Guardianship

Appointment of a guardian or conservator can be an important part of an Estate Plan. We all want to manage our own personal and financial affairs. By the same token, we all worry about the day that we will be unable to do so due to age, illness or disability.

If you have not executed the appropriate financial or medical powers of attorney, formal intervention by the probate court may be required.

A guardian is an agent appointed by the probate court to manage the medical and day-to-day personal affairs of an incapacitated person. A limited guardianship can be tailored to a specific area of incapacity.

A conservator is an agent appointed by the probate court to manage the financial affairs of an incapacitated person — without control of his or her person.

Incapacity can be a very difficult issue for individuals and families to discuss. We have worked with many individuals and families to evaluate their options and facilitate communications on this highly sensitive subject.

By law, guardians, conservators and other fiduciaries must act in the best interest of the protected person and are responsible for certain duties. If you are serving in a fiduciary capacity, we can help you comply with the laws of fiduciary responsibility. Our litigators can defend you if your actions are challenged or contested.

We work closely with you and your family, public and private benefits providers, employers, business partners, professional services providers, fiduciaries and charitable organizations to make sure that your guardian or conservator – as an important component of your Estate Plan – meets your unique personal and financial objectives.

Attorneys:

Robert L. Sagrillo |Henry. M. kohnlein

info@sagrillokohnlein.com