Law Office of Donald D. Vanarelli Blog

New Jersey Elder Law, Estate and Special Needs Planning, Mediation and Collaborative Family Law NJ

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Entries Tagged as 'Powers of Attorney'

Attorney Owed Duty To Client To Follow Up With Agents To Obtain And Review Inventory And Accountings Required In Power Of Attorney

January 6th, 2013 · No Comments

An attorney who drafted a power of attorney for a client that included a requirement that the client’s agents provide an inventory and yearly accountings to the attorney had a duty to ensure the agents complied with the requirements, according to an Ohio appeals court. Svaldi v. Holmes (Ohio Ct. App., 10th Dist., No. 12-AP167, [...]

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Tags: Elder Law · Estate Planning · Legal Malpractice · New Cases · Powers of Attorney

Top 11 Steps In Creating Your Elder Life Plan

November 28th, 2012 · 1 Comment

As we age, the decrease in independence and concurrent increasing need for care which often occur can be a source of stress and conflict in many families. Adult children who must provide care to aging parents or who must make health care or financial decisions for dependent family members face tremendous challenges. Care-giving and decision-making [...]

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Tags: Advance Directives · Elder Law · Estate Planning · Geriatric Care Managers · Legal Capacity or Competancy · Powers of Attorney · Top Ten · Trusts

A “Responsible Party” Under A Nursing Home Admission Agreement May Be Sued For Monies Owed To The Facility

June 2nd, 2012 · No Comments

An appeals court in New Jersey held that a nursing home resident’s adult child who signed a nursing home admission agreement as the “Responsible Party” can be sued in his/her individual capacity for monies owed to the facility for services rendered to the resident if the adult child fails to use the resident’s financial resources [...]

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Tags: Care Facilities · Elder Law · Governmental or Public Benefit Programs · Medicaid · New Cases · Nursing Facility Litigation · Nursing Homes · Powers of Attorney

Disqualifying Opposing Counsel In A Lawsuit Involving Abuse Of A Power of Attorney

August 2nd, 2011 · No Comments

I am presently involved in a lawsuit in which my clients, three adult children of their now deceased father, are suing their deceased father’s former agent under a Power of Attorney. As alleged in the Verified Complaint filed by plaintiffs, the adult children claimed that the decedent either was incompetent when he signed the Power [...]

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Tags: Abuse of Power of Attorney · Attorney Ethics · Elder Abuse · Estate Litigation · Litigation · New Cases · Powers of Attorney

Court-Approved Compensation Paid To Medicaid Applicant’s Children For Services Under Power Of Attorney Does Not Prevent Medicaid Penalty

June 5th, 2011 · No Comments

A New Jersey appeals court upheld the imposition of a penalty period on a nursing home resident’s receipt of Medicaid benefits, holding that the resident failed to rebut the presumption that a court-ordered payment made to the resident’s adult children for previously uncompensated services provided under a power of attorney was not a valid payment [...]

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Tags: Gifts · Medicaid · Medicaid Planning · New Cases · Powers of Attorney · Transfers For Reasons Other Than To Qualify For Medicaid

Credibility Determinations By A Trial Court In Cases Involving Claims of Abuse Of A Power Of Attorney Are Binding On Appeal

May 30th, 2011 · No Comments

Matter of Mildred B. Trocolor involved a dispute between two of the decedent’s adult children who were co-executors of the decedent’s estate. The decedent’s daughter, Daryl, brought the lawsuit, alleging that, while the decedent, Mildred B. Trocolor, was alive, the defendants, her brother Robert and his wife, Genevieve, stole substantial sums of money from the [...]

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Tags: Abuse of Power of Attorney · Elder Abuse · Elder Law · Estate Litigation · Improvident Gifts · New Cases · Powers of Attorney · Reverse Mortgages

My Latest Article Published In the New Jersey Foundation For Aging – Renaissance Magazine

August 17th, 2010 · No Comments

The New Jersey Foundation for Aging was founded in 1998 to improve the quality of life of New Jersey’s older residents. The Foundation is a nongovernmental, nonprofit organization that derives its financial support through contributions from private donors, public and private foundations and corporations. The mission of the Foundation is “to improve and expand new [...]

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Tags: Advance Directives · Estate Planning · Last Will and Testament · Personal Achievements and Awards · Powers of Attorney

Court Finds Joint Account Does Not Pass To Surviving Owner, But Passes Under Decedent’s Will

August 14th, 2010 · No Comments

Most of the cases discussed on this blog (and, I suspect, on most blogs which spotlight developments in the law) focus principally on decisions issued by the higher-level courts, the appellate courts and the supreme court of the state.  However, the majority of court decisions in New Jersey and other states are issued by trial [...]

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Tags: Estate Litigation · Improvident Gifts · Last Will and Testament · Litigation · New Cases · Powers of Attorney · Surrogate Decision-Making · Undue Influence · Will Contests

ALJ Finds, Contrary To Court Order, That Payment To Adult Children For Services Provided To Medicaid Applicant Under Power Of Attorney Was A Gift

April 20th, 2010 · No Comments

A New Jersey administrative law judge (ALJ) recently held, contrary to a court order awarding wages for services rendered, that a payment to the adult children of a Medicaid applicant for services rendered under a power of attorney was properly considered to be a gift by the State’s Division of Medical Assistance and Health Service [...]

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Tags: Care Contracts · Medicaid Planning · Powers of Attorney

Is The Agent Under A Power Of Attorney Who Misappropriates Money “Authorized” To Transfer The Principal’s Assets?

March 6th, 2010 · No Comments

State v. Kennedy, 61 N.J. 509 (1972) explored the issue of “legally authorized” transfers made by an agent under a power of attorney. Kennedy obtained a power of attorney that was assumed to have been executed by the elderly victim, authorizing Kennedy to draw upon the victim’s bank accounts. Kennedy misappropriated most of the money [...]

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Tags: Financial Exploitation of the Elderly · Powers of Attorney