Even With a Will the Probate Court May Need to Interpret
NOVEMBER 15, 2010 VOLUME 17 NUMBER 36 When we help you plan your estate our goal is to figure out who you would want to be in charge of your finances and personal affairs, who should receive your assets and in what proportion, and what you want done at a future time when you are […]
Draft Will Is Almost (But Not Quite) Admitted to Probate
SEPTEMBER 20, 2010 VOLUME 17 NUMBER 29 There is a lot of mythology, misunderstanding and just plain confusion about wills and probate. Sometimes the reported cases don’t help clarify what makes a will valid, when it is subject to challenge or even what might be a will. The general rule is clear, and ancient. The […]
What is the Value of a Senior’s Life?
SEPTEMBER 6, 2010 VOLUME 17 NUMBER 28 The question addressed in a ruling last month by the Arizona Court of Appeals seems provocative. In a lawsuit based on the Arizona law prohibiting abuse, neglect or exploitation of vulnerable adults, does the very life of the abused senior have any intrinsic value? The Court’s answer: perhaps, […]
DNA Test Might Be Useful To Establish Decedent’s Paternity
FEBRUARY 15 , 2010 VOLUME 17, NUMBER 5 Despite being cloaked in arcane terms and arguments, the legal system usually makes sense in the real world in which it operates. Sometimes, however, it may take the legal system a few years — or a few centuries — to catch up with that real world. One […]
Dispute Over Family Home Pits Children Against Stepchildren
OCTOBER 19, 2009 VOLUME 16, NUMBER 58 More than a decade ago we told you about a Utah case involving a widower’s remarriage (see Surviving Spouse Revokes Trust–Children Disinherited from February 2, 1998) . Although the children of the deceased woman and her surviving husband were supposed to receive everything on his later death, the widower […]
Probate Fee Dispute Leads to Additional Attorney’s Fees
APRIL 12, 2004 VOLUME 11, NUMBER 41 Kathryn Gordon’s will named her sister, Nancy Molet, to handle her estate. Based on that will Ms. Molet was appointed as personal representative. Like most individuals in such circumstances, Ms. Molet hired an attorney to help her get through the probate process. Eventually Phoenix attorney Harvey Finks billed […]
“Full Faith and Credit” Applies In Two-State Probate Actione
APRIL 5, 2004 VOLUME 11, NUMBER 40 A Florida court found Alvarado Kelly incompetent in 1960, and appointed a guardian to manage his property. Fifteen years later Mr. Kelly moved to a facility in Mississippi operated by Sarah Cuevas; he lived in that facility until his death twenty five years later. After his death Mr. […]
Proponent of Invalid Will Must Pay Attorney’s Fees to Family
JANUARY 19, 2004 VOLUME 11, NUMBER 29 Edmond and Elma Crittell befriended Violet Houssien and, according to Ms. Houssien’s family, set about getting the older woman to write a new will. Some of the evidence in the later will contest proceeding indicated that they may have even forged her signature on the will and, in […]
Multiple Owners Have Equal Interests In Joint Bank Account
SEPTEMBER 8, 2003 VOLUME 11, NUMBER 10 When individuals look for ways to simplify the handling of their estates, they frequently decide to simply put their heirs’ names on assets. Parents, for example, often make their children joint owners on bank accounts—reasoning that the money will then be easier to get to if needed, and […]
Contingency Fee Agreement Permitted Only If Fee Is Reasonable
MARCH 31, 2003 VOLUME 10, NUMBER 39 Contingency fee agreements are common in personal injury cases and many other types of litigation. In some kinds of lawsuits (for example, divorce or criminal cases) contingency fee arrangements are banned as being against public policy. Are contingency fees permissible in probate cases, and particularly will contests? According […]