Legal Question in Administrative Law in California

Trust

If a family member is appointed power of attorney, while the person is in a mental hospital and declared incompetent, can the power of attorney leally be named sole beneficiary of the Trust?


Asked on 7/09/08, 8:43 am

1 Answer from Attorneys

Bryan Whipple Bryan R. R. Whipple, Attorney at Law

Re: Trust

I think it depends upon the authority of the person doing the naming. The person holding the power of attorney (the "attorney in fact") probably can't; that would be an obvious conflict of interest. The incompetent person can't do it, either. If there is a court-appointed guardian or conservator, that person could perhaps designate a beneficiary. Overall, this is an area where an extreme degree of caution and deference to the possibility of a conflict of interest, breach of fiduciary duty, or action outside of one's powers is required. The guardian or conservator should seek fact-specific legal advice from the court or other appointing agency, or from his or her own attorney.

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Answered on 7/09/08, 12:22 pm


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