§44A-3-8. Conservator’s Inventory
(a) Within sixty days following entry of an order of appointment, a conservator shall file with the court an inventory of the real and personal estate of the protected person which has come into the conservator’s possession or knowledge. The inventory shall include, with reasonable detail, a listing of each item of the estate, its […]
§44A-3-9. Accountings by Conservator
Any conservator appointed pursuant to the provisions of this chapter shall file periodic accountings as provided for under section eleven of this article. (a) The accounting shall include: (1) A listing of the receipts, disbursements and distributions from the estate under the conservator’s control during the period covered by the accounting;
§44A-3-10. Waiver of Accountings
(a) The court, upon petition therefor, may waive the requirement that accountings be filed or may permit accountings to be filed less frequently than annually if it determines that the expense involved or burden placed on the conservator in preparing and presenting annual accountings outweighs the benefit and protection afforded thereby to the protected person. […]
§44A-3-11. Filing of Reports and Accountings; Misdemeanor for Failure to File; Reporting Elder Abuse
(a) Reports of guardians and accountings of conservators, as described in this article shall be filed with the circuit clerk of the county in which appointed and also with the fiduciary commissioner of the county or other person if the court has made a referral in its order: (1) Within six months of being appointed;
§44A-3-12. Self-Dealing and Conflicts of Interest
(a) Unless court approval is first obtained, or unless such relationship existed prior to the appointment and was disclosed in the petition for appointment, a conservator may not: (1) Have any interest, financial or otherwise, directly or indirectly, in any business transaction or activity with the conservatorship;
§44A-3-1. Duties of Guardian of Protected Person
(a) The guardian of a protected person owes a fiduciary duty to the protected person and is responsible for obtaining provision for and making decisions with respect to the protected person’s support, care, health, habilitation, education, therapeutic treatment, social interactions with friends and family, and, if not inconsistent with an order of commitment or custody, […]
§44A-3-2. Reports by Guardian of Protected Person
(a) Any guardian appointed pursuant to the provisions of this chapter shall file periodic reports, in accordance with section eleven of this article including: (1) A description of the current mental, physical, and social condition of the protected person;
§44A-3-3. Distributive Duties and Powers of the Conservator of a Protected Person
(a) A conservator of a protected person, without the necessity of seeking prior court authorization, shall apply the income and principal of the estate as needed for the protected person’s support, care, health, and if applicable, habilitation, education or therapeutic needs. A conservator shall also apply the income and principal as needed for the support […]
§44A-3-4. Management Powers and Duties of Conservator
(a) A conservator, in managing the estate, shall act as a fiduciary and serve in the best interests of the protected person and, in addition, has the following powers which may be exercised without prior court authorization, except as otherwise specifically provided: (1) To invest and reinvest the funds of the estate in accordance with […]