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Careful, my grandmother almost got scammed by a lawyer she knew and had done business with for decades. She is an accountant. He was leveraging her trust in him
by datavirtue 4y ago
Careful, my grandmother almost got scammed by a lawyer she knew and had done business with for decades. She is an accountant. He was leveraging her trust in him to get her to sign a power of attorney granting him control of her finances and estate after her death (intermixed in a bunch of estate planning docs). She was about 80 at the time but was still able to catch it.
Don't trust anyone.
- deleted 4y ago[deleted]
- jtbayly 4y agoThat’s reason enough to disbar a lawyer. I hope she reported him.
- mindslight 4y agoUnfortunately, the situation sounds right in line with a rich individual engaging a trusted attorney up to be their neutral PoA/executor/trustee (as opposed to one of their heirs). So the attorney would likely make the case that they thought this is what the client wanted. The potential to go south only occurs after death/incapacitation where the attorney can drag out the estate/trust because they're taking administration fees. Please go ahead and report it. I just don't think the interpretation will be so clear cut.