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Not long ago, we were in court representing a client who we’ll call “Wendy.” Wendy’s mother suffers from dementia, and one of Wendy’s brothers - we’ll call him “Peter” - has been acting as mom’s power-of-attorney. Wendy grew concerned when she noticed Peter living a very large lifestyle, despite not having had a job in years. She asked him about it, and was told to “mind her own business.” She came to see us, and we discovered that Peter had used his POA document to deed mom’

Effective January 1, 2026, Session Law 2025-33 ushers in a new era ... for the prepared client and attorney. Until now, an original, hard-copy will was typically required for probate. If that original will could not be found at the testator's death, the law presumed that the will was destroyed deliberately, with the intention to revoke it. Litigating "lost will" cases has been one of our most frequent types of probate litigation, and the deck was steeply stacked against any p

Mike & Kati are grateful for the opportunity to present on estate-planning to the Bailey's Glen community on May 4, 2022. Thank you for...