​SHERMAN OAKS CONSERVATORSHIPS | ATTORNEYS LAWYERS | SIRKIN ELDER LAW | 818.340.4479

CONSERVATORSHIP & ELDER LAW ATTORNEYS SHERMAN OAKS  & VAN NUYS CA

Conservatorship and Conservatorship Litigation Attorneys Lawyers


What is a Conservatorship?  A Conservatorship in California is a judicially created relationship where an adult is given the legal authority and responsibility to care for another adult.   Our Los Angeles & Sherman Oaks Conservatorship lawyers can assist you with the conservatorship process in Los Angeles County.

Types of Conservatorship:

General Conservatorships in Los Angeles County can be three basic types:

1) Conservatorship of the person; 2) Conservatorship of the Estate; and 3) Conservatorship of person and estate.

There are several other types of Conservatorship matters also available such as LPS Conservatorships (mental health) and Developmentally Disabled (Limited) Conservatorships.

Who can file for a Conservatorship?

Generally, spouses, children, relatives, friends, the public guardian, and professional fiduciaries.

If there are several persons who have filed competing petitions for conservatorship requesting that each becomes the conservator, the court will decide who shall become the conservator.  Preference rules exist for making such a determination. Contested Conservatorship proceedings can take long and may result in a trial.

A conservatorship must continue until the court orders the conservator relieved from his or her duties. This can happen if the conservatee dies; if the estate is used up; if the conservatee regains his or her capacity; or if the conservator becomes unable or unwilling to act. In the last situation, the court will assign a successor conservator.

Conservatorships are time-consuming and expensive. They should only be used when absolutely necessary
Candidates for conservatorships are usually disabled.  Some conservatees may have Alzheimer’s disease, dementia, parkinsons, autism, or other diseases.   Once a Conservators is appointed, the Conservator can ask the Court for permission to do Medi-Cal planning for the Conservatee including substituted judgment petitions to protect the assets from Medi-Cal, and to purchase or sell property of the Conservatee.


PROTECTING THE ELDERLY AND DISABLED WITH A CONSERVATORSHIP

Conservatorship proceedings and actions of conservators are court supervised. 

Family members are given notice of the proceeding and financial records of the conservatee are summarized in an accounting filed with the court.

When a Conservatee needs psychiatric medications, the Court reviews a doctor’s declaration regarding the need for the medication.    The ability of the Conservator to administer dementia medication depends on the court’s approval of administering such medication.

When a Conservator wants to sell real property or purchase real property, the court must give permission for such a transaction, especially when it involves moving the Conservatee from his or her home.

A PVP attorney is sometimes appointed for the Conservatee.  The role of this type of attorney is to advocate the wishes of the proposed conservatee when there is litigation, or when rights of the Conservatee are affected.  We have served Sherman Oaks California Residents since 1992.

California Conservatorship Process:

Conservatorship proceedings usually start when a person is so incapacitated that he or she cannot manage his/her own affairs. The person who is the caretaker is called the conservator, and the person who is being taken care of is called the conservatee.

The conservatorship proceeding begins with a petition filed with the court, followed by an investigation by a court investigator and a court hearing. Many factors can affect a conservatorship. For example, if the conservatee objects to the conservator’s appointment, he or she may object and the court will assign counsel for the conservatee for that purpose.

A conservator of the estate is required to provide accountings that give details of the conservatee’s assets, income and expenses, showing exactly how the conservatee’s money was spent. Additionally, the court will require that the conservator of the estate to post a bond. The conservator is paid by the conservatee’s estate and the court supervises the reasonableness of the payments to the conservator.

Why are Power of Attorney Documents Not Enough in Certain Situations?

1.   You cannot force a patient to take psychotropic medications with a power of attorney.   Doctors cannot administer psychotropic medications without the patient’s consent, even if there is a power of attorney.
2.   You cannot prevent the elder/ disabled from entering into a contract, transferring assets and property, or prevent them from marrying with a power of attorney.
3.   If the disabled person lacks capacity at the time of siging, you will have an invalid power of attorney.

While a valid power of attorney document can authorize the power of attorney holder to accomplish certain tasks of a conservator, a power of attorney cannot prevent the ill person from contracting, conveying property or marrying. For example, a patient with Alzheimer’s disease may become subject to fraud or undue influence by unscrupulous persons. 


While he or she could have given a valid power of attorney while he or she was well, he or she may be befriended, may marry, and convey his or her property to a new spouse. In that situation, the probate code provides that a conservatorship may be established, and the conservator may ask the court to set aside any contract entered into by the ill conservatee.

The advantage of the conservatorship is that it can safeguard against fraud or undue influence by a third party against the ill person.   Conservatorships can get costly when there is litigation involved.  Persons filing for conservatorship should consider the costs before filing.   Sherman Oaks Ca residents have hired us for over 22 years to assist them with Conservatorships.

What is a Contested Conservatorship or Conservatorship Litigation matter?

Contested Conservatorship and conservatorship litigation can involve any of the following situations:

1. Objections to the initial appointment of a particular person as a conservator.

2. Removal of an existing Conservator for cause.

3. Actions requesting appointment of a successor conservator to which others object.

4. Disputes involving contested conservatorship accountings.

5. Determination of a undue influence on an elderly or disabled person.

6. Objections to Proposed Actions by Conservator including substituted judgment actions and trusts.

7. Family mediations in determining the best conservator.

8. Requests to terminate a conservatorship or modify powers in a conservatorship.

9. Determination of rights to assets and disputes relating to ownership and title.

10. Conservatorship trials and litigation.

Our attorneys are ready to serve Sherman Oaks and Van Nuys residents with Conservatorships.  Call us at Sirkin Elder Law 818-340-4479 for more information on conservatorship and contested conservatorship and conservatorship litigation matters.  Sherman Oaks Van Nuys Conservatorship Attorneys.

Special Administration | Attorneys Lawyers | Los Angeles Glendale Pasadena Woodland Hills

Special Administrators are usually appointed in situation which require immediate attention or urgencies in estate matter.  

WHAT DOES A SPECIAL ADMINISTRATOR DO?

A Special Administrator may have special powers, such as powers to litigate, or to preserve or locate assets of the estate.    A Special Administrator with special powers usually does not distribute the assets, but collects them long enough for a general administrator or executor to be appointed.   Sometimes, if there is a dispute between two parties in appointing an executor, of if there are competing probate petitions, a special administrator will be appointed to pay the mortgage on the estate property, or to preserve it.     If a property is in foreclosure, a Special Administrator may be appointed on short notice to try to stop the foreclosure.   

WHAT DOES SPECIAL ADMINISTRATION COST?

A Special Administrator has to apply to the court for fees, and those fees are usually customary hourly rates of the person who is appointed as a special administrator.  If the Special Administrator is represented by counsel, his or her attorney also needs to apply to the Court for fees. 

HOW LONG DOES SPECIAL ADMINISTRATION LAST?

A Special Administration may last until a general administrator is appointed, or until he or she received general Letters of Administration.  This can be as short as a few months, or as long as a few years. 

WHAT IS THE BENEFIT OF A SPECIAL ADMINISTRATOR?

A Special Administrator can be beneficial to help bring two parties together to settle probate disputes.   Many times, Special Administrators are private professional fiduciaries who will be neutral to the parties.    Special Administrators who are attorneys do not require being represented by an attorney, but may be represented by counsel, if needed.

CALL US WHEN YOU NEED SPECIAL ADMINISTRATION SERVICES:

Attorneys at Sirkin Law Group, P.C. can assist you with all aspects of special administration in Los Angeles, Glendale, Pasadena and Woodland Hills.   Call 818.340.4479.

Petition for Conservatorship | Los Angeles Ca | Sirkin Law Group | Attorneys Lawyers | 818.340.4479

Where to file a Petition? Los Angeles California Petition for Conservatorship

Click the link here to download the free form: ===>  California Petition for Conservatorship.  [Petition for Appointment of Probate Conservator]

Downloading this free form does not create an attorney-client relationship. To retain our services, please contact 818.340.4479 or email:  Info@SirkinLaw.com

Whether you are looking for help for conservatorship of a parent in Los Angeles, or for guidance on conservatorship of a child in Los Angeles, our attorneys are here to assist you by answering your questions during a free consultation.


WHY HIRE US?

Mina Sirkin is a nationally recognized conservatorship and probate attorney and has served as a media expert to CNN, MSNBC, Inside Edition, NPR and KTLA regarding probate and estate matters.  She is Certified as a Specialist by the Board of Legal Specialization of the State Bar of California, in Probate, Estate Planning and Trust Law.   Mina Sirkin is rated 10/10 as a lawyer on Avvo.  Sirkin Law Group’s attorneys help parents and children who seek Conservatorship. Probate Offices are located in Los Angeles, Woodland Hills, Glendale and Pasadena. Probate Attorneys Los Angeles  Call: 818.340.4479.   

​​​​Fiduciary Litigation | Attorneys Lawyers | Sirkin Law

Fiduciary litigation in Los Angeles can be very complex, and often involves both a trust and probate case.  Fiduciaries (Trustees/Executors) and beneficiaries do not always agree on how to best manage the assets of a trust or estate.   While the fiduciary has the duty to protect the trust/ estate and all of the beneficiaries, each beneficiary may have rights which need separate protection.  At Sirkin Law Group, our attorneys and lawyers have helped resolve fiduciary and beneficiary disputes and litigation cases for over 22 years.

Typical cases involving disputes between fiduciaries and beneficiaries are stated below:

​1.   Trustee fails to give the trust documents to the beneficiaries and fails to keep the beneficiaries informed.
2.   Trustee fails to account to the beneficiary.  Untimely accountings are the number one cause for fiduciary litigation in Los Angeles.
3.   Trustee is a beneficiary and does not want to sell the house because he/she or his/her a child lives in it.
4.   It is taking too long for the beneficiary to receive his/her money under the trust or estate.
​5.   Trustee is investing the assets of the trust in the wrong investments and has lost money for the trust.
6.   Trustee has misappropriated or stolen the assets of the trust or estate.

Below are some frequently asked questions asked by beneficiaries in fiduciary litigation involving beneficiaries and trustees:

1.   Do I have a right to see the trust documents?   Yes, if you are a beneficiary of the trust or heir at law.
2.   The trustee will not see the house, can I force him to sell it?  Yes, if the sale is required to make the distribution to all beneficiaries.
3.   Can the trustee buy the trust property for under market value?  No, unless the trust document specifically allows him to do so.​
4.   Can the trustee benefit himself over the beneficiaries?  No, unless the trust provides for it.
5.   How soon can the trustee distribute the assets to me?   The trustee has to give a notification by trustee.   Assuming no one contests the trust terms during the 120 day period from the notice, then the trustee should account and distribute the trust assets within a reasonable time.   A reasonable time varies from trust to trust because of varying timelines of sales of property.   A fiduciary trustee may reserve funds for payment of taxes or litigation.


Our attorneys and lawyers provide aggressive representation in fiduciary beneficiary litigation cases in Los Angeles Ca with offices in Los Angeles, Glendale, Woodland Hills, Pasadena.

Why hire us?


Mina Sirkin is a nationally recognized probate and trust attorney and has served as a media expert to CNN, MSNBC, Inside Edition, NPR and KTLA regarding celebrity probate and estate matters.  She is Certified as a Specialist by the Board of Legal Specialization of the State Bar of California, in Probate, Estate Planning and Trust Law.   Mina Sirkin is rated 10/10 on Avvo. Offices in Los Angeles, Glendale, Pasadena and Woodland Hills.  Sirkin Law’s Fiduciary Group’s Los Angeles office can assist you and your loved ones.  Call: 818.340.4479.  Beneficiary Disputes Attorneys Los Angeles.​​