Conservatorship Inventories and Accountings

June 30, 2022

Conservatorship Inventories and Accountings

inventories and accountings

Mark Rubin

Really? Really??? You want to tell us about conservatorship inventories and accountings. And you think anyone will read this piece?

Conservators for adult Protected Persons – different rules exist for certain minor conservatorships – must account for their actions. An accounting starts months beforehand, with an inventory. Arizona law requires inventories in all conservatorships. The Conservator must file certain forms with the court. The Conservator must identify assets “with reasonable detail and indicat[e] the fair market value of each asset as of the date of appointment.”

The relationship between the accounting and the inventory? Here’s a simple example: I am a Conservator. I am accounting from September 15, 2021 through May 31, 2022.

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Some Thoughts About Contested Probate Cases

June 13, 2016

Family law was never my thing. Alas, we don’t often know how life will turn out. About 15 years ago my practice focus shifted much more heavily into probate and estate planning. And probate, it turns out, is family law without the divorces, mostly.

Most probate matters—no good stats, but far more than 90% is my best estimate—get processed easily, quickly, and for a few thousand dollars. Then there are the outliers, which almost always have in common: (a) a dysfunctional family; and (b) deceased or demented parents. Sometimes, there’s lots of money or complicated assets, but in plenty of cases an inverse relationship exists between value and the intensity of the battle.

The battle may arise in a conservatorship

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