A Probate Potpourri
This week we looked for cases (and stories) illustrating important principles from probate court. We found a surprising batch of cases, and wanted to share them all. Hence this probate potpourri. We have four cases (from California, Louisiana, Maine, and New York) to share with you. California: “right of survivorship” may not mean what it […]
Due Process Required in Guardianship Proceeding
Probate courts have broad discretion about how to handle the cases they consider. Especially when it comes to guardianship and conservatorship, the probate judge usually has considerable latitude about how to proceed. It is essential, however, that the probate judge recognize that he or she must give the litigants their due process — the rules […]
Court Investigator Required Before Appointment of Guardian
Non-lawyers often assume that courts regularly appoint guardians from a list of people or agencies they have dealt with before. In fact, the people involved almost always choose the guardian, rather than the judge herself. Many states (including Arizona) do have a method for vetting a potential guardian, though. The role may be named something […]
Grandparent Guardianship Order Reversed
We regularly talk with grandparents who are distressed about how their grandchildren are being raised. Wouldn’t it be better, they ask, if the child could live in a stable, loving home? Particularly in those cases where they have been raising their grandchildren for years already? Parents’ rights Our usual answer: not unless both parents agree, […]
In Divorce, Who Gets the IVF Embryos?
It might not seem like much of an elder law question at first glance. But among the legal issues posed by advances in technology are those related to heirship, parentage — and ownership of in vitro fertilization (IVF) products. The law has been slow to catch up. Mr. and Mrs. Rich get divorced Melissa and […]
The iWill — Might It Be the Future of Probate and Estate Planning?
FEBRUARY 24, 2014 VOLUME 21 NUMBER 8 News reached us this month of a November, 2013, probate court order in Australia admitting an unusual will to probate, and it made us wonder if we should anticipate a digital future for estate planning. An Australian probate decision would have to be pretty unusual to get noticed […]
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 […]
Conservator May Be Able To Act As Successor Trustee
AUGUST 16, 2010 VOLUME 17 NUMBER 26 Let’s say you have created a revocable living trust, and you have named yourself as trustee. You also name your two children as successor trustees, to act together upon your death or incapacity. Two years later you become incapacitated; because of a dispute between your two children about […]
Guardian Not Permitted To Maintain Divorce Proceeding
SEPTEMBER 29, 2003 VOLUME 11, NUMBER 13 The guardian of an incapacitated adult is often said to have all the powers that a parent would have over an unemancipated minor child. That legalism, however, fails to give much guidance about any limitations on the guardian’s power. For example: can a guardian pursue a divorce proceeding […]
“Simultaneous Death” Laws In Conflict For Insurance Payout
SEPTEMBER 3, 2001 VOLUME 9, NUMBER 10 Sometimes when the legislature adopts a new statute, no one notices that it conflicts with an existing law. While those conflicts usually get discovered and resolved, they can sometimes create real confusion in real cases. Consider the tragic case of the Craig family. William and Diane Craig and […]