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Posts tagged Estate Planning
Estate of C.S.

A POA agent was abusing their authority by spending the Principal’s funds for their own benefit. Because of our clients’ vigilance, the problem was discovered, and our office was able to uncover over $100,000 of misspent funds. Through a contested court trial, we were able to win back those funds and secure a judgment against the agent in favor of the Estate and its beneficiaries

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In the Interest of L.S. and Matter of the S.F. Trust.

Our client came to us concerned about a Guardian and Trustee who was misrepresenting information to the Court and refusing to share information with beneficiaries. Through our client’s resolve and strength and our office’s thorough investigation, due diligence review, and discovery techniques, we learned that the Trustee had committed several serious breaches of both the Guardianship and Trust…..

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Interest of M.J

Our client’s sibling was caring for their ailing mother for multiple years before burning out. Our client then stepped in as court-appointed conservator. Upon stepping into that role, our client discovered that their sibling had exploited their mother by taking (and later trying to hide) a $25,000 loan and using their mother’s funds for personal purchases. Our client’s mother was in danger of losing …..

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Interest of S.M.

Client's niece filed a faulty claim against him and motioned to remove him as co-guardian for his sister. Niece's claim was based on assumption only and had no basis in fact. Through investigation, witness interviews, and a successful, contested court hearing, we were able to reveal the truth and show that, in fact, niece was the one who had committed the act she claimed was a breach of fiduciary duties. Client remained in his position as co-guardian. Niece's motion for removal was denied. Client was awarded attorney fees and costs.

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Interest of R.B.

Client had cognitive and physical impairments and was being financially exploited by third parties. A family member petitioned for Guardianship and Conservatorship, and Client joined in the petition. However, a unique Visitor’s report was produced and threw a wrench in the uncontested matter. We were able to clearly represent our position and shore up the rebuttal information to make our Client’s wishes heard and made a reality.

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Interest of A.C.

Client’s friend was at great risk of exploitation on account of cognitive impairments. The friend was having trouble navigating VA benefits and other financial needs. We were able to successfully appoint Client as Guardian and Conservator despite a Visitor report that missed important information and resulted in a questionable recommendation.

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Interest of K.O.

Client’s grandchild was born premature and incurred major medical expenses. Grandchild’s parents could not qualify for government assistance but neither could they afford health insurance. Through an emergency (and regular) guardianship and special (and regular) conservatorship, we were able to appoint client as guardian and conservator such that client’s health insurance covered the child, saving the parties significant medical costs.

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