We advised a client who found out after his mother’s death that almost all of her assets had been transferred to his sister in the two years preceding her death. His mother’s residuary estate was left to him and his sister equally under her will but there was nothing left in the estate to distribute.
Our client’s mother’s health had declined in her later years and his sister had been appointed as her attorney so that she could assist her in dealing with her financial affairs. His sister abused this power coercing our client’s mother into signing various documents transferring assets to her and using the power of attorney to transfer their mother’s savings into a joint account, thereby ensuring they would pass to her directly on her mother’s death.
We issued a claim on behalf of our client, which resulted in his sister agreeing to return half the assets, meaning that our client received his rightful inheritance.