Maricopa County Probate Court – Life Savings, Freedom Taken Away

Arizona Republic:  “Outside of being imprisoned, no action in the American justice system deprives a person of so many rights as being declared incapacitated in Probate Court. . . . an Arizona Republic investigation has found that Maricopa County Probate Court allows the assets of some vulnerable adults to become a cash machine for attorneys and for fiduciary companies, which manage their affairs.”

For an excellent in depth review of recent Maricopa County Probate Court cases that have been in the news and problems with the system see “Life savings, freedom taken away.”  Here are other Arizona Republic stories on this issue:

  • At the start, a conflict
  • Bills of staggering sizes
  • At courts, many close ties
  • Protest, and the costs rise
  • Judges do little to help
  • Edward Ravenscroft: Wealthy heir fights against fiduciary
  • 2016-12-13T20:33:48-08:00September 26th, 2010|Estate Fights, Estate Planning|

    A Kafkaesque Estate and Bracing for the 2011 Tax Uncuts

    Wealth Strategies published a two-in-one article.  The first topic is about the estate of novelist Frank Kafka: “If Franz Kafka were writing a short story about an estate, it would undoubtedly have featured his signature themes of autobiographic reflections, alienation, and betrayal while caught in the teeth of a pointless and irrational bureaucratic nightmare.”

    The second topic is about the problems to be created by the expiration of the Bush tax cuts.   “Behold and beware: Ancient CPAs and tax attorneys foretell of a perilous time at the End of Days…otherwise known colloquially as the expiration of the Bush tax cuts on January 1, 2011.”

    2017-10-07T11:13:35-07:00September 12th, 2010|Estate Fights, Estate Tax|

    The Sad Story of How 88 Year Old Marie Long Went from Millionaire to Pauper

    Laurie Roberts, an Arizona Republic columnist, has written a series of articles about how an 88 year old woman named Marie Long went from having $1,3 million in 2005 to having nothing.  Most of her money went to attorneys and care givers with the approval of the Maricopa County Probate Court.  See Laurie's previous posts on this subject:

    2012-01-04T05:45:48-08:00August 25th, 2010|Estate Fights|

    Gilbert Ortega Children Family Feuding in Court

    Gilbert Ortega was an Arizona self-made millionaire who died in 2003 and left his large estate to his family.  The family is in court fighting over their inheritance.  Arizona Republic story says  “a bitter family legal battle over the estate, at one time estimated at $40 million, threatens the turquoise and silver empire. The dispute involves a lawsuit and countersuit between the Ortega siblings, their mother, Linda Ortega, and David Stocking, an accountant for the family business.”

    2011-05-17T11:20:36-07:00August 22nd, 2010|Estate Fights|

    The $25 Billion Barnes Art Collection Controversy

    The Probate Lawyer Blog has a two part article about Dr. Albert Barnes and his art collection valued at $25 – $30 billion.  He died in 1951 after creating a foundation to care for and display his art collection.  Dr. Barnes tried to control the foundation from the grave to the nth degree, but his control ultimately lead to the his collection being used in ways that he would never have allowed.  Part 1 and part 2 are very interesting reads.  The Probate Lawyer also recommends a recent documentary now on DVD about Dr. Barnes and his art collection called “The Art of the Steal.”

    2016-12-13T20:33:52-08:00August 21st, 2010|Estate Fights|

    Celebrity Death And Divorce Train Wrecks

    Forbes:  “Dennis Hopper and Gary Coleman are just two examples of how things can go very wrong.  Five ways that celebrity divorces can help with your estate planning.  What's one of the last things that most divorcing couples stop to worry about, even though it's critical? Estate planning–wills, trusts, beneficiary designations, medical and financial durable power of attorneys and termination of life support documents. Celebrity cases illustrate how devastating it can be when divorcees neglect their estate planning. How do you protect your own family in the event of a divorce?

    2011-05-17T11:33:14-07:00June 28th, 2010|Estate Fights, Estate Planning|

    Maricopa County Widow’s Lawyers Seek Level Field

    Arizona Republic:  “Attorneys for an 88-year-old widow left penniless by her trip through Maricopa County's probate court are asking that the elderly lady's money be returned until a new trial is held – one presided over by a judge who doesn't play favorites.  In their 70-page motion, attorneys for Marie Long lay out a pattern of treatment in which Commissioner Lindsay Ellis sided with and even lauded the attorneys and fiduciaries who wound up with all of the widow's money while ignoring requests from the attorneys who were trying to protect her assets as they dwindled to nothing.”

    2011-05-17T11:34:50-07:00June 26th, 2010|Estate Fights|

    Lawyer’s Heirs Fight Insurers in $56 Million Policy Intrigue

    Wall St. Journal:  “Days after New York attorney Arthur Kramer died unexpectedly at age 81, members of his family seated in a lawyer's office were told that in his final years, he had taken out $56.2 million in life insurance.  There was a catch: They weren't the beneficiaries. . . . The case set off a legal firestorm involving five courts, three insurance companies and investors . . . .”

    If lawsuits had slogans, . . . “this one's would be ‘Dad was a crook—and could we please have the money?'”

    2011-05-17T12:59:06-07:00June 13th, 2010|Estate Fights|

    Woman Battles County for Husband’s Life – Another Terri Schiavo?

    World Net Daily:  “In a complex case that has drawn the attention of the family of Terri Schiavo, a veteran's wife claims a Catholic hospital has tried to end her husband's life by starving him to death, placing him under a ‘do-not-resuscitate' order and refusing to allow him to return home.  Gary Harvey, 60, a Vietnam-era veteran in Horseheads, N.Y., fell down a flight of stairs on Jan. 21, 2006 and suffered a traumatic brain injury that put him in a vegetative state. Gary, an only child who is estranged from his two adult children, did not have a living will.”

    2011-05-17T13:00:29-07:00June 10th, 2010|Estate Fights|

    Will there be a Fight over Gary Coleman’s Estate?

    The Probate Lawyer Blog:  “Gary Coleman died just over a week ago, on May 28, 2010. And in that week, there have already been enough surprises to spark a whole series of “Whatcha talkin 'bout Willis!”‘s.”  The Probate Lawyer Blog discusses the strange going-ons involving Gary's ex-wife who is at odds with his parents.  The Gary Coleman case is a prime example of problems caused within a family when a person does not up-date his or her estate plan.

    See “Gary Coleman Named Dion Mial Executor of His Estate” and “Gary Coleman's Death Now a Battle of the Wills.”

    2017-10-07T11:19:27-07:00June 8th, 2010|Estate Fights|
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