Hon. Judge Sandra Bean, Hon. Judge Ana Maria Luna and Hon. Judge Glen Reiser (Ret.) present case scenarios to appreciate the viewpoints of trial judges as private professional fiduciary matters proceed before them. Specific topics include:
1- Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably competent family member already managing?
2- Appointment choice on conservatorship between and alleged but unproven influencer and a proposed PPF, where the proposed conservatee declares preference for the influencer;
3- Appointment of a PPF on conservatorship petition where only the proposed conservatee objects, and does so through zealous private counsel insisting upon client competence;
4- Moving a conservatee to an assisted living facility when the estate is sufficient to subsidize home care for some (but not all) of the conservatee’s actuarial life expectancy;
5- What about the PPF with late and/or substandard accounts that take multiple hearings to approve.