March 2026

Legal documents and gavel representing conservatorship

What is conservatorship?

A conservatorship is a court-ordered arrangement that appoints 1 conservator to manage the personal and/or financial affairs of an adult who can’t do so safely. It’s typically used when illness, disability, or age-related decline prevents informed decision-making and requires court oversight. This article explains how conservatorships work, who can petition, and key alternatives. A conservatorship

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Family reviewing special needs trust documents

What is a special needs trust?

A special needs trust is a trust that holds assets for a person with a disability so they can keep means-tested benefits like SSI and Medicaid. It lets funds pay for supplemental needs (e.g., therapies, education, transportation) without being counted as the beneficiary’s resources. This article explains how special needs trusts work, common funding sources,

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Elderly person signing document with concerned expression

What is an undue influence claim?

An undue influence claim alleges that someone used manipulation or pressure to override another person’s free will—often affecting a will, trust, or major financial decision. It commonly arises when a vulnerable person is isolated or dependent and a trusted individual benefits unexpectedly. This article explains the legal elements, red flags and evidence, who can file,

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