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California Conservatorship — when your special needs son or daughter cannot make decisions for themselves

By Kristina R Haymes

From the desk of Del Mar/Carmel Valley Trust and Estate Attorney, Kristina R. Haymes San Diego Estate Planning for Your Family: What do you do when your adult child has special needs?  In the fictitious story about Sam and Sally Smith in my previous post, we discussed a situation where their adult son was considered developmentally disabled.  The son was currently receiving social security benefits and when Sam died the issue arose, what to do now that this adult child has inherited the family cabin? Sam and Sally had thought about creating a Special Needs Trust for their son but never got around to doing it. Now, that Sam died and left property to their son, Sally needed to get a limited conservatorship or become a conservator over aspects of her son’s estate, in order to help him handle the property that he just inherited...continue to full post

Full post as published by Mediation Marketing Tips on September 08, 2010 (boomark / email).