Limited Conservatorships

A conservatorship is a court process to appoint a legal guardian for an adult who cannot care for themselves. Modernly, one famous example is the conservatorship of Britney Spears by her father. This court-mandated arrangement lasted for more than a decade.

While the Spears case may be the most popularized, it is more common for an adult to need a conservatorship due to dementia, mental illness, developmental disabilities, or an injury or condition that limits an individual’s decision-making abilities. The conservator maintains legal authority over care aspects of the conservatee’s life.

Probate Conservatorships

When a probate conservatorship gets established, the court appoints a conservator to be responsible for the adult conservatee. The court typically chooses a family member as conservator, but may choose a neutral third party like a friend, bank, or California licensed professional fiduciary when a family member is not available or to avoid family conflict.

When a judge determines that a person (known as the “conservatee”) cannot care for themselves, a conservator of the individual provides care and protection.

In the event that the court determines that the conservatee is incapable of handling their financial affairs, such as paying their bills and collecting their income, a conservator of the estate is appointed.

Limited Conservatorships

A limited conservatorship can be requested for an adult with a developmental disability (autism, cerebral palsy, epilepsy, intellectual disability, or a similar condition) and who receives services from one of California’s regional centers. In most cases when there’s a developmentally disabled adult involved, the court structures the conservatorship to provide as much independence as possible.

father and daughter bonding moment

Often, the parents of a developmentally delayed adult serve as conservators, although siblings and other family members can also serve.

For most adults with no income other than public benefits, a conservatorship of the person is allowed. A conservatorship of the estate is used where the disabled adult receives outside assets, like inheritance or lawsuit proceeds.

For Conservatorships or Conservatorships of the Estate, you will need legal representation. Contact Keyes Law Group, PC to learn how we can help. We offer free 30-minute consultations, please call, we’d love to help.

How does a conservatorship differ from a power of attorney or guardianship?

ADDITIONAL INFORMATION
Benefits of Making Sure Your Estate Is in Order Sooner Than Later
What are the Dangers of a POA or a Conservatorship?

CLIENT TESTIMONIALS

"I have had the pleasure of working with the Keyes Law Group these past months. To date, Mr. Keyes has been a great asset to our family; helping to plan a trust and the appropriate tax strategies for us and the next generation. What has worked very well for my wife and I is the time Mr. Keyes has devoted to not only hearing our financial planning concerns, but to also take the necessary time to explain and offer options for us to consider. We have worked with tax attorneys and financial consultants over the years. For us, a successful relationship is one of the key factors that we strive for. Working with the Keyes Law Group has been a very good fit for us as we work to get our financial affairs in order." -- RY
"I can’t say enough great things about Keyes Law Group! They are thorough, caring, and extremely efficient! I send everyone I know to them for Estate Planning! They took such great care of my family and they have earned my business forever! Look no further than Keyes Law Group if you want a seamless process and to cover all bases for your estate! They aren’t just Estate Attorneys; they are family!" -SL
"The patience with helping us achieve our goal and the patience in breaking down the legalese into simple language that we could understand was very beneficial. We felt we were very well taken care of." -GR
"We truly appreciate your thoughts, ideas and time. I very much value your expertise and look forward to more dialogue about best ways to move forward, build healthier relationships with our children and their children and to pass on our values to the degree we are able." -R.Y.
"I was able to have a honest dialog with such an understanding, compassionate, and caring human being. Thank you." -Y.H.
"I've had the opportunity to work with Elijah for several years now. I started during a challenging situation with my mother and he was terrific. I'd say he's very responsive, reliable and exceptionally fair. Also very empathetic. It's refreshing to engage with him and feel that I'm being well taken care of and my needs are being met. His staff is also lovely and overall super accommodating." -I.S.
"It is very important to research and choose wisely when looking for an estate planning attorney. Did you know that the California State Bar Board of Legal Specialization has a unique recognition for attorneys who go beyond the regular requirements to practice Estate Planning? Elijah Keyes has this designation; Certified Estate Planning Specialist. He is extremely well versed with this specific area of law and is a strong advocate for his clients in estate planning, including establishing living trusts, wealth planning and family transfers, dynasty trusts, conservatorships, special needs trusts, elder law medi-cal benefits and planning, trust administration and probate. Thank you Elijah, for being a trusted resource for us and for our clients!" -M.H.
"Keyes Law Group helped our family through a very difficult time with estate planning. He's honest, transparent and genuinely cares about his clients. His own personal experiences have shaped his approach in working with people - especially older folks who might be more mistrusting. He can finesse difficult conversations with ease and for that, I'm forever grateful. 100% recommend!" -Y.V.
"Elijah was very helpful with editing our family trust after my wife passed away. He answered all my question in a timely manner and if he did not know the answer he found out quickly. He would take time out of day to reassure me that he had everything under control. He took his time to explain why he worded the trust the way he did and that I understood what it meant. Will use him again when the trust needs to updated." -D.

HOW CAN WE HELP YOU?