This Section and its working committees (Guardianship / Conservatorship Project and Elder Law) deal with all issues relating to estate planning and the probate of decedents' estates, the avoidance of probate, and the protection of incompetents and their assets through guardianships and conservatorships.

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NOTICE
RE: NEW SANTA MONICA PROBATE PROCEDURES
FOR CONSERVATORSHIPS

Program Material Updates

Steve Trytten's outlines and revisions for Trusts Program 4/17/2007

Part 2 of Revisions 4-17-2007

Lou Mezzullo's
GST Program Materials - 5/15/07

Lou Mezzullo's GST Outline

Lou Mezzullo's GST Summary

 June 2007 Law Update
Video Clip

Trust & Estates Notice:


Official Section
Sponsor		    
  NOTICE RE: NEW SANTA MONICA PROBATE PROCEDURES FOR CONSERVATORSHIPS

(Effective Date: 10-21-07)

Subject: Conservator Fee Request for All Conservators.

Any petition or accounting that includes a request for payment of conservator fees, filed on or
after October 21, 2007, in Santa Monica, must include:

(1) A billing statement setting forth:

(a) Each service provided;

(b) Each date and the hours and minutes spent on that date for the service;

(c) The identity of the specific individual providing each service billed for; and,

(d) The amount billed for each service.


[Please do not combine or otherwise aggregate unrelated services.]

(2) A declaration from each individual performing such services that:

(a) Attests to that person’s qualifications, experience and hourly rate; and,

(b) Attests to the accuracy of the billing for the services provided by that person.

(3) A summary statement for the entire accounting period, setting forth:


(a) Each service provided during the accounting period, alphabetically sorted by the type of
service provided (i.e. bill paying , property management, etc.);

(b) The total hours spent on each particular service provided; and,

(c) The total billed for each particular service during the accounting period.


Subject: Appointment of Guardians Ad Litem.

In all probate matters where the Court is asked to appoint a Guardian Ad Litem, the Court will
select a Guardian Ad Litem from the Probate Volunteer Panel.

Petitions and orders for the appointment of a Guardian Ad Litem should leave the name of the
Guardian Ad Litem blank for the Court to fill in.


Subject: Care Plans.

At the time of the filing of the conservator’s care plan, the attorney is requested to submit a
courtesy copy directly to Dept R.


 

 

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P.O. Box 7277
Beverly Hills, CA 90212
(310) 601-BHBA  Fax (310) 601-2423
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This page was last updated on 05/16/11