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Disclaimers: A Useful Tool Through a Conservator for a Single Transaction

As a reminder about the Austen family, wife Juliet suffered a stroke upon learning the news of her husband’s death. She is alive but unresponsive. Her husband’s estate planner, Attorney Hume, advised their daughter Kate that...more

Financial Exploitation and the Authority of a Conservator

In this last discussion of the Smith and Alexander families, we examine financial exploitation, its impact on suitability in appointing a conservator, and steps that a conservator can take if there is evidence of prior...more

Cast of Characters Involved in a Guardianship and Conservatorship Proceeding

These proceedings often involve a lot of parties, and often times clients are surprised that so many “extra” people are involved in their family affairs....more

Guardianship and Conservatorship: Relationship with Health Care Proxy and Durable Power of Attorney

As previously discussed, guardianships and conservatorships involve making personal and financial decisions for persons who are unable to make decisions for themselves.  This sounds a lot like what can be accomplished by a...more

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