Legal Question in Elder Law in California

Conservatorship

My mother has Alzheimer's disease and has an inheritance of property ated property. This property is in another state and she will be getting a check soon from the sell of the property and cannot cash the check. The funds will help pay for any future cost with her arangements. How can I get conservatorship quickly.


Asked on 1/04/08, 10:25 am

3 Answers from Attorneys

Joel Selik www.SelikLaw.com

Re: Conservatorship

Is there a trust or a power of attorney? That would be the best way.

Other ideas is to deposit in her account and if her account is joint.

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Answered on 1/04/08, 10:34 am
John Steele Steele Law Firm

Re: Conservatorship

Until the court designates you as a trustee or guardian (assuming she did not when she was of sound mind), you cannot cash her check without assuming some risk/liability.

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Answered on 1/04/08, 12:49 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Conservatorship

This is a classic question. Ideally, your mother should have given someone she trusts a durable general power of attorney before she lost her mental capacity. If she did, the agent with the signed power can negotiate the check, pay her bills, etc. without having to establish a conservatorship. If not, someone interested in her well being (like you for instance) can file an action for the court appointment of a conservatorship over her body and over her estate. Once that is established, the conservator will be able to do what is needed.

Unfortunately a conservatorship comes with substantial cost. But, the cost will be paid from your mother's estate (assets).

For yourself and loved ones, I suggest you get and read my book "How You Can Protect Your Loved Ones in the Event of Death or Disability (Without Paying a Legal Fees}" Not only does it explain virtually everything you need to know in plain English, but it contains in the Appendix a copy of the Legacy Living Trust Package. This is a complete trust package for the Middle Class including a Living trust for single or for married people, a durable general power of attorney, an advance healthcare directive, an Abstract of Trust, all necessary transfer documents and instructions. Having taught literally hundreds of seminars to thousand of regular middle class people, I have learned how to answer the most important questions in language understandable to all. Having learned over 30 years that most people that go to an attorney to pay $1200 or more for these documents don't understand the language in the unnecessarily complicated documents, don't understand what they are doing and why, and ofen make common but avoidable mistakes, I created the Legacy Living Trust Package.

You can order the book on-line at Amazon.com, but, it is better to order at www.IWant2CreateMyLegacy.com. If you order there, you will get a free special report entitled "The Seven (7) Most Common Mistakes Made by the Middle Class in Planning For the Inevitability of Death and the Likelihood of Disability, and How to Avoid Them." This report alone could save you and your family hundreds of times the cost of the book.

Again, the book is, to my knowledge, the only one written for regular people in the middle class, and it contains in an appendix the Legacy Living Trust Package, which to my knowledge is the only complete fill-in the blanks trust package written in simple English ("People Ease", not "Legalese") that will be valid in every State in the US.

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Answered on 1/04/08, 3:04 pm


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