Sorry just to piggyback off @feo’s point, I really think we need to make clear that a probate conservatorship for control over someone’s estate is absolutely not designed to be a mechanism to managing lots of money, it is designed to be a mechanism to protect the human rights of incapacitated adults. I know that you are in no way advocating for it as a simple solution to a financial problem, but we need to really make clear that conservatorships are a mental health/human rights law mechanism and not strictly speaking one for probate/trusts (because conservatorships are also designed to confer authority over the personal). I don’t think it should be considered an appropriate solution to wealth management, if the conservatee meets the very low threshold of having capacity enough to seek advice, even as a last resort.
The main issue with her conservatorship is not that she doesn’t have control of her estate, it’s that she is deemed legally incapable of instructing Counsel. It’s a rights issue. I think this is being overlooked by the attorneys currently involved.
Lisa MacCarley seems to get it.