Conservator’s Self-Dealing Set Aside Despite Court Approval
OCTOBER 2, 2000 VOLUME 8, NUMBER 14 If an individual becomes incapacitated someone must take responsibility for his or her business affairs. That may mean the appointment of a conservator (in some states, “guardian of the estate”) by the court. Sometimes the individual will have had the foresight to establish a trust, or at least […]
Florida Woman Chooses Own Lawyer In Guardianship Action
SEPTEMBER 11, 2000 VOLUME 8, NUMBER 11 When an individual becomes incapacitated, and is no longer able to handle their own finances or make medical or personal decisions, an interested person may file a petition with the local court for appointment of a guardian and/or conservator. In most states (including Arizona), the court will promptly […]
Will Omission Does Not Entitle Estranged Son to Inheritance
JULY 24, 2000 VOLUME 8, NUMBER 4 The general public is frequently misinformed about wills and estate planning. One pervasive notion is that a will must leave some token amount to every child (or other relative) in order to disinherit that individual. While the most frequent formula is to leave $1.00 to each individual, one […]
Lawyer For Proposed Ward Must Advocate Client’s Wishes
JULY 3, 2000 VOLUME 8, NUMBER 1 At age 61 Sonny Lee is living at the College View Nursing Home in Frederick, Maryland. A little over two years ago Mr. Lee, a lifelong alcoholic, passed out in a public park, was hospitalized and ultimately placed in the nursing home. In recent months his condition has […]
Mother’s Incapacity Does Not Force Trustee To Account
NOVEMBER 8, 1999 VOLUME 7, NUMBER 19 Elisabeth Frudenfeld lives in California. In 1987, she established a revocable living trust. Nine years later, the California courts appointed a professional fiduciary as conservator to handle her affairs. Ms. Frudenfeld’s trust was primarily designed to avoid the probate process, and so she retained the power to revoke […]
Failure To Plan May Result In Court Naming Surrogates
AUGUST 30, 1999 VOLUME 7, NUMBER 9 When an adult becomes incapable of handling his or her own personal and financial affairs, someone must step forward and pay bills, make medical decisions and handle a host of daily decisions. Court proceedings, agency investigations and the plans made by the adult before becoming incapacitated will all […]
Will Contest Loses, But Friends Not Charged With Legal Fees
MARCH 8, 1999 VOLUME 6, NUMBER 36 Lavina Kessler was 99 years old when she died in 1996. The Washington State woman left an estate of $2.4 million, including several parcels of valuable real estate. She also left a series of five wills and an expensive will contest proceeding. Ms. Kessler had known Frances and […]
