A conservatorship is a court case where a judge appoints a responsible person or organization (called the “conservator”) to care for another adult (called the “conservatee”) who cannot care for himself or herself or manage his or her own finances.
Probate conservatorships are the most common type of conservatorship. Probate conservatorships can be:
There are a number of people who can file for a conservatorship:
In appointing a conservator, the court is guided by the best interests of the conservatee. If the proposed conservatee has nominated someone (and the proposed conservatee has the mental and physical ability to express his or her preference), the court will appoint that person as conservator unless it is NOT in the proposed conservatee’s best interests.
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Julie is a terrific resource for legal matters from business formation to trusts, asset allocation, probate, and litigation. Her experience and pragmatic approach allows her clients to understand not only the end goal but the strategy and tactics required to achieve it. If you need to establish or update your trust or are stuck in probate, I recommend sitting down with Julie to go over your options.
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