Hot Water Alert! Agent Should Not Co-Own Account with Principal

Financial Elder Abuse   Financial Powers of Attorney   Mental Capacity   Pool-O’Connor v. Guadarrama   Power of Attorney Abuse   Power of Attorney Law   Probate Code section 4232   Probate Code section 4233   Probate Code section 4264   Trust Administration  

May 15, 2023


EXTERNAL URL: https://www.trustontrial.com/2023/05/hot-water-alert-agent-should-not-co-own-account-with-principal/

AUTHORS: Downey Brand


Financial powers of attorney give the named agent broad control over the principal’s assets and thus are a key component of estate planning. Such powers