In a conservatorship proceeding, the court can grant a conservatorship of the person, of the estate or both of the person and of the estate. The conservator of the estate has management and control subject to the powers granted by the court to manage assets titled in...
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When Do I Need to Consider Conservatorship for my Developmentally Disabled Child?
Is your child’s 18th birthday looming? Or is your child already 18 or older? While your developmentally disabled child’s needs have not necessarily changed, their legal status has definitely changed. They are now adults and that means that your ability as a parent...
Limited Conservatorships: What are the Seven Powers Available?
A limited conservatorship is a protective proceeding for adults who are developmentally disabled. The purpose of limited conservatorships is twofold: First, to provide a proceeding for developmentally disabled individuals to have assistance when their disabilities...
Can a Developmentally Disabled Adult Execute a Power of Attorney or Advance Health Care Directive?
The short answer to this question is maybe. It depends on the capacity level of the adult. The question is raised when a developmentally disabled child turns 18 and is determined to be an adult and their parents no long have authority to make medical or financial...
Do you know about CalABLE accounts? UPDATED
UPDATED: CalABLE was thrilled to see that passage of the ABLE Age Adjustment Act was included in the Congressional Omnibus Spending Bill at the end of 2022. This Bill will amend the Internal Revenue Code to raise the age threshold from 26 to 46 for tax-favored ABLE...
ТРАСТ, ЗАВЕЩАНИЕ И УНАСЛЕДОВАНИЕ ИМУЩЕСТВА ПО-ЗАКОНАМ ШТАТА КАЛИФОРНИИ
В жизни каждого человека приходит момент, когда он начинает задумываться о будущем родных и близких, в тот момент, когда его уже не будет рядом. Зачaстую, такие мысли приходят, когда человек испытывает большие изменения в жизни, такие как: рождение ребенка,...
How Cryptocurrency and NFTs Fit into Your Estate Plan
When I first began as an estate planning attorney, digital assets were not part of the intake process for my meetings. Flash forward a few years and I began to capture a few digital assets such as websites and social media accounts. However, about five years ago,...
Queen Elizabeth II’s 70-Year Reign Ended Today – A Time to Review & Reinvest
The longest serving monarch has died at 96. Whenever someone passes, and maybe more so when someone who has lived so long has passed, it allows us to take a pause and reflect on our own lives. What kind of legacy do we want to leave, what kind of life have we lived...