1. Take control of assets and make sure they are adequately protected against loss.
2. Make an inventory of the assets for the Court.
3. Inventory and appraise the estate.
4. Make a list describing each item in detail of all assets owned on the date of the appointment of the Conservator.
5. Store valuables.
6. Take photos.
7. Remove valuables.
8. Keep inventory of everything in the house and when caregivers are employed do regular inspections.
Ms. Adler filed an inventory that stated the property in the house (ie. furniture, collectibles, etc.) was worth $1500. She did NOT include an itemized list. She did not remove valuables. She did not do an inventory. She did not take pictures. I took pictures and checked the court files!
I just heard that Ms. Adler and her attorney have "put aside trust assets" that have not been identified or reported to the Court.
I could not find the section in California's Probate Code that addressses the Conservator or Trustee's right to "put aside trust assets."
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| LARRY AND LIZZIE'S THINGS THEY "PUT ASIDE" BAG! |
