> Experience > Our practices > Trust, estate and inheritance disputes > Conservatorships
Conservatorships
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.
Recent Recognition
Our team
Catherine M. Swafford
Partner | San Diego
Jeremiah (Jeremy) J. Moffit
Partner | San Diego
Matthew R. Owens
Partner | San Diego
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Beneficiaries and heirs
Whatever you have inherited, and wherever it is in the world, our leading team of lawyers can help you to protect the value of the asset, manage the tax implications and resolving any disputes. Find Out More
Elderly and vulnerable people
We have helped many families and trustees through the exceptionally difficult scenario where a person has lost capacity to make decisions for themselves, advising on the full spectrum of issues. Find Out More
Trustees, executors and fiduciaries
Even the most experienced advisors will need legal support on complex matters such as cross-border tax queries or third-party claims. We can help you meet your obligations with confidence. Find Out MoreHow else can we help?
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