking over such matters, as deemed appropriate by a probate court. Conservatorship is applied to adults, whereas guardianship applies to minors under the age of 18.

Both conservatorships and guardianships involve the same responsibilities. However, this area of law is complex, as the individual needs and capabilities of the proposed conservatee are taken into account. It is also important that the court establishes the trustworthiness of any potential conservator.

What is a Conservatorship?

In the majority of cases, a conservatorship is created to protect a conservatee who is mentally unable to make sound decisions. These individuals are typically incapacitated due to age, mental illness or a developmental disability. However, there are instances where physical disabilities may result in a court creating a conservatorship.

A potential conservator cannot simply request the creation of a conservatorship without providing relevant information. Establishing why the conservatorship is needed, consulting with the potential conservatee and their family and gathering information about the proposed conservator are all important to the process.

The court will not issue letters of conservatorship and other necessary documentation unless all relevant forms and information are submitted. An attorney, who acts on behalf of the proposed conservatee, also has a role to play. By gathering information on all pertinent parties, the attorney can create a report that either supports or objects to a request for conservatorship. If a conservatorship is granted, a review will take place six months after the arrangement and each year thereafter.

Benefits of Conservatorship

While most proposed conservators have good intentions, untrustworthy individuals may attempt to exploit a proposed conservatee’s vulnerability. It is for this reason that the process is so robust and always focused on benefiting the conservatee. It is also not unusual for a proposed conservatee to resist offers of support. If there is a clear need for conservatorship, the court will base its decision on the individual merits of the case.

The inabilities to make decisions or communicate needs are common factors that may lead to the creation of a conservatorship. An individual who has suffered a TBI or paralysis may not have the capacity to handle finances or decisions related to medical treatment. Minors with developmental disabilities may also have additional needs that require the creation of guardianship. Having a relative take over these roles is often the only viable option.

A close family member may request conservatorship or guardianship to make life easier for a proposed conservatee. This legal process will also remove barriers related to dealing with medical and financial matters. Doctors, banks and creditors cannot discuss another individual’s information or allow you to make decisions on their behalf with legal authority.

If the idea of applying for conservatorship sounds too complicated, consult with Susan B. Geffen in Los Angeles. Susan can help you gather the information needed to file with the court, as well as completing any relevant paperwork on your behalf.

Call or contact Susan online to ask for a confidential consultation near Pasadena. If a loved one is finding it increasingly difficult to handle medical or financial matters, we can provide the support you need to seek conservatorship in California.

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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