Trusts and Estates, Guardians and Conservators

  • Guardianship (Minors & Incapacitated Adults)
  • Conservator Appointment & Reporting

I have had the opportunity to represent several clients with multi-million-dollar trusts and estates. This complex area of the law becomes even more challenging when an incapacitated adult or a minor child is involved. Probate courts require a full accounting by guardians and/or conservators of income and expenditures, personal status reports and a myriad of other legal paperwork that often taxes even the most astute family member.

Trusts are created to provide for the individual(s) named in them. My job as attorney for a trust or estate -- or for a beneficiary of a trust or estate -- is to ensure that the document is executed properly; that those who are named in the document receive their due as indicated; that guardians, conservators and, when necessary, guardians ad litem are appointed who have the best interests of the affected recipients in mind; that guardians and/or conservators have the legal help they need to conduct the job with which they are charged. Because the laws and requirements regarding these areas change regularly, I attend Continuing Legal Education seminars on these topics whenever possible.