To Serve Or Not To Serve: Navigating the Challenges and Uncertainties of Modern Conservatorship / Guardianship Practice

By Adam StreltzerPublished On: February 1, 2026Categories: Presentations

PFAC (Professional Fiduciaries Association of California) Professional Education Conference (May 2025) – “To Serve Or Not To Serve: Navigating the Challenges and Uncertainties of Modern Conservatorship / Guardianship Practice.” Presentation with co-speakers and co-authors Hon. Anan Maria Luna and Sarah Broomer, Esq.: Many private professional fiduciaries are concerned about serving as conservators or guardians due to recent changes in the law. The California State Assembly passed AB 1194 to reform conservatorship laws in the state. The goal was to protect vulnerable individuals in need of a conservatorship and to expand the eligibility criteria for conservatorships to include individuals struggling with substance abuse disorders. However, the resulting changes to the California Business and Professions Code and the California Probate Code relating to conservatorship and guardianship have created challenges and risks for fiduciaries. This presentation provides an overview of the potential risks of serving as conservators and guardians, as well as legal and practical tips for avoiding pitfalls and protecting fiduciaries.

About the Author: Adam Streltzer

Adam is a member of the State Bar of California, Los Angeles County Bar Association, Beverly Hills Bar Association, and Commercial Law League of America. He is admitted to practice before all of the courts of the State of California, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court for all federal court districts in California (Central, Northern, Southern, and Eastern), and the U.S. Tax Court. He is also an active member of the Los Angeles County Superior Court’s appointed counsel (formerly Probate Volunteer Panel (PVP)) program and volunteers his time at the Los Angeles County Superior Court.

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