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Home » Incapacity Planning » Adult Guardianship and Conservatorship

Adult Guardianship and Conservatorship

September 16, 2011 by Barry D. Horowitz, Estate Planning Attorney

The layperson can sometimes become confused about the differences regarding guardianship and conservatorship. If you need to make decisions about adult guardianship and conservatorship proceedings, it is really important that you understand what each one means and how the law is applied in the state where the proceedings will be held. It is also useful to take note that adult guardianship and conservatorship recommendations differ greatly from those relating to minors and individuals suffering from development disabilities.

A guardian is given the responsibility to make decisions on behalf of a person who is judged by the state courts to be incapacitated. Incapacitation can occur through mental illness, physical illness or disability or mental incompetence resulting in the person in question being no longer capable of being able to make and communicate logical and informed decisions.

This incapacity that can lead to a guardian being appointed, and it should be noted that incapacitation can also be caused by extreme use of drugs or alcohol. Once the guardianship is granted, the guardian will be responsible for care arrangements and decisions about medical treatment as well as the placement of the individual.

A conservator takes care of the finances of the incapacitated individual. The conservator is appointed once the candidate has satisfied the responsible court authorities that he or she is capable of looking after the individual’s finances for a period of time that could be short term (if the incapacity is expected to be temporary) or over a longer term for conditions such as dementia.

The conservator is expected to keep records of all income and expenses on a detailed basis and be able to present these accounts at the end of each year for inspection by the interested parties. In certain cases, the conservator will be required to post a bond to act as security for the funds the conservator will be handling.

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Barry D. Horowitz, Estate Planning Attorney
Barry D. Horowitz, Estate Planning Attorney
Founding Partner and President at Nirenstein, Horowitz & Associates PC
Barry D. Horowitz is a founding partner and president of the law firm of Nirenstein, Horowitz & Associates, P.C. He received his diploma from the Loomis Chaffee School and his Bachelor of Arts from Bennington College, where he dual majored in philosophy and music.

Mr. Horowitz was awarded his Juris Doctor degree with honors from the University of Connecticut School of Law. While attending law school, Mr. Horowitz received the American Jurisprudence Award in Legal Ethics and the Nathan Burkan Award.

After graduation from law school, Mr. Horowitz continued his legal education at New York University School of Law where he received a Post Doctorate Law Degree in Taxation. He has also recently received a national achievement award.

Mr. Horowitz is admitted to practice before all the state courts in the State of Connecticut and the United States District Court.

Mr. Horowitz was selected for Super Lawyers in 2021.
Barry D. Horowitz, Estate Planning Attorney
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Filed Under: Incapacity Planning Tagged With: Elder Law, Estate Planning, Incapacity Planning

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