Many of Susan’s clients ask her about Conservatorships. It is a serious process and it takes a very knowledgeable and experience attorney to evaluate whether or not a conservatorship is realistic and/or necessary.

A Conservatorship is created when the Court appoints a Conservator to protect the proposed Conservatee from serious health problems and/or from undue influence in financial matters. Elder abuse is often sighted when considering a Conservatorship.

The procedure for establishing a Conservatorship is to file a Petition with the Court to obtain Letters of Conservatorship. Along with the Petition, there are a number of other forms that are filed with the Court. These additional forms outline the reasons for the Conservatorship, information on the proposed Conservator, and a list of close relatives and friends.

After the Petition is filed, the Court appoints a Court investigator, usually a social worker. The Court Investigator meets with the proposed Conservatee and contacts relatives and friends. The Court investigator writes a report with a recommendation as to whether the Court should appoint a Conservator. Usually an attorney is appointed by the Court to represent the Conservatee.

The advantage of a Conservatorship is that there is court supervision which protects the Conservatee from abuse. Sometimes there is no alternative to a Conservatorship in the South Bay if the proposed Conservatee will not accept assistance voluntarily. The Conservatorship is reviewed by the Court after six months and then annually thereafter.

Susan understands how difficult and emotionally taxing things can get. She has worked with hundreds of families in similar situations and is here to help.  Susan has many years of experience as a Conservatorship attorney and she would be happy to answer your questions to assist you in these trying times.

Medi-Cal Planning & Asset Protection Attorney

Medi-Cal Planning & Asset Protection

If you are concerned about Medi-Cal recovery, Susan has been successful in helping many elderly adults with the complicated and critical process of Medi-Cal Planning and Asset Protection.

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Estate Planning (Living Trusts, Wills)

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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Probate

Susan B. Geffen can help you with your probate matter, and provide you with the expert guidance throughout the process.

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Conservatorships

Many of Susan’s clients ask her about Conservatorships. It is a serious process and it takes a very knowledgeable and experience attorney to evaluate whether or not a conservatorship is realistic and/or necessary.

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Nursing Home Abuse Attorney

Susan B. Geffen has been looking out for the elderly for almost 3 decades as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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Trust Litigation

Disputes often arise after an individual dies and their estate is being administered by the named trustee. This is especially so when when there are substantial amounts of money involved or when family conflict is present.

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Special Needs Trust Planning

If a disabled individual receives a lump sum inheritance, they will lose all of the public benefits that have supported them during their lifetime until such time that that inheritance is spent down to a qualifying amount, usually $2000.00.

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Estate Planning (Living Trusts, Wills) | Hermosa Beach

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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Estate Planning (Living Trusts, Wills) | Rolling Hills Estates

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

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I am so relieved to have found Susan! She is extremely knowledgable on all areas of elder care, from financial planning to choosing the right facility for my mother. I was feeling overwhelmed when I suddenly became the caretaker for my mother many years before I had expected to be in this situation. I requested a consultation on Susan's website, heard back from her office promptly, and met with her soon after. Susan is extremely warm and compassionate. Even though we don't have a lot of resources, Susan helped me with an actionable plan for years to come. This system is so overwhelming if you are trying to navigate it alone. Now, thankfully, I don't have to.

Cory N.

Contact Susan

Call Susan today (310) 406-0608 or send her a message by filling out the form below.