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At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones. To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP.

Our firm also handles disputes over the decedent’s intent. For example, when a person dies, they might have named only some, but not all of his or her children in a will. Most likely, the unnamed children would contest the validity of the will, and estate litigation may ensue to determine whether the decedent intended to omit certain children or whether the omission was unintentional. This is but one example of a dispute that can arise in the execution of an estate plan. If you or someone you know is dealing with a dispute over the administration or execution of trust or estate in California, you should contact an experienced trusts and estates litigation attorney to ensure your interests are represented.

Conservatorships, while intended to exist for the benefit of the protected person, can sometimes become complicated and contentious. If you find yourself in a conservatorship that has become legally combative, consult the conservatorship attorneys at Ginzburg & Bronshteyn. Our experienced Los Angeles conservatorship attorneys are here to help

Modification of trust instrument

There are several reasons why the trustee and/or beneficiaries want to modify the trust. For example, the tax laws may have changed since the trust was drafted, or a beneficiary may have become disabled, in which case, modification of the trust to make it qualify as a Special Needs Trust may be desirable. In the case of an irrevocable trust, Probate Code §15403 provides that if all beneficiaries consent, they may compel modification or termination upon petition to the court unless (1) continuance of the trust is necessary to carry out the material purpose of the trust; and (2) the material purposes of the trust outweigh the reasons for the modification. A guardian ad litem may need to be appointed if the trust beneficiaries include those who are minors or unborn issue.

Another option is found in section 15409 under the changed circumstances doctrine. Under this doctrine, the trustee or beneficiaries may petition the court to modify the trust if, due to circumstances not known and not anticipated by the settlor, continuation of the trust would “defeat or substantially impair” the trust purposes. In other words, the petitioner must demonstrate to the court that modification will still further the settlor’s intent.

The easiest way to amend – or terminate – an irrevocable trust is to use California Probate Code §15404(a). The benefit is that you need not go to Court for approval. The disadvantage is that you must have the approval of all the settlors, also known as the grantors – and all of the beneficiaries.  Assume mom and dad set up a children’s trust and now dad is dead; you can’t have all of the grantors sign off because dad is dead, so you can’t use this approach. Also, when there are minor beneficiaries, this can be tricky and the trustee may be uncomfortable without a court order. If one beneficiary does not agree, you can always petition the court for approval.

The other way to amend or terminate an irrevocable trust is for the beneficiaries to petition the Court under California Probate Code §15403(a).

We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Bell Canyon, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oakland, Oxnard, Pasadena, San Francisco, Santa Barbara, Santa Monica, Sherman Oaks, Simi Valley, Tarzana, Thousand Oaks, Torrance, Westlake Village, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

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IMG-20120406-00236We are looking forward to attending the annual Los Angeles County Bar Association View From the Bench lunch. This year’s program will include a “State of the Court” address by the Hon. Maria E. Stratton and “Top Ten Tips on Addressing Probate Notes,” presented by Commissioner Brenda Penny. The Hon. Daniel S. Murphy, Hon. Clifford L. Klein, Hon. David S. Cunningham, Hon. Lesley C. Green, and Hon. David J. Cowan will also be joining the presentation for lunch.  The program will be presented at Cathedral of Our Lady of the Angels Conference Center 555 West Temple Street Los Angeles, CA 90012.

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones. To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP.

Our firm also handles disputes over the decedent’s intent. For example, when a person dies, they might have named only some, but not all of his or her children in a will. Most likely, the unnamed children would contest the validity of the will, and estate litigation may ensue to determine whether the decedent intended to omit certain children or whether the omission was unintentional. This is but one example of a dispute that can arise in the execution of an estate plan. If you or someone you know is dealing with a dispute over the administration or execution of trust or estate in California, you should contact an experienced trusts and estates litigation attorney to ensure your interests are represented.  Attorney Bronshteyn also serves on the probate volunteer panel of the Los Angeles Superior Court, and has represented executors, administrators, trustees, conservators, and conservatees, in court proceedings.

We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Bell Canyon, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oakland, Oxnard, Pasadena, San Francisco, Santa Monica, Sherman Oaks, Simi Valley, Tarzana, Thousand Oaks, Torrance, Westlake Village, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

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Just this month Ginzburg & Bronshteyn, LLP partner Yasha Bronshteyn, was given an “AV” rating from his peers, which means that he was deemed to have very high professional ethics and preeminent legal ability. Only lawyers with the highest ethical standards and professional ability receive a Martindale-Hubbell Peer Review Rating.
The Martindale-Hubbell Peer Review Ratings evaluates lawyers based on the anonymous opinions of members of the Bar and the Judiciary, including both those who are rated and those who are not. The first review to establish a lawyer’s rating usually occurs three years after his/her first admission to the Bar.
Martindale-Hubbell conducts secure online Peer Review Ratings surveys of lawyers across multiple jurisdictions and geographic locations, in similar areas of practice as the lawyer being rated. Reviewers are instructed to assess their colleagues’ general ethical standards and legal ability in a specific area of practice. Martindale-Hubbell Peer Review Ratings were created in 1887 as an objective tool that would attest to a lawyer’s ability and professional ethics, based on the confidential opinions of other lawyers and judges who have worked with the lawyers they are evaluating.

We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity, conservatorship,  trust litigation, financial elder abuse litigation, and trust accounting litigation at Ginzburg & Bronshteyn, LLP.  We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oxnard, Pasadena, San Francisco,  Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, Ventura, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

 

If you find yourself in a conservatorship that has become legally combative, consult the conservatorship attorneys at Ginzburg & Bronshteyn.

Conservatorships, while intended to exist for the benefit of the protected person, can sometimes become complicated and contentious.The issues in connection to the conservatorship are clear at times:

1. Is Proposed Conservtaee able to properly provide for his/ her personal needs for physical health, medical care, food, clothing and shelter? Cal. Prob. Code § 1801(a).
2. Is Proposed Conservtaee substantially unable to manage his/her financial resources or to resist fraud or undue influence? Cal. Prob. Code § 1801(b).

CONSERVATORSHIP OF THE ESTATE
There are two situations where a conservator of the estate may be appointed: (1) one who is
“substantially unable to manage … her own resources,” and (2) one who is “substantially unable to . . . resist fraud or undue influence.” Cal. Prob. Code § 1801(b).
Under a conservatorship estate, a conservatee is presumed to lack capacity to contract, to sell, transfer, or convey property, to make gifts, to incur debt, to delegate powers, to waive any rights or to serve as a fiduciary. Cal. Prob. Code § 2870, 1872. However, a conservatee is presumed to have the capacity to make medical decisions (Cal. Prob. Code § 2354) unless the court finds, pursuant to a petition requesting that the conservator have exclusive medical power under Cal. Prob. Code § 2355, that the conservatee lacks the capacity to give informed consent to any form of health care.

We are here to help you and your loved ones consult the Los Angeles incapacity and estate planning attorneys. Our experienced Westlake Village and gretaer Los Angeles  conservatorship attorneys are here to help clients in Santa Monica, Ventura County, Orange County and throughout Southern California defend their rights under the law. To contact our skilled attorneys, please contact Ginzburg & Bronshteyn, LLP online or call us at (310) 914-3222 or (818) 787-1011.

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On May 9, 2015, firm partner Yasha Bronshteyn attended the Conservatorship/PVP lecture presented by the Los Angeles County Bar Association.  This course provides an introduction and overview to attorneys new to or seeking to join the Probate Volunteer Panel; it satisfies certain  LASC Local Rules and California Rules of Court. Excellent course for PVP attorneys, offering the Court’s perspectives and different speakers’ insights on new developments and issues that frequently arise in the representation of conservatees and proposed conservatees.

Speakers Included:
Hon. Maria Stratton, Supervising Judge, Probate Department, Los Angeles Superior Court
Hon. Robert Wada, Los Angeles Superior Court

 

Issues of cognitive impairment which may require a conservtarshiop include: gavel

—  inability to resist fraud

— major impairment to short term, long term and immediate recall memory

— major impairment to verbally communicate

— severe disorganized thinking

— moderate hallucinations

— major impairment to perform simple calculations, plan simple tasks and reason logically

 

We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity, conservatorship,  and estate planning attorneys at Ginzburg & Bronshteyn, LLP.  We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oxnard, Pasadena, San Francisco,  Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, Ventura, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

Once again Conservatorships, while intended to exist for the benefit of the protected person, can sometimes become complicated and contentious. If you find yourself in a conservatorship that has become legally combative, consult the conservatorship attorneys at Ginzburg & Bronshteyn. Our experienced Los Angeles conservatorship attorneys are here to help clients in Santa Monica, Ventura County, Orange County and throughout Southern California defend their rights under the law. To contact our skilled attorneys, please contact Ginzburg & Bronshteyn, LLP online or call us at (310) 914-3222 or (818) 787-1011.

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On March 24, 2015, the panel of Probate Judges discussed the current state of Probate Court in Los Angeles County and addressed questions and concerns submitted by members of the Beverly Hills Bar Association. Fortunately six probate judges from the Los Angeles Superior Court – Central District were able to attend the lunch at Lawry’s in Beverly Hills.  This program was presented by the Trust and Wills Section of the Beverly Hills Bar AssociationIMG-20120406-00236.
The Judges present were:

Judge David J. Cowan (Department 79)
Judge David S. Cunningham (Department 67)
Judge Lesley C. Green (Department11)
Judge Clifford L. Klein (Department 9)
Judge Daniel S. Murphy (Department 29)
Commissioner Brenda Penny (Department 9 /MSC)

This occasion presented an opportunity to discuss the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions and many other substantive issues.

In addition, The Timothy Whitehouse Award will be presented to the Honorable Brenda Penny for her outstanding contribution to the practice of Trusts & Estates over a long and distinguished career.

Overall a very informative presentation that was attended by firm partner and trust litigator, Yasha Bronshteyn.

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones. To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP. We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Malibu, Oxnard, Pasadena, Santa Barbara, Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles,Westlake Village, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. If you or someone you know is dealing with a dispute over the administration or execution of trust or estate in California, you should contact an experienced trusts and estates litigation attorney to ensure your interests are represented. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships.  If you have questions about a loved one’s mental capacity, call the law firm of Ginzburg & Bronshteyn, LLP at (310) 914-3222 or (818) 787-1011, or reach us by using our online contact form.

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gavelFirm partners, Alexander R. Ginzburg and Yasha Bronshteyn, attended the Elder Abuse Restraining Orders: Nuts, Bolts and Other Miscellany program which was presented on February 19, 2015, by the Los Angeles Bar Association-Trust & Wills Section.   

The program focused on discuss the requirements and procedures to obtain a temporary or permanent elder abuse and dependent adult abuse restraining order, and the crossover issues with conservatorship and trust matters the common problem of people abusing each other and the legal ramifications of that abuse. Speakers included the Honorable Lesley C. Green, Los Angeles Superior Court. 

Dependent adult abuse restraining order cases are filed in a special proceeding with a separate prefix.  For example, in Central the cases are identified with the BS prefix as opposed to the BP prefix for regular probate cases.  Elder or dependent adult abuse stay away orders may be issued upon reasonable proof of past acts of abuse.  Welfare and Institutions Code Section 15657.03  A court may make its findings in favor of granting a restraining order by a preponderance of the evidence.

Bookout v. Nielson, 155 Cal. App. 4th 1131, 1138 (4th District. 2007)) finding that Welfare and Institutions Code Section 15657.03 does not require a finding by a clear and convincing evidence.)   Instances of dependent adult or elder abuse may also require the establishment of a conservatorship to better protect and provide for the individual.  Pursuant to Welfare and Institutions Code Section 15657.3 (a)  to the department of the superior court having jurisdiction over probate conservatorships shall also have concurrent jurisdiction over civil actions and proceeding involving a claim for relief arising out of the abuse of an elderly or dependent adult, if a conservator has been appointed for the plaintiff prior to the initiation of the action for abuse.

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP. We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Bell Canyon, Berkeley, Beverly Hills, Calabasas, Camarillo, Contra Costa County, Hayward, Encino, Hidden Hills, Irvine, Lake Sherwood, Malibu, Oakland, Oxnard, Pacific Heights, Palo Alto, Pasadena, Porter Ranch, Russian Hill, San Francisco, Santa Barbara, San Mateo, Santa Monica, Sherman Oaks, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced  Los Angeles estate and trust litigation attorneys in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or (415) 465-6555 in San Francisco, or by using our online contact form.

 

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On January 20, 2015, Ginzburg & Bronshteyn, LLP partner, Yasha Bronshteyn, attended the New California Conservatorship Jurisdiction Act: Protecting Conservatees from Multi-State Elder and Dependent Adult Abuse,  presented by the Beverly Hills Bar Association Trusts and Estates Section at Lawry’s in Beverly Hills.

The program and speakers focused on a number of key issues and changes to conservatorship law and the requirements set forth in the Los Angeles Superior Court Rules.

According to United States Census Bureau the population of the United States is aging. Approximately 40.3 million residents were age 65 or older in 2010, more than in any previous census. Adults in that age bracket also comprised a larger percentage of the total population than in the past. That trend is expected to continue as the baby boom generation becomes elderly. As the number of elderly adults increases, the need for geriatric care is also increasing.

About 1.3 million adults age 65 or older were in skilled nursing facilities in 2010. According to CBS News (Feb. 6, 2013), a recent study suggests that the number of patients with Alzheimer’s disease will triple by 2050.  Given the trends seen and described conservatorship proceedings are certain to increase.  The Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act (“UAGPPJA”) was approved by the Uniform Law Commission in 2007 to address some of the above mentioned concerns.  Now, effective January 1, 2016, provisions for interstate jurisdiction, transfer, and recognition of conservatorships under the California Conservatorship Jurisdiction Act (CCJA) will help streamline certain facets of obtaining and registering a probate conservatorship. This should help reduce litigation in multiple states and lessen the burden on the court system.

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We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity, conservatorship,  and estate planning attorneys at Ginzburg & Bronshteyn, LLP.  We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oxnard, Pasadena, San Francisco,  Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

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Fortunately we will see two more probate courtrooms at the Los Angeles Superior Court.  The additional two courts will give us a total of six at the Central Courthouse.IMG-20120406-00236

The six courts will be allocated as follows:

Dept. 5 (2nd floor): Judge Stratton
Dept. 9 (2nd floor): Judge Klein
Dept. 29 (2nd floor): Judge Murphy
Dept. 11 (2nd floor): Judge Green
Dept. 67 (6th floor): Judge Cunningham
Dept. 79 (6th floor): Judge Cowan

Commissioner Penny shall act as the floater – handling court coverage, conducting Settlement Conference, and so forth.

The sixth floor Probate Courts are expected to become fully operational on February 2, 2015, though there may be some transitional calendaring and activity. It is expected that he new system will work well, despite the separation of floors.  Ultimately, we will have a more reliable sense of bench placement, which will allow for greater case continuity as the same judicial offer will preside over a particular matter.  The goal  is to cause the calendar spread to  be wider thus alleviating the morning crunch.

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, incapacity, as well as other cases concerning revocable inter vivos trusts.

We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP.  We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Beverly Hills, Calabasas, Camarillo, Encino, Hidden Hills, Irvine, Lake Sherwood, Oxnard, Pasadena, San Diego, San Francisco,  Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or by using our online contact form.

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Firm partner, Yasha Bronshteyn, attended the Ex-Parte Probate Court Program Presented by Trusts and Estates Section of the Los Angeles Bar Association at the Stanley Mosk Courthouse 111 N. Hill Street, Los Angeles, California. Speakers included the Honorable Judge Daniel S. Murphy, Los Angeles Superior Court of Department 29. Additional speakers concerning Ex Partes, drop-off Ex Partes, Urgency, Irreparable Harm Issues, Procedures, and Orders were Regina E. Esteras, Los Angeles Superior Court, Probate Department and Darciann Horton, Los Angeles Superior Court, Probate Department.

In Court news it appears that the Stanley Mosk Courthouse will add two more probate Judges in early 2015. In addition, Judge Maria E. Stratton will take over as the presiding Probate Judge on January 1, 2015.

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, undue influence matters, trust contests, as well as other types of family law issues.

The issues in connection to the conservatorship are clear at times:

1. Is Proposed Conservtaee able to properly provide for his/ her personal needs for physical health, medical care, food, clothing and shelter? Cal. Prob. Code § 1801(a).
2. Is Proposed Conservtaee substantially unable to manage his/her financial resources or to resist fraud or undue influence? Cal. Prob. Code § 1801(b).

CONSERVATORSHIP OF THE ESTATE
There are two situations where a conservator of the estate may be appointed: (1) one who is
“substantially unable to manage … her own resources,” and (2) one who is “substantially unable to . . . resist fraud or undue influence.” Cal. Prob. Code § 1801(b).
Under a conservatorship estate, a conservatee is presumed to lack capacity to contract, to sell, transfer, or convey property, to make gifts, to incur debt, to delegate powers, to waive any rights or to serve as a fiduciary. Cal. Prob. Code § 2870, 1872. However, a conservatee is presumed to have the capacity to make medical decisions (Cal. Prob. Code § 2354) unless the court finds, pursuant to a petition requesting that the conservator have exclusive medical power under Cal. Prob. Code § 2355, that the conservatee lacks the capacity to give informed consent to any form of health care.

We are here to help you and your loved ones consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP. We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Berkeley, Beverly Hills, Calabasas, Camarillo, Contra Costa County, Hayward, Encino, Hidden Hills, Irvine, Lake Sherwood,Malibu, Oakland, Oxnard, Pacific Heights, Palo Alto, Pasadena, Russian Hill, San Francisco, Santa Barbara, San Mateo, Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles, Westwood, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or (415) 465-6555 in San Francsico, or by using our online contact form.

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Firm partner, Yasha Bronshteyn, attended the People Behaving Badly: Trustees and Beneficiaries Abusing Each Other and Settlors program which was presented on September 19, 2014, at the Millennium Biltmore Grand, by the Los Angeles Bar Association-Trust & Wills Section.   

The program focused on the common problem of people abusing each other and the legal ramifications of that abuse. The first panel discussed how some trustees abuse their fiduciary responsibilities and how beneficiaries may take advantage of their trustees. The second panel will discuss what constitutes criminal elder abuse, how to report elder abuse in all its forms to the authorities, and what to expect after such a report has been made.

This panel examined conflicts that arise between beneficiaries and trustees regarding administration of trusts.  Focus was directed on areas in which conflict often arises, such as asset risk tolerance, asset selection, asset concentrations, discretionary distributions, notice to remainder beneficiaries, the party’s view of their role, and regulatory compliance requirements.  Drawing from their numerous years of experience in resolving fiduciary conflicts, the speakers will shared examples of conflicts that have arisen and methods they have discovered which can minimize litigation.

The second panel presented a terrific overview of criminal elder abuse and focused on financial elder abuse from the perspective of the Los Angeles District Attorney’s Office.  There will be a discussion of the types of financial elder abuse cases that the Elder Abuse Section handles, and discuss the process of reporting a suspected crime to law enforcement, the investigation process, presenting the case to the District Attorney’s office for review, and finally, the process of the case through the criminal justice system.   At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones.  To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP. We serve clients in Los Angeles, Orange County, Ventura County, and throughout Southern and Northern California including Agoura Hills, Berkeley, Beverly Hills, Calabasas, Camarillo, Contra Costa County, Hayward, Encino, Hidden Hills, Irvine, Lake Sherwood, Oakland, Oxnard, Pacific Heights, Palo Alto, Pasadena, Russian Hill, San Francisco, Santa Barbara, San Mateo, Santa Monica, Simi Valley, Tarzana, Thousand Oaks, Torrance, West Los Angeles, and Woodland Hills. Our attorneys are renowned for producing high quality work and working diligently to achieve our client’s goals. We have developed a reputation for effective representation in complex and sophisticated matters as we guide you through the complex legal process. We are experienced in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, or (818) 787-1011 in Westlake Village, or (415) 465-6555 in San Francsico, or by using our online contact form.