Power of Attorney Abuse

Troubled by POA Abuse? Hear the outrageous stories we never saw coming, as well as what to do when they’re happening to you. You aren’t alone anymore.

Abusing the Power of Attorney Document in Death

2017-11-15T15:59:13-05:00July 2nd, 2012|Abuse|

Aunt Gertrude’s power of attorney document grants her niece Milly (the attorney in fact) the power and authority to act for her as long as she (Aunt Gertrude) is still alive. Milly must use her best efforts to care for her Aunt Gertrude (the principal) and only take actions which benefit her. But the fact is the niece Millys of the world don’t always do what is best for their Aunt Gertrudes.

Could Milly, as the attorney in fact, write a will for Aunt Gertrude which leaves everything to herself? The standard wisdom is “no.” A resounding NO! The whole idea […]

Taking Control of Aunt Gertrude’s Estate

2017-11-15T15:59:13-05:00June 18th, 2012|Estate|

If you have been following our story of Aunt Gertrude and her niece and attorney-in-fact, Milly, you have heard me spin some real yarns about what Milly has done. Today, let’s look at what could happen after Aunt Gertrude dies.

Suppose Aunt Gertrude had trusted Milly for years and that for years Milly was trying to do all she could to help her dear Aunt. Then, a few years before Aunt Gertrude passed away, two events happened which changed everyone’s life forever. First, Aunt Gertrude was diagnosed with an incurable disease which would eventually take her life and, in the […]

Power of Attorney: Oversight (Part II)

2017-11-15T15:59:38-05:00June 14th, 2012|Power of Attorney Abuse|

The problem inherent when appointing someone as your attorney in fact (through the power of attorney document) is oversight. Who is watching the person who you have appointed as your attorney in fact? And if you are saying “Why, my niece is my ‘power of attorney.’ She would never do anything that would cause me harm.” If you’ve just had this thought, you need to go back to the beginning of this blog and review some of the things that my fictional character “Milly” has done to her “Aunt Gertrude.”

These characters are fictional, but I have personally witnessed everything […]

Power of Attorney Oversight (Part I)

2017-11-15T15:59:38-05:00May 10th, 2012|Power of Attorney Abuse|

One of the questions that I get when dealing with the family members of a senior citizen is “how much control do I have, now that I’m the ‘power of attorney’ for Mom?” First, I usually restrain myself from correcting them: “You’re not Mom’s power of attorney, you’re her ‘Attorney in Fact.’” Next, I will often ask, “Why do you ask? What is it you wish to do?” I want to be sure that the newly appointed attorney in fact knows that I am interested in what actions they take.

The fact is, the attorney in fact who Mom […]

Self Help and the Power of Attorney

2017-11-15T15:59:38-05:00April 23rd, 2012|Self Help|

I recently heard from clients who I had not seen in about eight years. At that time we had helped them with estate plans. They did not want us to draft anything other than their last will and testament. We always discuss the protective documents (living will, power of attorney, medical directives, etc.) with each estate planning client, but these clients wanted to take care of the other documents themselves. Essentially, they were going to go online, or to a store, to get a form or a ‘document kit’ and fill-in-the-blanks on their own ‘one day soon.’

One day soon never […]

When the Power of Attorney Acts Badly . . . Now What?

2017-11-15T15:59:38-05:00March 15th, 2012|Power of Attorney Abuse|

When Aunt Gertrude appointed her niece Milly to be her attorney in fact through the Power of Attorney document, she never dreamed she would have to consider what to do if she suspected her niece was not doing the right thing. “That’s Milly. . .she would never do anything to hurt me,” Aunt Gertrude thought.“Why, I’ve known her since she was born. She’s family” So Aunt Gertrude didn’t ask the attorney if there was any sort of “oversight” built in to the Power of Attorney document they were both signing at the attorney’s office that day. She didn’t think she […]

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