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LEGAL CARE FOR
AGING PARENTS
Capacity
Cooks or buys fresh
food
Cleans the house, even
with help
Buys groceries, even
with a little help
Manages and attends
medical appointments
Arranges transportation
Orders Medication
Copyright Mina Sirkin@ 2015
Able to give
himself/herself
medication on a
timely basis
Communicates needs
and wishes
Managers Own Care
Bathes and wears
clean clothes
Pays bills timely
Manages own assets
Good judgment
Understands
consequences
Understands
quantities
CAPACITY OR INCAPACITY?
Signs of Decline
 Forgets to bathe
 Does not change
clothes or wash clothes
 No fresh food in the
house
 House is dirty or there
is hoarding
 Medications not
ordered
Copyright Mina Sirkin @ 2015
More….
 Refuses Medications
 Lacks judgment
 Does not understand
quantities
 Leaves stove on
 Piles of unopened mail
 Many unpaid bills
 People trying to take
advantage of him/her
LACK OF CAPACITY
LEGAL DOCUMENTS
 Power of Attorney for
Asset Management
 Advance Health Care
Directive or Health Care
Power of Attorney
 POLST (Life Sustaining
Physicians’ Orders)
 Capolst.org
 Added Protection:
 Living Trust
 Will
 Even More Protection
 Irrevocable Trusts
LEGAL PROTECTION WHEN THERE IS
CAPACITY
CONSERVATORSHIP OF
PERSON
 Conservator takes care
of the personal affairs
of a disabled or elder
adult
 Making medical
appointments
 Arrange for caregivers
 Arrange for food, and
medication
Copyright Mina Sirkin@ 2015
 Determine where the
disabled adult will live
 Notice to all relatives is
needed
 Relatives and other
interested persons can
object
 Suitability is a big issue
 Dementia Medication
Orders
 Needs a Doctor’s
Declaration re Lack of
Capacity
LEGAL PROTECTION WHEN THERE IS
NO CAPACITY
CONSERVATORSHIP OF
ESTATE
 Conservator of Estate
pays the bills
 Collects Income
 Collects all assets
 Keeps assets separate
than the assets of the
Conservator
 Court required Bond
 Conservator files an
accounting in court
Copyright Mina Sirkin @ 2015
 Court Investigator is
appointed
 Suitability is a big issue
 Conflicts of interest can
result in objections
 Any interested person can
object
 Conservator can sue for
elder abuse and to recover
property or defend
lawsuits
 Wills & Trusts can be
created with a special
court order
FINANCIAL PROTECTION WHEN THERE IS
NO CAPACITY
 ACCEPTS HELP
 UNDERSTANDS THE
NEED TO PLAN FOR THE
FUTURE
 CAN MODERATE MOOD
Copyright Mina Sirkin @ 2015
 DOES NOT ACCEPT
HELP
 DENIES THE NEED TO
PLAN FOR THE FUTURE
 BECOMES ANGRY
SPECTRUM OF PARENT’S
COGNITIVE CHANGE
PRO
 Court supervised
proceeding
 Prevents Elder Abuse in
Many cases
 Prevents people from
selling and elder’s
home without a court
order
 Conservator must
account
Copyright Mina Sirkin @ 2015
Con
 Takes a long time
 Expensive
PROS & CONS OF CONSERVATORSHIPS
 Offer help informally
 Get a Capacity Declaration from our office and have the
physician complete it.
 Call our office for an appointment:
 Mina Sirkin: 818.340.4479
 Bring a list of your concerns
 Bring a list of your parents’ assets to discuss
 Ask us for guidance on housing, caregiving, and legal
protection
Copyright Mina Sirkin @ 2015
WHAT TO DO WHEN YOU SUSPECT THAT
AN ELDER NEEDS HELP
EXPERIENCE
 Mina N. Sirkin is Certified
as a Specialist Attorney in
California in Estate
Planning, Probate and
Trust Law.
 B.A. Political Science/
Public Law U.C.L.A. 1988
 J.D. Whittier Law School
 L.L.M Taxation Golden
Gate University Law School
 Admitted to California
State Bar in 1992.
 Instructor on
Conservatorships & Elder
Abuse in many courses for
attorneys and paralegals
in Los Angeles.
 Rated 10/10 Avvo
 PVP Attorney Panel
Member
 Settlement Officer
WHY HIRE US?

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Legal Care for Aging Parents in California

  • 2. Capacity Cooks or buys fresh food Cleans the house, even with help Buys groceries, even with a little help Manages and attends medical appointments Arranges transportation Orders Medication Copyright Mina Sirkin@ 2015 Able to give himself/herself medication on a timely basis Communicates needs and wishes Managers Own Care Bathes and wears clean clothes Pays bills timely Manages own assets Good judgment Understands consequences Understands quantities CAPACITY OR INCAPACITY?
  • 3. Signs of Decline  Forgets to bathe  Does not change clothes or wash clothes  No fresh food in the house  House is dirty or there is hoarding  Medications not ordered Copyright Mina Sirkin @ 2015 More….  Refuses Medications  Lacks judgment  Does not understand quantities  Leaves stove on  Piles of unopened mail  Many unpaid bills  People trying to take advantage of him/her LACK OF CAPACITY
  • 4. LEGAL DOCUMENTS  Power of Attorney for Asset Management  Advance Health Care Directive or Health Care Power of Attorney  POLST (Life Sustaining Physicians’ Orders)  Capolst.org  Added Protection:  Living Trust  Will  Even More Protection  Irrevocable Trusts LEGAL PROTECTION WHEN THERE IS CAPACITY
  • 5. CONSERVATORSHIP OF PERSON  Conservator takes care of the personal affairs of a disabled or elder adult  Making medical appointments  Arrange for caregivers  Arrange for food, and medication Copyright Mina Sirkin@ 2015  Determine where the disabled adult will live  Notice to all relatives is needed  Relatives and other interested persons can object  Suitability is a big issue  Dementia Medication Orders  Needs a Doctor’s Declaration re Lack of Capacity LEGAL PROTECTION WHEN THERE IS NO CAPACITY
  • 6. CONSERVATORSHIP OF ESTATE  Conservator of Estate pays the bills  Collects Income  Collects all assets  Keeps assets separate than the assets of the Conservator  Court required Bond  Conservator files an accounting in court Copyright Mina Sirkin @ 2015  Court Investigator is appointed  Suitability is a big issue  Conflicts of interest can result in objections  Any interested person can object  Conservator can sue for elder abuse and to recover property or defend lawsuits  Wills & Trusts can be created with a special court order FINANCIAL PROTECTION WHEN THERE IS NO CAPACITY
  • 7.  ACCEPTS HELP  UNDERSTANDS THE NEED TO PLAN FOR THE FUTURE  CAN MODERATE MOOD Copyright Mina Sirkin @ 2015  DOES NOT ACCEPT HELP  DENIES THE NEED TO PLAN FOR THE FUTURE  BECOMES ANGRY SPECTRUM OF PARENT’S COGNITIVE CHANGE
  • 8. PRO  Court supervised proceeding  Prevents Elder Abuse in Many cases  Prevents people from selling and elder’s home without a court order  Conservator must account Copyright Mina Sirkin @ 2015 Con  Takes a long time  Expensive PROS & CONS OF CONSERVATORSHIPS
  • 9.  Offer help informally  Get a Capacity Declaration from our office and have the physician complete it.  Call our office for an appointment:  Mina Sirkin: 818.340.4479  Bring a list of your concerns  Bring a list of your parents’ assets to discuss  Ask us for guidance on housing, caregiving, and legal protection Copyright Mina Sirkin @ 2015 WHAT TO DO WHEN YOU SUSPECT THAT AN ELDER NEEDS HELP
  • 10. EXPERIENCE  Mina N. Sirkin is Certified as a Specialist Attorney in California in Estate Planning, Probate and Trust Law.  B.A. Political Science/ Public Law U.C.L.A. 1988  J.D. Whittier Law School  L.L.M Taxation Golden Gate University Law School  Admitted to California State Bar in 1992.  Instructor on Conservatorships & Elder Abuse in many courses for attorneys and paralegals in Los Angeles.  Rated 10/10 Avvo  PVP Attorney Panel Member  Settlement Officer WHY HIRE US?