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Everything You Need to Know About Conservatorships

September 27, 2024

Navigating the complexities of caring for a loved one can often lead families to explore legal structures to further ensure the well-being and security of the person who needs care. One such legal framework is a conservatorship.

At Best Care, we believe in empowering families with the right information and support they need to make informed decisions. We are not a legal firm, and we do not offer legal advice, but in this blog, we’ll provide an overview of what conservatorship means and the steps involved.

What is a Conservatorship?

A conservatorship is a legal status in which a court appoints an individual (called the conservator) to manage the financial and personal affairs of another adult who is unable to do so themselves. This might be due to age-related conditions like dementia, developmental disabilities, or physical incapacity.

Conservatees are individuals under conservatorships. Unlike guardianship, which is often used for minors, conservatorships mainly cover adults who need assistance with daily and financial tasks.

What is a Conservator?

Depending on the type of conservatorship, a conservator may manage financial matters (estate conservator, meaning they are responsible for the assets and estate) or oversee personal care and daily activities, including healthcare and living arrangements (conservator of the person).

For example, a financial conservator might control the conservatee’s assets, pay bills, and manage property, while a personal conservator might decide on healthcare treatments and residential arrangements. In all instances, the conservator must act in the best interest of the conservatee, ensuring their needs are met comprehensively.

Conservatorship vs. Guardianship

Understanding the distinction between guardianship vs. conservatorship is important. While the roles of conservator and guardian can overlap, particularly when one individual fulfills both responsibilities, the core difference lies in the age of the person receiving care.

Guardianship generally pertains to the care of minors, addressing their health, safety, and lifestyle needs.

Conservatorship, in contrast, applies to adults and focuses more on managing the conservatee's financial affairs and personal well-being.

How to Get Conservatorship

The process of establishing a conservatorship in Minnesota begins with filing a petition in court. Here’s a step-by-step guide to help you understand the process:

1. Filing a Petition: A family member, friend, or professional can petition the court for conservatorship. The petition must outline why the conservatorship is necessary, including evidence of the individual's incapacity.

2. Medical Evaluation: The court will usually require a medical report from a licensed physician or psychologist, detailing the mental and physical condition of the person in question.

3. Court Hearing: A hearing will be scheduled where evidence is presented. The conservatee has the right to be represented by an attorney and to contest the conservatorship.

4. Court Order: If the judge is convinced that a conservatorship is necessary, they will issue a court order establishing the conservatorship and appointing the conservator.

5. Ongoing Oversight: The court maintains ongoing oversight of conservatorships. Conservators are required to provide regular reports documenting their management of the conservatee’s affairs, ensuring transparency and accountability.

Support for Family Caregivers

Conservatorships are designed to protect those who cannot care for themselves, ensuring their financial and personal needs are responsibly managed.

At Best Care, we understand that sometimes conservatorships are part of the reality for family caregivers. While we cannot advise on the legal aspects of conservatorship, meaning we are not a law firm, we can still offer support around caregiving responsibilities.

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