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Blog Posts in fiduciaries

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  • How a Conservatorship affects Estate Planning
    How a Conservatorship affects Estate Planning

    A person who is subject to a conservatorship may still have the capacity to set up their own estate plan. The appointment of a conservatorship is a consideration in determining whether the conservatee ...

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  • Standing and Sufficiency of a Petition for Guardianship: What Test applies in California?
    Standing and Sufficiency of a Petition for Guardianship: What Test applies in California?

    In 2009, The California Appellate District Court applied the current California test for standing and sufficiency for a petition for guardianship . This Case involved Petitioner Paul Petersen, the CEO ...

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  • Probate Code Revisions for Donative Transfer Restrictions
    Probate Code Revisions for Donative Transfer Restrictions

    In estate litigation , it is important to consider elder abuse , fraud and undue influence. The California State government has attempted to address these issues with legislation. In 2009, State ...

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