Where can I find all the conservator’s responsibilities and duties? A clear description of a conservator’s responsibilities and duties are outlined in the Conservatorship Handbook published by the Judicial Council of California. By Sandra McCarthy|2023-07-19T11:50:09-07:00August 6th, 2021|Conservatorships FAQs|0 Comments Read More
What rights does a conservatee have? In general, conservatees keep the right to: Control their own salary; Make or change their will; Get married; Get mail; Have a lawyer; Ask a judge to change conservators; Ask a judge to end the conservatorship; Vote, unless a judge says they’re not able to; Control personal spending money if a judge says they can [...] By Sandra McCarthy|2023-07-19T11:50:17-07:00August 6th, 2021|Conservatorships FAQs|2 Comments Read More
What would I be responsible for as a conservator of a person? A conservator of a PERSON is responsible for making sure that the conservatee has proper food, clothing, shelter and health care. The conservatee may live with the conservator or elsewhere. By Sandra McCarthy|2023-07-19T11:50:33-07:00August 6th, 2021|Conservatorships FAQs|0 Comments Read More
What is a conservatorship? A conservatorship is a court process whereby the judge gives an individual the right to control another adult, their property, or both. By Sandra McCarthy|2023-07-19T11:50:41-07:00August 6th, 2021|Conservatorships FAQs|0 Comments Read More
How can I become a conservator? To become a conservator for another individual, you must file a petition and the court has to approve it. By Sandra McCarthy|2023-07-19T11:51:06-07:00August 6th, 2021|Conservatorships FAQs|0 Comments Read More
Who should I pick to be the trustee? Pick a trustee you can trust to administer the special needs trust for your loved one. Some trustees have the power to end the trust once it is no longer needed. You should appoint a trustee that knows and understands the beneficiary’s needs, a point often overlooked. Family members often serve as the trustee. Note: [...] By Sandra McCarthy|2023-07-19T11:51:13-07:00March 1st, 2021|Special Needs Trust FAQs|0 Comments Read More
Who should I choose as my attorney-in-fact? Most people choose a competent family member or close friend, but depending on the complexity of your finances you might ask your lawyer, business partner, or banker to serve as attorney-in-fact. If you really know and trust the person, it's most likely a good option. By Sandra McCarthy|2023-07-19T11:51:21-07:00February 26th, 2021|Financial POA FAQs, LLC FAQs|0 Comments Read More
How do I control what my attorney-in-fact can do on my behalf? You can tailor your Durable Power of Attorney for finances to fit your needs by choosing which powers you grant and by placing certain conditions and restrictions upon the attorney-in-fact. For example, you can give your attorney-in-fact authority over your real estate, with the express restriction that your house may not be sold. By Sandra McCarthy|2023-07-19T11:51:28-07:00February 26th, 2021|Financial POA FAQs|0 Comments Read More
What happens if I don’t have a power of attorney? The main reason to create a Durable Power of Attorney for finances is to avoid court proceedings if you become incapacitated. If you don’t have a Durable Power of Attorney, your relatives or other loved ones will have to file formal court proceedings and ask a judge to name someone to manage your financial affairs. [...] By Sandra McCarthy|2023-07-19T11:51:35-07:00February 26th, 2021|Financial POA FAQs|0 Comments Read More
How will my doctor determine I can’t make decisions for myself? Doctors evaluate your decision-making based on your ability to understand treatment options and communication of your wishes. By Sandra McCarthy|2023-07-19T11:51:49-07:00February 26th, 2021|Healthcare Directive FAQs|0 Comments Read More