Guardianships and Fiduciary Services

The Law Office of Donald D. Vanarelli provides services to clients as legal counsel and professional fiduciary. In that regard, Mr. Vanarelli is a Certified Elder Law Attorney, a National Certified Guardian and a Guardian and Court Evaluator in New York State. This combination of credentials allows Mr. Vanarelli and his firm to offer a wide variety of services to clients.

Mr. Vanarelli often represents family members and others seeking guardianship of incapacitated loved ones. Mr. Vanarelli also serves as agent under a power of attorney or guardian for clients in need of such services. Similarly, Mr. Vanarelli may serve as executor under a Last Will and Testament or trustee of an inter vivos or testamentary trust, administering estate assets after the client’s death. We offer these services:

  • Counsel for Family Members Seeking Guardianship of Incapacitated Loved Ones
  • Guardian of the Person
  • Guardian of the Estate
  • Agent under a Power of Attorney
  • Agent under an Advance Medical Directive
  • Executor
  • Trustee
  • Guardianship Contests
  • Estate Management
  • Guardian Ad Litem
  • Conservator
  • Representative Payee
  • Legal Counsel for the Proposed Ward in a Guardianship Lawsuit

Legal Counsel for Family Members Seeking Guardianships

The law firm represents family members and others in legal proceedings leading to the appointment of a guardian for an incapacitated person.

Guardianship of the Person

Once appointed as guardian by the surrogate’s court, the law firm works to arrange for appropriate services that provide for the health, welfare and safety of a ward.

Guardianship of the Estate

For some persons, the surrogate’s court appoints a guardian for financial affairs. The law firm ensures that the estate assets of incapacitated persons are properly managed and protected in accordance with the law.

3_Guardianship_and_Fiduciary_Services

Agent Under a Power of Attorney or Advance Medical Directive

The law firm is available to carry out and advocate for wishes that were previously expressed in a power of attorney or advance medical directive when the client is unable to do so for him/ herself.

Executor or Trustee

The law firm can serve as executor under a Last Will and Testament or as trustee of a trust established during life or after death via the client’s Last Will and Testament.

Guardianship Contests

The law firm represents family members contesting the appointment of a proposed guardian.

Estate Management

The law firm provides professional estate management. By first assessing the needs of our clients, the law firm is able to develop an estate plan to assure that each beneficiary’s needs are met to the maximum extent possible.

Guardian ad Litem

When certain individuals, particularly children, are involved in disputes, or in guardianship contests, the court may appoint the law firm to act as a guardian ad litem to advocate for and act in the best interests of the protected individual during litigation.

Conservatorships

There may be times when an individual requests assistance to help manage his or her financial affairs. The law firm will serve as court-ordered conservator in these cases.

Representative Payee

Many persons need assistance in managing their public assistance or retirement benefits. The law firm can act as a representative payee for these persons, assisting them in managing their often limited assets as wisely as possible.

Legal Counsel for the Proposed Ward

The law firm is often appointed by the surrogate’s court as legal counsel for either an alleged incapacitated person or a disabled adult child. In such cases, the law firm advocates on the client’s behalf or acts in the client’s best interests.

Additional Information

For additional information regarding Guardianships and Fiduciary Services, call us at 908-232-7400 or click here to contact us online.