Conservatorships Category Archives — Page 2 of 4 — Probate Litigation Attorney Blog Published by Los Angeles, California Probate Litigation Lawyers

January 11, 2018

Updates in Probate and Conservatorship Matters

Alexander R. Ginzburg, Partner at Ginzburg & Bronshteyn, LLP and Edward Babakhani, Associate Attorney, at Ginzburg & Bronshteyn, LLP enjoyed the program scheduled by the Los Angeles County Bar Association -Trust and Estates Section scheduled for January 9, 2018, concerning summaries of 2017 cases that affect trust, estate and conservatorship matters. The program commenced at 11:45 a.m. at the Stanley Mosk Courthouse located at 111 N. Hill Street, Los Angeles, CA 90012. The speakers included Los Angeles Probate Court Presiding Judge David J. Cowan.

Next, the Los Angeles Superior Court – Probate Division has announced certain changes to Probate Court Judicial Assignments. More specifically, effective Oct. 30, 2017, the Probate Division implemented the following changes:

• Judge Daniel J. Juarez is reassigned from the Mental Health Division to the Probate Division, to the Stanley Mosk Courthouse located at 111 N. Hill Street, Los Angeles, CA 90012. The Department will be determined later as initially the honorable Judge Juarez will provide coverage for other probate judicial officers as required, and conduct settlement conferences.

October 1, 2017

Ginzburg & Bronshteyn, LLP wins at Probate Trial in Ventura County

by Ginzburg & Bronshteyn, APC

Successfully fighting for our clients and no fear of taking matters to trial if necessary!

Ginzbug & Bronshteyn, LLP, is proud to share that firm partner Yasha Bronshteyn obtained a trial verdict in the Ventura County Superior Court in September of 2017 concerning a partition of real estate matter filed in the Ventura County Probate Court, which also involved allegations of undue influence by named beneficiaries and successor trustee of a family trust and lack of capacity by the settlor / decedent when creating the trust documents.

The major focus of defending the trust and trustee was applying the appropriate legal standards: “For purposes of this part [concerning capacity], there shall exist a rebuttable presumption affecting the burden of proof that all persons have capacity to make decisions and to be responsible for their acts and decisions.” Probate Code section 810(a).

July 1, 2017

Recent Programs Attended

by Ginzburg & Bronshteyn, APC

On June 28, 2017, firm partner, Yasha Bronshteyn spoke at the program presented by the Beverly Hills Bar Association presented by the Family Law Section and Trusts & Estates Section. The Program – Until Death (or Children, or Exes) Do Us Part: Family Adventures in Probate and Estates, explored estate planning and probate issues that are of interest to a family law practitioner. The panel discussed when and what to advise a family law client regarding estate planning and how family law issues come up in probate court, including conservatorships, guardianships, role of minor’s counsel and determination of capacity.

Speakers:

Yasha Bronshteyn, Esq., Ginzburg & Bronshteyn, LLP

May 20, 2017

Firm Partners Keeping Current with Probate Litigation and Conservatorship Issues

by Ginzburg & Bronshteyn, APC

Firm partner, Alexander R. Ginzburg, was pleased to attend the Los Angeles County Bar Association Trusts and Estates Section annual reception on May 15, 2017. This reception at the Omni Hotel in Los Angeles was attended by probate attorneys, judicial officers, and members of the Trusts & Estates Section. Meanwhile, on March 21, 2017, firm partner Yasha Bronshteyn attended the Beverly Hills Bar Luncheon, presented by the Beverly Hills Bar Association – Trust and Estate Section, at which the Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions and any other questions submitted by our members.

Speakers:

Supervising Judge David J. Cowan

March 11, 2017

South Bay Bar Association Probate Section Luncheon with the Honorable Los Angeles Superior Court Judges

by Ginzburg & Bronshteyn, APC

On March 4, 2017, firm partner Alexander R. Ginzburg attended the South Bay Bar Association Probate Section Luncheon with the Honorable Los Angeles Superior Court Judges: Hon. David J. Cowan (Department 79), Hon. Maria E. Stratton (Department 5), Hon. William P. Barry (Department 67). The focus of the Probate Luncheon was technological changes being incorporated by the Los Angeles Superior Court and its effect on the Probate Department, litigants, and attorneys.

Ginzbug & Bronshteyn, is also, proud to share that firm partner Yasha Bronshteyn recently obtained a favorable trial verdict in excess of $900,000.00 for the Petitioner and Conservator of the Person and Estate he represented. The theories of recovery were based on conversion of conservatee’s real property, Elder abuse, and the power of the court to adjudicate an estate’s claims against persons charged with embezzling, concealing, or otherwise wrongfully taking or retaining property belong to the estate. (Probate Code §850(a)(2)(D) & Probate Code §859). In addition, our offices were to show that the level of fraud, malice, and oppression was so high to sustain an award of punitive damages in addition to double damages under Probate Code §859.

Our offices have been successful in helping families with the Conservatorship Process when a loved one is declining in their abilities. The Standard of Proof for a Conservatorsip is as follows:

November 15, 2016

CALIFORNIA LEGISLATION 2016 AFFECTING PROBATE ESTATES, TRUSTS, GUARDIANSHIPS AND CONSERVATORSHIPS

by Ginzburg & Bronshteyn, APC

On November 15, 2016, firm partner and trust litigator, Yasha Bronshteyn attended the 2016 Legislation Program sponsored by Beverly Hills Bar Association – Trusts and Estates Section. An informative event put together by the Beverly Hills Bar Association Trusts & Estates Section. The focus was on trusts, conservatorships, and probate estates.

A conservatorship is generally established for the care of mentally or physically disabled individual. Often conservatorship are associated with our aging population and disease such as Alzheimer’s or cognitive deficits such as dementia. Limited Conservatorships are a subset of conservatorships for developmentally disabled individuals. On the other-hand a guardianship is provided for the care of minors. Unfortunately, with the aging population the financial abuse of the elderly is a quiet and common occurrence. Seeking a conservatorship may be an effective method of protecting an older individual from financial abuse of a stranger or family member.

Among new bills in 2016:

September 8, 2016

San Diego Superior Probate Court Judge Julia C. Kelety Restored Conservatee’s Right to Vote

by Ginzburg & Bronshteyn, APC

Citing a new California law that strengthened the voting rights of people with developmental disabilities, the Judge Kelety, of the San Diego Superior Court, said the injured man, David Rector, may not be barred from the voting booth. Mr. Rector lost [his voting] rights in 2011 when a conservator after a brain injury left him unable to walk or speak. The new standard for disqualifying a conservatee from voting is established by SB 589, most prominently in an amendment to Elections Code section 2208(a)3 , as follows: (a) A person is presumed competent to vote regardless of his or her conservatorship status. A person shall be deemed mentally incompetent, and therefore disqualified from voting, if, during the course of any of the proceedings set forth below, the court finds by clear and convincing evidence that the person cannot communicate, with or without reasonable accommodations, a desire to participate in the voting process, and . . . [a] conservator for the person or the person and estate is appointed pursuant to Division 4 (commencing with Section 1400) of the Probate Code.

The Standard for a Conservatorship

Clear and Convincing Evidence is required, “so clear as to leave no substantial doubt”

July 9, 2016

Role of Probate PVP Counsel

by Ginzburg & Bronshteyn, APC

On June 21, 2016, Trust and Wills Attorney Yasha Bronshteyn attended the Beverly Hills Bar Association -Trust and Wills Section Presentation at Lawry’s of Beverly Hills to address the role of Probate Volunteer Panel counsel in trust and conservatorship matters. As well as to discuss various California Rules of Court Concerning Conservatorships.

Judges from the Los Angeles Superior Court Hon. Maria E. Stratton (Department 5), Hon. William Barry (Department 67), Hon. Brenda Penny (Department 99) and Hon. Clifford L. Klein (Department 9) were in attendance.

Our experienced Los Angeles conservatorship attorneys are here to help clients in Santa Monica, Orange County and throughout Southern California defend their rights under the law. With a presence in Northern California and Southern California the Law Office of Ginzburg & Bronshteyn, LLP is dedicated to providing efficient, effective, strategic, 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, Encino, Hidden Hills, Irvine, Lake Sherwood, Malibu, Marin County, Oxnard, Pasadena, San Francisco, 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, (415) 465-6555, or (818) 787-1011, or reach us by using our online contact form.

May 29, 2016

Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge

by Ginzburg & Bronshteyn, APC

On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. Firm partner and trust litigator, Yasha Bronshteyn attended Judge Reiser’s presentation as to the current state of the Probate Court and new Probate Appellant Cases were discussed. Judge Reiser is currently assigned to Courtroom J6 at the Juvenile and Probate Courthouse hearing all probate, conservatorship, guardianship estates and environmental cases. The Probate Court is located at 4353 E. Vineyard Avenue Oxnard, California 93036. Judge Reiser was appointed to the Ventura Superior Court bench by Governor Pete Wilson in 1998.

Cases discussed included:

(1) The Carne v. Worthington – filed April 13, 2016, Fourth District, Div. One was an Appeal from an order of the Superior Court of San Diego County, Jeffrey S. Bostwick, Judge. This case concerned certain real property located at Via Regla in La Jolla, California. Record title to the Via Regla Property was held by the trustee to the 1985 Trust. The issue here was the decedent’s daughter’s Petition to confirm that certain real property previously owned by Liebler, located on Via Regla, had been properly transferred to the 2009 Trust. The 2009 Trust states, “I transfer to my Trustee the property listed in Schedule A, attached to this agreement,” and lists the Via Regla Property in Schedule A. The 2009 Trust is signed by Liebler as grantor and by defendant and respondent, Nancy Worthington, and Craig Castle as co-trustees. However, Decedent’s grandson claimed the 2009 Trust was not a valid trust because Liebler had not properly transferred title to the only asset allegedly in the 2009 Trust, the Via Regla Property. Specifically, Hasting argued that Liebler had not effectively transferred the Via Regla Property into the 2009 Trust because Liebler had failed to execute a deed transferring the property to the trust.

March 5, 2016

The Game Changer in the Legal World of Trustees, Beneficiaries and Incapacitated Settlors

by Ginzburg & Bronshteyn, APC

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 Orange County, Los Angeles, San Francisco, Ventura County, and throughout Southern and Northern California including Agoura Hills, Anaheim, Berkeley, Beverly Hills, Calabasas, Camarillo, Costa Mesa, Encino, Fullerton, Hidden Hills, Laguna, Lake Forest, Irvine, Lake Sherwood, Marin, Mission Viejo, Newport Beach, Oxnard, Palo Alto, 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 and aggressive representation in complex and sophisticated matters as we guide you through the legal process. We are experienced and patient in obtaining and defending against conservatorships. Contact us by calling (310) 914-3222 in Los Angeles, (415) 465-6566 in the Bay Area, or (818) 787-1011 in Westlake Village, or by using our online contact form.

Ginzburg & Bronhteyn, LLP, Trust Litigator and firm partner, Yasha Bronshteyn, attended the Elder Law Committee Presentation of the Trusts and Estates Section: Giraldin v Giraldin on February 25, 2016. This program was absolutely informative for anyone who draft trusts and power of attorney documents, litigates trusts, serves as a trustee or represents a trustee or a beneficiary in the administration of a revocable trust when the trust’s settlor loses capacity. The speaker discussed the case law and how it now influences the way counsel should advise trustees and beneficiaries alike when the settlor of an otherwise revocable trust has become incapacitated. The reality is many attorneys and fiduciaries in the probate bar are still unaware of the monumental consequences, rights and duties that evolved from the California Supreme case of Giraldin v. Giraldin and related cases that came after it.

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. If you are involved in a conflict concerning a will, trust or estate, our experienced Los Angeles conservatorship attorneys are here to help clients in Marin County, Newport Beach, Santa Monica, Santa Clara County, Thousand Oaks, Ventura County, Orange County and throughout Southern California defend their rights under the law. The baby boomer population is ageing while having acquired significant wealth – ff the core of a dispute is the validity of a will, codicil, trust or trust amendment please contact our skilled attorneys for personalized legal services and aggressive representation. You may contact Ginzburg & Bronshteyn, LLP online or call us at (310) 914-3222, (714) 280-0601, (415) 465-6566, or (818) 787-1011 or by using our online contact form.