Costs of a Conservatorship

There are approximately 1,500 elderly and incapacitated adults whose lives and finances are overseen by Santa  Clara County’s probate court. A recently concluded six-month Mercury News investigation found a  small group of the county’s court-appointed personal and estate managers are  handing out costly and questionable bills — and charging even more if they are  challenged. (Full article: http://bit.ly/QJIURm)

Reportedly, Santa Clara County judges are taking this investigation seriously, and will be making changes within a matter of weeks. To help you understand how a conservatorship can get costly, we included a chart below, which was graciously provided to us by Karen de Sá and Doug Griswold at the Mercury News. You can click on the chart to make it larger.

 If you are interested in learning more about creating a conservatorship or estate planning in general, contact the experienced attorneys at Lonich Patton Erlich Policastri for further information.

 Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results.  While this post may detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.