Understanding Conservatorships in California: When and Why They’re Needed

Episode Summary

In this episode, Attorney Adam Grant breaks down what conservatorships are, when they’re necessary, and how families can navigate the process with compassion and preparation. He explains the two types of conservatorships — of the person and of the estate — and how they differ from powers of attorney and health care directives. Adam also discusses the emotional and legal challenges involved, the responsibilities of a conservator, and what proactive planning steps can help families avoid conservatorship altogether.

Key Timestamps

00:30 – Overview of their purpose and how they impact personal and financial decisions.
02:00 – Requirements, medical declarations, and court approval process.
03:30 – Difference between conservatorship of the person and of the estate.
05:00 – Why families end up in court without proper documents.
06:30 – Reporting, financial accountability, and court oversight.
08:00 – The legal and personal strain families face during the process.
09:00 – How two brothers protected their mother through conservatorship.
10:00 – Planning ahead with powers of attorney and health care directives.
11:00 – What families should do if they believe a loved one needs protection.

About the Show

Protecting Your Legacy with Estate Planning features Attorney Adam Grant, founding partner of Stonewood Law PC in Encino, California. With over a decade of experience in estate planning, probate, conservatorships, and special needs trusts, Adam helps families across California protect their assets and ensure peace of mind for generations. Each episode offers clear, practical legal guidance for real-life family situations.