conservatorship

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 …

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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 …

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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 …

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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 …

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