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    The Buzz About Aldrin’s Competency

    On June 7, 2018, Buzz Aldrin, Presidential Medal of Freedom recipient and the second man to walk on the moon, filed a lawsuit against two of his children, Andrew and Janice Aldrin, and his former business manager, Christina Korp.  The lawsuit responds to a May 2018 Florida Court filing in which Andrew Aldrin, Janice Aldrin, and Christina Korp requested appointment as Buzz Aldrin’s legal guardians due to Buzz’s “cognitive decline” and his recent episodes of paranoia and confusion.  Buzz Aldrin’s lawsuit claims Andrew Aldrin and Christina Korp took control of his “personal credit cards, bank accounts, trust money, space memorabilia, space artifacts, social media accounts, and all elements of the…

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    Elder Abuse: When Aging Relatives May Need Their Own Superhero

    Elder abuse refers to intentional or neglectful acts by a caregiver or associate of an elderly individual, which causes harm.[1] Financial elder abuse occurs when a trusted friend or family member obtains access to a senior’s financial accounts and uses the assets therein for personal gain. Unfortunately, this abuse is widespread in the United States and can happen to anyone, even the legendary creator of Marvel Comics, Stan Lee.   In December Stan Lee turned 95 years old. Although he remains in good physical health, Stan Lee, and his reported $50 million estate, became a prime target for elder abuse following the death of his wife, Joan Lee, last year.…

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    Guardianship and the Richest Woman in the World

    On September 20th, Liliane Bettencourt, the richest woman in the world died at age 94. Scandals of several types plagued the last years of her life and the lives of those around her going as far as alleged campaign contributions in great excess of the legal limit to former president of France, Nicolas Sarkozy.   Aside from the political scandals, Bettencourt was involved in intense family drama to put it mildly. The heiress to the L’Oreal fortune amassed an incredible amount of wealth and at her death was worth approximately $44 billion. Her father, and known Nazi sympathizer, started the company that owns brands such as Garnier and Lancome and…

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    Changing Domicile: How Mental Capacity Factors In

                Domicile is a relatively straight forward legal concept that combines the place where a person permanently resides with where he intends to remain.  However, what happens when a person who has been adjudicated incompetent desires to permanently move. Can he possess the requisite intent to change his domicile in legal terms?               The Georgia Court of Appeals recently took up this question in Estate of Milton Theophilus Pond, II.  In the case, a probate court granted Milton Pond guardianship of his son, M.P., who was an adult man with autism.  Since M.P.’s childhood, he lived with his mother,…

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    Legal Standing: As Illustrated by an Indonesian Monkey Named Naruto

              To bring a lawsuit in the United States, one must have “standing.”  This legal principle essentially requires the person or company filing a lawsuit have an interest in a dispute.  That interest could involve a piece of property subject to an easement, a Constitutional right, or an injury suffered at the fault of another.  In an ongoing U.S. Court of Appeals case nicknamed the “monkey selfie” case, defense attorney Andrew Dhuey argues a monkey cannot satisfy the requirement of standing, saying, “monkey see, monkey sue is not good law – at least not in the Ninth Circuit.”  Despite the fact that the case was dubbed…

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    Mental Incompetency in Guardianship and Divorce

              It is not uncommon for courts to name one’s spouse as their guardian, but what happens when the incompetent party wants to get divorced from his wife and guardian? Can one be incompetent, yet understand the consequences of and express a desire to get divorced?             Carolyn, the wife of an eighty-eight year old Kentucky man, Elmer Riehle, petitioned the court to appoint a guardian for her husband for financial reasons – to protect both herself and Elmer.[1]  Carolyn decided to file the petition after Elmer sent thousands of dollars of the couple’s money to an e-mail scammer claiming to…

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    Eight Questions and Answers about Fiduciary Litigation

    What is fiduciary litigation?   Fiduciary litigation encompasses a wide range of legal actions including, without limitation, trust and estate litigation, will contests (also referred to as caveat proceedings), breach of individual and corporate fiduciary duty claims, and guardianship proceedings.  Fiduciary litigation is becoming increasingly relevant as the baby boomer generation continues to age.   What is a fiduciary?   A fiduciary is an individual or corporation in whom another places trust and confidence to act in their best interest.  Generally speaking, a fiduciary is tasked with prudently caring for the financial assets of another.   What are the types of fiduciary relationships? Relationships created by statute, such as in…

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    Four Legal Documents Dementia Patients Should Have in Place

          A diagnosis of dementia, which includes Alzheimer’s disease and other memory loss and/or cognitive reasoning disorders, is potentially devastating for both the patient and their family. Following a dementia diagnosis, it is important to execute these four essential planning documents to avoid further hardship in the form of costly court battles. (1) Durable Power of Attorney – A durable power of attorney allows the diagnosed person (the “principal”) to appoint another person (the “power of attorney”) to act on the principal’s behalf if and when the principal becomes incapacitated.  A power of attorney can have a wide range of authority and discretion, from paying bills to selling…

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    Guardianship Proceedings in North Carolina

             It is prudent to execute a healthcare and/or financial power of attorney well in advance of necessity to ensure your individual wishes are honored in the event you are unable to attend to your own needs.  However, competency is required to execute a power of attorney.  If you become incompetent and do not have a durable power of attorney, it will be necessary for someone to petition the court to appoint a guardian to manage your affairs.         Before appointing a guardian, the court first determines whether an individual is legally incompetent.  The adjudication of incompetence is heard by the clerk of court…