Joint Tenancy Account May Be Different In Different States
JUNE 16, 2003 VOLUME 10, NUMBER 50 In January 2002, Family Services, Inc. (FSI), of Barron County Wisconsin was appointed to serve as guardian of the estate of Emma W. (Arizona and some other states use “conservator of the estate” to mean the same thing.) At that time, Emma W. owned her home, had a […]
Employee’s Name Taken Off State Misappropriation List
JUNE 9, 2003 VOLUME 10, NUMBER 49 Financial exploitation of vulnerable seniors is widespread. The problem even arises in controlled settings like adult care homes and nursing homes. That is why the State of Missouri took some extraordinary steps to try to curb financial abuses in institutional settings. The Missouri Department of Health and Senior […]
Attempt to Force Children to Pay Father’s Hospital Bill Fails
JUNE 2, 2003 VOLUME 10, NUMBER 48 Are adult children liable for the medical care of their parents? Several states (not including Arizona) have laws that attempt to impose what is sometimes called “family responsibility” or “filial responsibility” on children for the care of indigent parents. A recent South Dakota case provides a little insight […]
Beneficiary Change Requires Higher Mental Capacity Level
MAY 26, 2003 VOLUME 10, NUMBER 47 An individual must be mentally competent before making a valid will, signing a contract or executing almost any legal document. Confusion often arises because the level of competence required may vary depending on what sort of document is being signed. Take the case of Agnes Marquis of Bangor, […]
Probate Court May Bypass Ward’s Choice Of Conservator
MAY 19, 2003 VOLUME 10, NUMBER 46 When a person is no longer able to manage his or her own affairs, it may be necessary for a court to appoint a guardian (of the person) or conservator (of the estate). Who should be appointed? In most states the courts start from the presumption that family […]
New York Lawyer Disbarred For Financially Exploiting Seniors
MAY 12, 2003 VOLUME 10, NUMBER 45 Financial exploitation of vulnerable seniors is hardly a new problem, but both the frequency and the severity of abuse have increased dramatically in recent years. Many seniors (or their concerned friends and family members) turn to the legal system for help and protection. Sometimes protectors become abusers themselves. […]
Victim Does Not Inherit Killer’s Property in Murder-Suicide Case
MAY 5, 2003 VOLUME 10, NUMBER 44 The common-law principle that a murderer should not benefit financially from his homicide has been codified in most states. “Slayer statutes,” are laws that prevent one who intentionally kills another from inheriting from the victim’s estate. Do “slayer statutes” permit the victim’s estate to inherit from the murderer’s […]
Two Life Insurance Beneficiary Designations Require Litigation
APRIL 28, 2003 VOLUME 10, NUMBER 43 When people consider “estate planning” they usually are thinking about preparing a will. Sometimes the common conception of estate planning includes preparing a trust as well, and often durable powers of attorney are also part of the plan. But two recent cases demonstrate that “estate planning” is really […]
Two Lawyers Suspended For Including Themselves in Wills
APRIL 21, 2003 VOLUME 10, NUMBER 42 In recent weeks two Maryland lawyers have lost their licenses to practice law for the same offense. Both wrote themselves into wills they prepared for their clients. Even though each lawyer had a longstanding personal relationship with the client, and there was no evidence of coercion or influence, […]
State High Court Counts Husband’s Trust As Available Resource
APRIL 14, 2003 VOLUME 10, NUMBER 41 Almost every state is facing a serious budget crisis in the current economy, and Kansas is no exception. Kansas’ governor projects a $750 million shortfall in the coming year. Last month the Kansas Supreme Court did what it could to help by deciding that Mary Miller would not […]
