Legal Question in Wills and Trusts in California

My husband is POA for his father. His father is 82 yrs old and has dementia and is a hemiplegic.

My husband's sister is demanding acctg records and accusing my husband of misappropriating funds. She is also demanding that we turn over Grandpa to her care. She said, "You have had

him long enough and now it is our turn." My husband is paying me to take care of Grandpa 24/7.

On Grandpa's recent visit to the doctor the doctor said he was doing good. The sister has no

basis for harassing us an we would like to know if we have legal recourse.

We are doing our best to ignore her but she keeps sending emails to my husband's work

and to my email address.


Asked on 1/25/11, 3:30 pm

2 Answers from Attorneys

Michele Cusack Pollak & Cusack

Your husband should not ignore his sister's demands. The more transparency, the less likely she is to take legal action. It does sound like he may have a conflict of interest if he is using his father's money to pay his wife. But perhaps he can persuade his sister that their father is being well cared for (and perhaps more economically than other options.)

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Answered on 1/27/11, 2:27 pm
Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

The real issue here is not whether your husband has legal recourse against his sister but whether she will have it against him. As a fiduciary for his father, he has an obligation to account for his actions and that duty will eventually run to the beneficiaries of his father's estate. As Ms. Cusack did, I suggest having as much transparency as possible. If you don't, his sister could easily get a Court to force him to disclose basic information. The best thing to do is provide the sister with the information about what care is being provided for and what it is costing, including what he is paying you. (That is, I am sure, the real bone of contention here.) If your husband and his sister can't agree on who should care for their father, that may eventually have to be decided by a Court in a conservatorship proceeding. The Court will look at a number of factors with the primary focus on being what is best for your father. Withholding details about his care and/or finances could be used against your husband in any such proceeding.

Good luck.

IMPORTANT NOTICE: The above response is not intended to, and does not, create an attorney-client, fiduciary or other confidential relationship with the responder. Neither does it constitute the providing of legal advice or services or the giving of a legal opinion by the responder. Such a relationship can only be created, and legal advice and/or legal services provided, pursuant to a written agreement with the responder. Accordingly, no obligations of any kind are assumed with respect to any matter or question presented. It should also be noted that legal issues are often time sensitive and legal rights may be lost or compromised if you do not act in a timely fashion.

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Answered on 2/01/11, 1:28 pm


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