Catherine M. Swafford
Partner | San Diego
Where a person is vulnerable and not able to take financial decisions for themselves, a judge may appoint a conservator to protect them from abuse. We have deep experience in this area and can talk through your situation and the options available.
Matters relating to elderly people's mental capacity to take legal decisions need to be handled carefully. With a team of lawyers dedicated to trust and succession issues, we can talk through your family's situation and the options available to you.
In cases where an elderly or otherwise vulnerable adult is not able to manage their own finances, a conservator may be appointed by a judge. Conservatorships can protect loved ones from falling victim to elder abuse in their later years. We can also advise on statutory wills, lifetime gifts and deeds of variation of estates.
We have a diverse client base of older people and their families and carers, as well as trustees, executors and other fiduciaries. Our US lawyers are also available to assist conservators from other countries, where a bank or other US entity is refusing to recognize their appointment.
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We offer a full range of services to individuals and businesses. Find out how we can help you solve challenges and maximize opportunities.
Our website will give you a flavour of the advice we provide - if you would like to talk to us for more information, please contact our client services team who will be happy to assist.