Attorneys Suspended for Mismanagement of Elderly Clients Money

In a case that speaks of the importance of choosing a qualified trustee who has proper internal controls and procedures, and who is governed by an appropriate regulatory body, The Ohio Supreme Court suspends two attorneys for one year after they negligently managed an elderly woman's affairs. Cleveland Metro. Bar Assn. v. Zoller and Mamone … Continue reading Attorneys Suspended for Mismanagement of Elderly Clients Money

Another Case of Sibling Rivalry

An Indiana Court of Appeals opinion underscores the importance of accountings in trust administration, but also raises questions about why families place siblings in adversarial positions to begin with. According to an article posted by the Indianapolis law firm of Faebre Baker Daniels,  the original case involved three siblings, Scott, Jeff and Stacey – and … Continue reading Another Case of Sibling Rivalry

Did you sign up for this when you agreed to be trustee?

In the Matter of DREXEL ANDREW BRADSHAW, Attorney Drexel Andrew Bradshaw was charged with five counts of misconduct related to his position as the successor trustee of a client’s trust and his involvement with a construction company that repaired the client’s home. The case demonstrates the liability exposure that fiduciaries have and the extent to … Continue reading Did you sign up for this when you agreed to be trustee?

Are you liable for your parent’s nursing home bills? 

Unbeknownst to most Americans, more than half of U.S. states (29 plus Puerto Rico) have “filial responsibility” laws in effect that could potentially obligate adult children to support their impoverished parents. That includes paying the tab for basic necessities like food, housing, clothing, and medical attention, according to Little. Source: Are you liable for your … Continue reading Are you liable for your parent’s nursing home bills? 

The Case Files – Episode 1: “Fool me once, shame on you…”

Wealth and Honor is a website dedicated to helping families navigate the financial challenges of age transitions. The site now has a YouTube Channel to host "edutainment" videos featuring non-legal commentary on actual court cases involving will disputes, elder financial abuse, estate litigation, fiduciary liability, and other issues of aging, death, and wealth. Court transcripts … Continue reading The Case Files – Episode 1: “Fool me once, shame on you…”

Senators slam abuse in nursing homes; criticize CMS over reporting requirements 

If there’s anything that will bring a bipartisan group of U.S. senators together, it’s the topic of abuse in nursing homes and a hearing Tuesday was proof yet again.Abuse deficiencies cited in nursing homes more than doubled in four years, increasing from 430 in 2013 to 875 in 2017, a Government Accountability Office report released … Continue reading Senators slam abuse in nursing homes; criticize CMS over reporting requirements 

Losing Your Mind, Losing Your Rights?

Kaitlyn C. Meeks recently published a Comment entitled, Losing Your Mind, Losing Your Rights?: A Certification Process to Safeguard Alzheimer's Patients and the Moving Target of the Lucid Interval, 44 U. Dayton L. Rev. 79-109 (2018). Provided below is an introduction to the Comment. For the rest of the comment, see: Wills, Trusts & Estates … Continue reading Losing Your Mind, Losing Your Rights?