Estate Planning with Conservatorships in California

Riverside County Attorneys in Palm Springs Helping Protect Family Members with Special Needs

Schlecht, Shevlin & Shoenberger, A Law Corporation is an established, full-service estate planning law firm in Riverside County, California. In addition to assisting clients with transferring their assets and ensuring care for their minor children, our attorneys also regularly provide advice and counsel regarding continued care for elderly or disabled adults. This is done through what is known as a conservatorship.

About Conservatorships in California

Conservatorships are legal relationships that grant one adult the right and obligation to care for another. In California, a conservatorship can either be general or limited. General conservatorships assign responsibility for full caretaking and financial management for individuals who are unable to manage these tasks on their own. Thus, general conservatorships are most common with elderly relatives suffering from deteriorating physical and mental faculties. Limited conservatorships are typically used to ensure continued provision of needed assistance to adults with developmental disabilities.

Like guardianships, California law recognizes separate conservatorships for basic care and protection (conservatorship of the person) and financial management (conservatorship of the estate). A conservator of the person is generally responsible for:

• Meals, housekeeping and personal care,
• Recreation,
• Shelter and transportation, and
• Health and general well-being.

By contrast, a conservator of the estate is charged with ensuring timely payment of the conservatee’s bills, receipt of the conservatee’s income, and general investment and management of the conservatee’s assets and budget.

Decades of Experience Establishing Conservatorships in California

The attorneys at Schlecht, Shevlin & Shoenberger, A Law Corporation have been assisting clients with estate planning in Riverside County since 1951. We have decades of experience counseling family members on how best to provide for their loved ones in the event of death or incapacity. These are not easy issues, but addressing them now can preempt unnecessary disputes and uncomfortable decisions down the road. Utilizing the knowledge gained from years of helping countless families throughout California, we are able to provide thoughtful, practical, and cost-effective advice that allows our clients feeling confident in their decisions. Please use the link below to contact us to learn more.

Schedule a Consultation with a Compassionate Estate Planning Attorney in Riverside County, CA

Our attorneys can answer all of your questions and help you make informed decisions about planning for your loved ones’ care. Located in Palm Springs, we counsel clients throughout Central and Southern California. Contact us online or call 760-320-7161 to schedule a consultation today.