Philip Feldman

Caring.com Expert

About

Philip Feldman is a partner in charge of the trusts and estates practice at Coblentz Patch Duffy & Bass in San Francisco.

Recently Published on Caring.com

1. Wednesday September 05, 2007

   0. How do I pick an attorney and what should I expect to pay?

      Answer - If you don't need counsel on an emergency basis, get referrals through friends who've been down a similar path. If you intend to have this person draw up your parents' will, offer estate planning and tax advice, and so on, an interview is a must. You should be comfortable with this person and her expertise...

   1. How do I set up a conservatorship for my mother?

      Answer - Stop and figure out whether you really need a conservatorship immediately. It's not always necessary. If you need to sell stock to finance her care, start by calling the broker and finding out what information or documents he requires to complete the transaction...

   2. What's the emergency procedure for obtaining durable power of attorney for finance or health care?

      Answer - Ideally, your mother will have a revocable trust in place, so that you can assume the role of trustee when the time comes. If your mother hasn't signed a durable power of attorney for finance and healthcare, allowing you to step in and help where necessary, now is the time to secure one...