Ohio Probate Judge Describes Court as “Superior Guardian”
DECEMBER 27, 2011 VOLUME 18 NUMBER 44 Carl Smith is a developmentally disabled young man living in Ohio. When he reached age 18, his mother Peggy Smith applied to the local probate court for appointment as his guardian. She was appointed, and Carl continued to live with her for the next several years. In 2005 […]
Arizona Probate Court Changes Coming in 2012
DECEMBER 19, 2011 VOLUME 18 NUMBER 43 It is not exactly a secret that the Arizona probate court system has been widely criticized over the past two years or so. The Phoenix-area newspapers have been filled with stories about alleged abuses of the probate process. Many of those stories have focused on practices in the […]
Guardians’ Fees for Advocacy Work Disallowed by Court
DECEMBER 12, 2011 VOLUME 18 NUMBER 42 Last month we saw an interesting variation on fee requests for guardianship and conservatorship proceedings. A Washington State Supreme Court case dealt with the payment from wards’ estates to a professional fiduciary organization in unusual circumstances. James R. Hardman and his mother Alice Hardman are certified professional guardians […]
Probate Judge Sets Visitation Schedule in Minor Guardianship
DECEMBER 5, 2011 VOLUME 18 NUMBER 41 Most of the guardianship issues we deal with at Fleming & Curti, PLC, involve adults who have limited capacity or special needs. Sometimes, though, the subjects of a guardianship proceeding are minors; that can bring unique issues to the process. There are a few legal principles that govern […]
Paternity Testing Allows Unacknowledged Son to Share in Estate
NOVEMBER 21, 2011 VOLUME 18 NUMBER 40 Paternity testing has come a long way in the last few decades. You might reasonably think that it is now so easy to establish parentage that probate court disputes about the subject would be largely a thing of the past. If you thought that, you’d be wrong. Just […]
Some Thoughts About Guardianship and Conservatorship in Arizona
NOVEMBER 14, 2011 VOLUME 18 NUMBER 39 Let’s talk about guardianship and conservatorship proceedings. Before we do, though, let’s remember a couple of important principles: We only know about Arizona guardianship or conservatorship. Well, OK — we might know a thing or two about other states’ rules and procedures — but we only practice in […]
Patient With Dementia May Have Authored Valid Will
NOVEMBER 7, 2011 VOLUME 18 NUMBER 38 A woman has been diagnosed as suffering from dementia of the Alzheimer’s type, and she resides in an assisted living facility. She has short-term memory loss, is frequently forgetful and has difficulty with tasks like playing cards and operating her television set. Can she sign a new will? […]
Lawyer’s Move From Representing Widow to Estate is Problematic
OCTOBER 31, 2011 VOLUME 18 NUMBER 37 Floyd Spence, a Republican Congressman from South Carolina, was a long-time survivor of a heart-lung transplant and a (separate) kidney transplant when he died in 2001, at the age of 73. He was survived by his second wife, Deborah Spence, and four adult sons from his first marriage […]
Excessive Fee in Special Needs Trust Leads to Lawyer’s Suspension
OCTOBER 17, 2011 VOLUME 18 NUMBER 36 Lawyers are ethically prohibited from charging excessive fees. Period. It doesn’t matter if the lawyer has a fee agreement calling for an excessive fee. It doesn’t matter if the negotiated fee seemed reasonable at the time, but turned out to be excessive as things developed. It doesn’t matter […]
Marital Agreements and Death of One Spouse
OCTOBER 17, 2011 VOLUME 18 NUMBER 36 John and Marsha, contemplating marriage, want to enter into an agreement spelling out what will happen to their separate and community property if they later divorce, or when one of them dies. Or perhaps John and Marsha have been married for years, but are contemplating separation and maybe […]