How a Nosy Neighbor Can Take Advantage of an Elder It all starts innocently enough. A neighbor befriends an elder and over time begins “helping” the elder by doing errands, driving them to doctor’s appointments, and helping them write checks or make online bill payments. Over time, the neighbor uses the trust they created to […]
When it comes to trust management, trustees hold a critical position of responsibility. A key case that sheds light on trustee obligations and accountability is Leader v. Cords. This landmark case has become a cornerstone in trust litigation, particularly in cases where trustees delay or refuse to make distributions to beneficiaries. Let’s explore what this […]
What happens when the long-standing estate plan of a parent is changed shortly before their death to benefit someone new? Every year the inheritance plans of an alarming number of elders goes awry in the final months of their life without any notice or warning to the unsuspecting family members. It could be a neighbor, […]
