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What Does It Mean to Lack Capacity for Conservatorship and Trust and Estate Plan Documents in California? (Part 3 of 3)

In this post we’ll continue to discuss capacity (and incapacity). We’ll discuss…

Now that I Am the Conservator of my Grandmother in California, May I Sign a Trust or Will for Her or Do I Need a Substituted Judgment Petition for That?

Yes, in California the conservator must obtain court authority prior to signing…

What Does It Mean to Lack Capacity for Conservatorship and Trust and Estate Plan Documents in California? (Part 2 of 3)

In this post we’ll continue to discuss capacity (and incapacity). Specifically, we’ll…

Now That I Am Managing My Mom’s Assets as Trustee of Her Trust in California, What Do I Do About Her Family House that Now Is Vacant? (Part 2 of 2)

This issue often arises in California in many different contexts including: When…

Capacity (and Lack of Capacity) Pt. 1

What Does It Mean to Lack Capacity for Conservatorship and Trust and Estate Plan Documents in California? (Part 1 of 3)

If you need to take over the affairs of a friend or…

Is a Substituted Judgment Petition Needed

Now that I Am the Conservator of my Grandmother in California, May…

Vacant Family House Dilemma (2 of 2)

Now That I Am Managing My Mom’s Assets as Trustee of Her…

Substituted Judgment

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