Helping Families Navigate the Financial Challenges of Age Transitions
Hello and welcome to The Case Files – where we will experience real courtroom drama using actual court cases involving will disputes, elder financial abuse, and estate litigation.
My intent is not to air another families dirty laundry or to gloat in their misfortune, but to look for the warning signs that our own families might have in common with these. We’ll look at the parties involved, the context of their lives, and the decisions that were made that may have led to conflict and litigation. Perhaps their experiences will spare your family from avoidable conflict later on.
Guillen v. De Anta looks at the tragic case of a granddaughter defrauding her own 90-year-old grandmother.
This episode reviews the case of Bowen v. Bowen and reveals why great care must be exercised when choosing your agent under a Power of Attorney, or trustee under a Family Trust.
In this episode, we look at the case of Horton v. The Florida Bar. The case examines the disbarment of Dennis L. Horton, a Florida lawyer who took advantage of the trust he had with several elderly clients and misappropriated their funds for his own use.
© 2023 Wealth and Honor
Theme by Anders Noren — Up ↑