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When a Family Matter Turns Into a Business

Photo by Francine Orr / Los Angeles Times Reporters Robin Fields, Evelyn Larrubia and Jack Leonard spent three years examining the conservator industry and California's frequent failure to protect vulnerable seniors from those hired to manage their affairs. The reporters invite you to pose questions and share your own experiences on this topic. 

At latimes.com, we will respond to as many comments and questions as possible. Comments are moderated, and will not appear until they've been approved. Here are the full legal terms. 

Editor responds

Greetings all:

     My name is Vernon Loeb. I'm the investigations editor, and the editor of the series, Guardians For Profit. Thank you all for responding, and adding your voice to this important topic. The reporters and I are still hard at work putting the finishing touches on Parts 3 and 4 of the series, so we haven't yet had a moment to catch our breath and begin responding to your questions, but we fully intend to. I hope in a day or two, we'll be able to respond to individual queries, and also give you some guidance about who to contact to bring about reforms that might help better protect the rights of the elderly. Thanks again for reading.

Update From the Editor, Friday, Nov. 18

Hi everybody. Let me start by thanking everyone again for their posts. Carol Fox noted in one of her posts that we hadn't put several of her comments up on the site. Let me explain how this system works, so you don't think we're ignoring your posts. When you post comments, they come in on a list that we review. Since we do not edit posts, we cannot publish comments that contain factual allegations, or personal attacks, or foul language. But just because a post isn't published doesn't mean we haven't read it. Robin Fields, Evelyn Larrubia and Jack Leonard, the reporters who wrote Guardians for Profit, are reading every post. If they see information that they feel needs to be pursued, they will get back to you. So please don't get frustrated if you don't see your post on the public blog. By the same token, if seeing your comment is important to you, leave out allegations and other references to specific people--they are almost certain to keep your comments behind a veil, for the reporters eyes only. Either way, we very much appreciate your feedback. It is invaluable to us. Many of you have asked how to help the state's senior citizens who are being victimized by conservators. One sure way to do so is to keep in touch with us.

     Many others have asked about how to help Helen Jones, the woman highlighted in the beginning of Part 1 of Guardians for Profit. The best way, in my opinion, is stay involved--tell your elected officials that you are concerned about the elderly and that you want to see more vigorous oversight of conservators. Ms. Jones, I should add, is doing fine, and awaiting a Dec. 2 court hearing where a judge will consider whether she really needs a conservator. Janey R. asked in a post whether we plan to cover that hearing. We do, as well as every other hearing involving Ms. Jones until her objection to her conservatorship is resolved.

     One poster said she thought our series slighted the honest and hard-working conservators whose efforts greatly benefit their clients day in and day out. The Times reporters who reviewed every case in Southern California over a seven-year period felt it was urgent to highlight the abuses--and they found hundreds. But let me also say for the record that we agree there are many fine, honest conservators working with the elderly in California today. I, for one, believe that they would also benefit from licensing and greater regulation.

    Finally, one poster, Scott Whyte, asked which non-profit agency took over Pearl Inferrera's care (Part 4) after her professional conservator relinquished her case. I will check with Robin Fields, our expert on the case, and get back to you.

     I'll keep following your comments, and we can chat again tomorrow. Cheers, Vernon Loeb   

Update from editor, Saturday, Nov. 19

Greetings all,

     We've had some really insightful commentary over the past 24 hours. And let me just say how much your responses, and your praise for Guardians for Profit, means to us here at The Times. As Clarence Wigfall noted, newspapers are in trouble, and some in the media have more than earned their bad reputations. But the reporters on this project, Robin Fields, Evelyn Larrubia and Jack Leonard, showed what I thought was a conscientious and crusading spirit throughout. They realized that, to write with authority, they had to look at every case that was filed in Southern California over a given period--something no government authority has ever done. Once they did that, and uncovered a startingly high number of abuses, their primary motivation became the plight of the elderly here in California.

     I agree with Sharon Denney that, while licensing professional conservators would be a beneficial step, licensing alone will not protect aged adults who can no longer care for themselves. I believe some combination of education, licensing, auditing and investigation is needed. And I believe the practice of granting emergency conservatorships at ex-parte hearings, without the presence of the prospective conservatee and without a lawyer having been appointed for the prosepctive conservatee, must be stopped immediately. The taking away of civil liberties in this fashion, I believe, is shocking and almost unimagineable.

     Colleen Keith, in her post, appropriately emphasizes the need to police the probate courts. There are many, many honest and hard-working judges on the probate bench. A vast majority of judges, I would even venture to say, probably fall into that category. But they are extremely over-worked and they lack the staff necessary to scrutinize conservators' work and investigate those who are ripping off their clients. There are, unfortunately, some judges who need themselves to be scrutinized and investigated, and the California Supreme Court needs to think about a more vigorous way to do this, particularly with regard to conservatorships in the probate courts, which typically do not result in appeals and thus do not enable the appellate courts to serve as a check on poor performance by judges at the trial court level.

     Bruce Swanson notes that he does not believe requiring conservators to have college degrees would be beneficial. Conservators do not now need to have any formal education--in fact, the only requirements are the lack of a felony record and a $385 fee. I do think the educational requirements recently developed by the state Judicial Council, which go into effect next year, will be better than nothing. But, as Mr. Swanson notes, the failings of conservators are moral failings, not educational ones. If you think of it, there's something oxymoronic about the term "professional conservator"--and this is not to knock the many, many honest and hard-working profeesional conservators now caring for the elderly in California. But the profession presents a real challenge for regulators, particularly because the people being conserved often cannot speak up vigorously for their own rights. The nest eggs that the elderly have spent a lifetime accumulating all too often become honey pots for professional conservators. We wrote about one conservator who was managing a $560,000 estate and spending it at a rate of $84,000 a year, over the ward's objections.  The conservator was essentially betting that the ward wouldn't live longer than five or six more years. If she did, she'd be broke.

       Keep those posts coming. We'll chat again tomorrow. Vernon Loeb      

   

Update from editor, Monday, Nov. 21

Good morning, and happy Thanksgiving week. Thanks for all your insights and comments. We've moved the link to this discussion off the latimes.com home page to the California page, so if you're trying to direct anyone to this chat, please have them click on California, and they will see a continuing link to this discussion on the California page. One participant in the chat this morning asked how his church in LaVerne might start a program for providing conservator services to the elderly. One advantage to a totally unregulated system is that anybody can jump in. I would recommend going to the website maintained by the Professional Fiduciary Association of California, the group representing professional conservators, and gaining access to PFAC's conservators handbook. Once you've read and digested that, you need to pay a $385 fee and have a criminal background check. Then, once you've found an attorney who can draw up the necessary court documents, and you can begin serving as a conservator. I think it would be a marvelous service for a church to offer its elderly members, or to the elderly in its community. There is certainly a large and growing need for these services, especially for those who do not have a lot of money.

     Thanks again for your interest. We'll continue monitoring this discussion. I'm hoping the reporters who wrote Guardians for Profit, the real experts, will begin answering some questions and commenting this week. All best regards, Vernon Loeb