|
|
|
Reasons to Explore Alternatives |
Conservatorships can become costly due to ongoing conservator
fees, legal expenses, and sometimes, investment and accounting
expenses. Conservatorships are also time-consuming: the conservator
must keep detailed records and regularly file documents with
the court, court hearings must be held at regular intervals,
and various persons must be given legal notice
so they can attend. This may cause delays in completing transactions,
which can be problematic if the conservatee has extensive assets.
Finally, because conservatorship proceedings
are public, the
conservatee's assets become a matter of public record, which
might conflict with business and personal reasons of the family
and conservatee to keep their assets private.
Alternatives to Conservatorship |
In many cases, a "safety net" of legal
alternatives can be put together to adequately protect
the vulnerable person in place of a conservatorship.
This safety net is usually made from:
1. A durable general power of attorney that
includes a specific provision permitting Medi-Cal planning
if there is not adequate long-term care insurance.
2. An advanced health care directive.
3. A living trust.
4. Establishment
of a Representative Payee for Social Security and Supplemental
Security Income.
5. Ownership of property in joint tenancy. (This must be
carefully evaluated for tax consequences and liability potential,
and is only desirable in limited circumstances.)
6. Money management assistance by a professional
bookkeeper or daily money manager.
7. Community programs, such as adult day-care, that can provide
relief for family care-givers.
San Diego Law Firm can help you evaluate
whether this safety net of legal protections can
adequately substitute for a conservatorship of your loved
one. If so, our experienced attorneys
can prepare
all legal documents needed to provide the best protection
possible for
your particular situation. For more information about
these "safety net" documents, please see our
Will, Living
Trust and Estate Plan section
on this website.
Even where a conservatorship is necessary,
our attorneys may be able to craft a safety net of documents that
will reduce some of the conservatorship's complexity
and expense. However, if
the court grants a conservatorship, it will have the final
say on whether to end or continue
durable powers of attorney and health care powers of attorney.
San Diego Law Firm's experienced attorneys
can advise you on the most desirable options for your particular situation.
| How San Diego Law Firm Can Help
You with a Conservatorship |
| |
San Diego Law
Firm provides skilled, caring legal services for
families and individuals considering a California
conservatorship. We can help you
evaluate whether a conservatorship or one or more of
the legal alternatives would be best for your
situation.
In addition to our conservatorship services,
we are skilled and experienced in preparing
all legal documents needed to provide the maximum
protection available to a vulnerable person where
a conservatorship is not desired. We can also provide you with ongoing
legal advice and assistance as your situation
changes. Please just call San Diego Law Firm for more
information or an appointment:
TOLL-FREE at our San Diego office at
619-794-0243 |
How to Contact Us
For more information or an appointment, please call
San Diego Law Firm
619-794-0243,
or, if you prefer, send us an e-mail at
and an attorney from our office will contact you. Please note
that making a phone call or sending an e-mail does not create
an attorney-client relationship; this requires a written agreement.
Please do not e-mail any confidential information to us until
an agreement is signed; at that point, we can exchange confidential
information freely.
|
