Legal Question in Wills and Trusts in California

Any recourse for money removed from bank accounts?

My stepdad went into assisted living shortly before he died. His daughter had him put her name on his bank accounts, checking and savings, for the ''sole'' purpose of paying his living expenses in and outside of assisted living. Upon his death, we learned she was listed as joint tenant with him on the accounts. There were ''excessive amounts'' removed from the accounts during his time in assisted living. It was much more than his expenses were. And the day after he died she removed most of the money that was left, leaving very little in the accounts. Since this money was for his expenses ''not'' a gift to her and the accounts had been left to an heir in his will is there any recourse for this?


Asked on 1/29/06, 2:17 am

1 Answer from Attorneys

H.M. Torrey The Law Offices of H.M. Torrey

Re: Any recourse for money removed from bank accounts?

Quite possibly, however, the issue may depend on your stepdad's mental capacity at the time the accounts were transferred into joint tenancy. For a free phone consultation, contact us directly.

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Answered on 1/29/06, 1:47 pm


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