Photo of Daniel C. Kim

Daniel Kim is a Shareholder in Weintraub Tobin’s Trusts and Estates Litigation practice group. His practice focuses on all aspects of Trusts and Estates litigation including fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships.

Based on recent appellate cases, one of which is discussed below, the court’s scrutiny of conservators’ conduct and, specifically, private fiduciaries, is seemingly on the rise. Private fiduciaries acting as conservators should always remain focused on performing and charging only for those services that are consistent with the best interests of their conservatees. California case law continues to refine that understanding.
Continue Reading A Case Lesson in “What Not To Do” When Billing as a Conservator