Follow
Share

I have a situation with mom regarding her care. I have health care power of attorney for mom as specified in her living trust as well as financial Durable Power of Attorney. My sister has placed mom in an Independent Living facility far away from me without my consent or approval and has coerced mom to remove me from the primary designated agent on mom's Advance Health Care directive in her Living Trust. I believe my sister has also removed me as Mom's financial decision maker and has taken over her bank account and is spending money without consideration for mom's best interest. Mom has dementia and I know that she needs at the very least, trained Assisted Living not independent living with a service coming in to help out. I have attempted to settle differences with my sister by both meeting and resolving our differences face-to-face or by mediation, however she refuses to talk directly to me. My sister is planning on returning to her home in Northern California soon, and I am concerned about mom after my sister leaves. I feel that she needs to be closer to me since I live in Irvine (Orange County, CA) and I need to be in charge of her health care and financial decisions since this was mom's original intent prior to being diagnosed with dementia.

I will proceed forward with seeking the assistance of an attorney, and since this is a special circumstance, does anyone have any recommendations for the type of attorney that I will need? Elder Law, Family attorney or something else? Any suggestions would greatly be appreciated.

This question has been closed for answers. Ask a New Question.
Is mom in CA or NC? You would have to file for Guardianship in the county where she is living now.
Helpful Answer (2)
Report

I would not have thought that any attorney would be able to change the in place PoA and Health PoA that were put in place whilst your mum was still able to make inforned decisions?

Where was your mum staying prior to your sister moving her?
If it was a home, your existing PoE etc would have been in place, so unless you were found to be incompetent, I strongly question why any attorney overturned this, or why the home released her?

Were you not seeing your mum regularly?
Were you not aware of your sister planning all this?
Could you not have got Adult Protection Services involved?

The whole point of PoEs etc is that vulnerable people be protected. If you can find out who signed these new PoAs they should be asked why they overrode existing PoAs for someone clearly not compis mentis??

PoA is responsible for looking after her finances, so again, Adult Protection Services should be contacted.

This is very sad that siblings become so divided.
There are two sides to every story. Perhaps your sister disagreed with how you were looking after mum. Siblings can have very different ideas on care.

Mum needs to be close enough for at least one of you to visit. This does not make sense. Was the previous home clise to you? Was it good?

It can be exhausting. I hope you find peace somehow.
Helpful Answer (1)
Report

.... and yes, Elder law is best.
If you have evidence of your sister mis-managing mum's funds raise it with them. (Do you think she's 'saving money' by putting mum in independant living place? It is fristrating when siblings who are not about for much of tge time make decisions based on how parents behave on their infrequent visits. It is a snapshot, not a realistic assessment.

I am just confused how she has 'co-erced' a dementia patient into overiding in place PoEs etc?
Don't attorneys in US have duty of care?
Seems very strange.
Helpful Answer (0)
Report

PS: keep records/copies of all attempts at mediation with your sister.
Helpful Answer (0)
Report

I would get to a elder care attorney and it may be possible to bring charges against you sister for spending and uprooting your mother if it only benefits her and not in the mother's best interest.

Good Luck.
Helpful Answer (0)
Report

If you truly are still POA then you are responsible for whats happening and could be held liable if money is misused. Get to any lawyer asap.
Helpful Answer (0)
Report

We actually have a court hearing today on similar matter. While POA's have not been changed, sibling with POA's has been mismanaging assets and has never gone to the doc with Mom while I have provided 24/7 care for her in her home for more than three years. If POA's have been changed the attorney should have done a short test to determine if you Mom understood what she was doing. Though some lawyers will. You need an elder law attorney with a significant part of their practice litigation. I made this mistake worked with one attorney for about 6 months requesting financial reports of the trust. That was nearly two years ago. Sibling with POA's is responsible for keeping the books, yet has not done it or supplied them per instructions in the trust. Have you seen the POA's that you think were put in place? Maybe they do not exist. What has been your part in carrying out the duties designated to you by your Mom in the POA's?

The website AVVO may be helpful to find an elder law attorney with a significant part of their practice in litigation. I would think that first the attorney would request the POA's from sis. Determine whether they are valid anytime (standing) or if they become valid upon your Mom's incapacity (springing). Check you POA to determine whether there is a requirement that Mom is incapacitated prior to going into effect. If so, most will require that there are letters from two doctors stating Mom's incapacity. So many POA's do not understand the springing concept and will not carry out their responsibilities appropriately or lawfully.
Helpful Answer (0)
Report

Get adult services in volve since you say your sister is spespending her money
Helpful Answer (0)
Report

I would contact the attorney who did the initial documents and Adult protective services (ADS) where your mom is located. ADS will investigate and as long as you have not received legal notification that the POA's have been rescinded by an attorney you have the right to act in your mom's best interest. If your sister did have your Mom recind the documents your attorney can file for guardianship and you will get your day in court to address this as undue influence. I will pray for your Mom's best interest.
Helpful Answer (0)
Report

Military made me guardian shipand sponsor over my mother. The system gotmy sister to handle very little money and wouldnot give my mother her money when need. She and youngest brother broke down the family. She did not care about my mother. now she on her death bed. I was the care giver andvery much was disrecptive by all the family. They did not left one hand incare. Come over talking none sense tomy. I use up all resources and plus went school and just graduate this October. Now I will get myself backmy feet. Family member are very messy and unconcern with people been sick. They say ugly things about one doing everything. They pick up about money and boasting what they have. So I been there for two years with messy. I interfere talk down to you badly. Do not know what going on. She now my is leaving us. Get letter from lawyer and doctors. Block this person with a lawyer.
Helpful Answer (0)
Report

Well, your sister must have been pretty quick off the mark. If you believe your mother has dementia and needs ALF, how come your sister was able to get her admitted to an ILF far away from you? Where were you while all this was going on?

Where, and with what support, was your mother living before sister arranged the midnight flit? Is it possible she felt the need to intervene because she believed you were failing to act on your various powers of attorney? Or, at least, is that what she's planning to tell the judge?
Helpful Answer (0)
Report

I feel for you. I had to hire an attorney in long beach ca
Paul Velasco
He's excellent
Helpful Answer (0)
Report

I had a situation with my sisters that I reported to Adult Protective Services. Because my Mom told the investigator that my sisters had her permission to spend her money as they wished (which, of course, is on themselves), that the state investigator didn't do anything about it. According to one of my sisters, Mom's dementia was noted in her medical records, but that probably isn't true, since the case was closed just on my Mom's statement alone. So, nothing happened and my sisters are still going about taking my Mom's money.

I went to an Elder attorney, but the laws are so new in our state regarding Elder Financial Abuse, that he was charging us for doing research. We can do that ourselves.

Be prepared that you can spend literally thousands of dollars bringing charges against your siblings, and nothing will happen. That is just the reality.

I ended up choosing to walk away from my family of origin, am getting extremely helpful counseling to manage it all for myself. It is not worth the heartache or the money.

If your Mother wants your help, your result may be different. Good luck.
Helpful Answer (1)
Report

If you are the POA for your mother's finances, you should be able to contact the bank to find out if any money has been taken out of mom's accounts. Your statement of "I believe......." leads me to think that you have no absolute proof about anything & this could be all speculation on your part.

Where was your mother living before this? Was she in her own house? Was she living with you? Perhaps you should take your mother into your own home to take care of her to make sure she is where you want her to be. I don't know what the difference in Independent living with services coming in & out vs. "trained" Assisted Living----wouldn't the "trained assisted living" be a skilled nursing facility, a.k.a., nursing home? If she needed this, why didn't you take care of it before your sister grabbed the reins & took over, especially since your mother has dementia?

There's a lot that we don't know here. You state that you "need to be in charge of her health care and financial decisions"------why? Because this was her "intent" before she got dementia? How bad is the dementia? Your mother can change anything at any time & she doesn't need your consent to do it.

I'd like to know what your sister's side of the story is.
Helpful Answer (0)
Report

An attorney specializing in wills, trusts, etc. would be your best bet since you are the original MPOA and POA for your mother and your sister has usurpted your authority. Move her to an assisted living facility if the current one does not have memory care. Having had(have) three sisters who were as awful as yours, I can only say get this toxic person out of your life and just deal with all the responsibilities that come with caring for a loved one with dementia. You will need all your strength and energies devoted to your mother.
Helpful Answer (0)
Report

It's obvious from some of the responses above that there are caregivers who are very angry and resentful at being the one's who are doing most of the caregiving. Remember, you make the choice to do this, whether you realize it or not.

Caregiving does not ever, NOT EVER, give a child to take advantage of their elderly parent. Do NOT assume that all caregiving children do not feel entitled to take advantage. Believe me, it happens ALL the time.

My sisters know exactly what they are doing. And they DO feel entitled to spend my mother's money on themselves, WITHOUT her knowledge. My mother does not want to see any of her children get into trouble. She will say anything to make sure that doesn't happen. She also has been completely groomed over a period of time to believe anything they tell her.

Instead of just immediately assuming that the siblings are doing no wrong, you would be wise to read about Elder Financial Abuse. It is real and it is rampant. And there is VERY little that can be done about it.

Most caregivers are NOT taking advantage of vulnerable elderly adults. To be so quick to judge those of us who are trying to do what is right by our parents, you only make the situation worse, for yourselves. You really do.
Helpful Answer (0)
Report

Keep records of everything, phone calls, visits, everything. You can consult with Adult Protective Services and/or an attorney. If you mom is not capable of making decisions due to dementia then she would not be able to change the advance directive/health care agent. It's always difficult when siblings disagree what's best for mom, but if mom completed the paperwork for you to be her agent before she became unable to make decisions, then I would think she picked you for a reason. Family conflicts are the worst. You must do what is best for your mom, despite what your sister wants. I wish you good luck.
Helpful Answer (2)
Report

I would make a report right away with Adult Protective Services. Then do a google search for attorneys who specialize in conservatorship litigation in California. They will usually give you a free consultation, so I would call several of them. Then you can decide how you wish to proceed. Unfortunately, it can be a very costly proposition. The system is not fair, but that is the way it is set up. There is a court assisted mediation program that I believe is free, but you can ask the attorneys about that. Best of luck.
Helpful Answer (0)
Report

This is why when I told the lawyer that I trusted my brother completely when it came to guardianship and both medical and financial issues of our Mom, she almost fell off her chair. I realize most people fight over parents, money etc. and who has the power. Whether is stems from dysfunctional family dynamics (we have ours) or plain greed or false sense of 'what is right'.

At this point get a lawyer who only does elder law. (not the local nice guy who does it all in your neighborhood) They will help you navigate the system and give you sound advice about everything you need to do. Your lawyer will also let you know if they think the court might appoint someone else to handle your Moms affairs - which can happen. But since your Mom has dementia, at this point she needs guardianship.
Helpful Answer (1)
Report

Isn't it a condition of being enduring power of attorney to only act in your mothers best interests? I'm guessing your mother was of sound mind when she made the decision for you to take care of things. And if this isn't the case anymore how was this all changed over. Definitely seek legal advice. My father has chosen me as his EPA, he knows I would never do wrong by him. Your sister has no right to be spending your mums money on herself. It's a tough one, good luck and god bless
Helpful Answer (0)
Report

You can change a POA anytime in CA, as long as the attorney thinks your mother is of sound mind! And it doesn't matter if they were diagnosed with dementia, as long as they sound like they know what they're talking about, no one cares. I know, my mom did 2 POA in 2 months. I've been fighting the 2nd one for 2 years and have gotten nowhere, just spent a lot of money, so I've decided to back off and remove myself from the situation. The second one listed a so called friend of my mothers as POA. The system really sucks, sorry APS and elder law lawyers and most of the doctors my mom had been seeing for the past 3 years were no help. Lawyers take your money, APS thinks if you know the day, year and your birthday and can still talk, you're fine, they never investigated anything. Good Luck, document everything and be prepared to spend a lot of money!!!
Helpful Answer (0)
Report

There is an abundance of good advice on here. I would like to add a twist. This happened to my sister and I. My mother played us both against each other ever since we can remember. She puts on a very sweet act to get what she wants. She had my sister and I at odds constantly telling us how the other was doing "whatever". We avoided speaking to each other thinking the other was trying to take advantage of "poor" mom, which worked out well for Mom's little games. However she pulled a move that totally exposed her, and it opened our eyes to her Dementia and Narcissism. Once we realized what was really going on and pulled together it was quite the eye opener. We are working together now. Be sure to get a full picture and not just a one sided one especially if all the info is coming from Mom with Dementia.
Helpful Answer (2)
Report

If you originally worked with an elder lawyer the first time, definitely consult with that one now. Your set of papers were notarized too, right? You need to hold your sister accountable for her actions...Your mother's state of mind will be a very significant factor for an elder law attorney to consider this time around. Good luck. Don't wait.
Helpful Answer (0)
Report

All of you should take your concerns and hard evidence to the nearest Surrogate Court Judge. Subpoena's have a wonderful way of clarifying the intentions of all parties.
Helpful Answer (1)
Report

The original POA should still be valid, one person has been diagnosed as having dementia or Alzheimer's that paperwork can't b changed unless the original POA has mismanaged mom finances or neglected her in some fashion. I will be praying God will favor you.
Helpful Answer (2)
Report

If you had DPOA and your sister got it change AFTER your Mom already had the dementia, it's not legal as your mother is no longer of sound mind to make this type of decision.

It doesn't sound like you are really up on what is currently happening or you would know for sure if your sister was using Mom's money. I had everything you state you have and I held the checkbook and I balanced each statement so I would have known for a fact if said sister was using Mom's money.

Family disputes like this are always bad, everyone wants their own way and it gets nasty. Everyone gave you some great advice and you need to see an Elder Law Attorney. It sounds like you have your work cut out for you!

Good Luck!
Helpful Answer (0)
Report

Good point made by stressed. It is the responsibility of the POA to know when it is necessary to step in. POA also has access to financial and medical records so no reason to not know what is occuring with Mom.

Do not make up things to report to APS. False reporting to social services agencies is now considered a crime in many jurisdictions. Had my sibs waited another nine months to make their false allegations against me, they would have found themselves in trouble.
Helpful Answer (0)
Report

Ratherbefishing, my mom is doing the same thing! My brother is yet to fully understand the problem. She plays us both like a violin but I have figured her out. He hasn't because she plays to his ego. I am,so disgusted with my mom and my brother is not far behind.
Helpful Answer (1)
Report

Adult protective services, certainly, IF Mom is Not being properly cared for.
But not just because a sibling usurped your POA/control of Mom's situation.

It's common to 1st try to get an elder into a facility via the "Assisted Living", then move them to the nursing home portion once a room opens up.
BUT some facilities incorrectly place elders who are too far into dementia, into Assisted Living, just to get the money. They may not have a room in the higher-care unit, or, there's a waiting list, and entering via Assisted Living is the only way to get the elder in the door.

Elder "Ombudsman" is a State office that monitors how elders in facilities are cared for. IF they are improperly placed, and/or, not getting properly cared for, report to the Ombudsman's office, so they can investigate.

"Area Agency on Aging" has offices in about every County in the USA.
They can help you with a free lawyer to consult about this--you must make an appointment, and it's only a half-hour...if this case is going to go anywhere, though, you will need more legal help than that session can offer--they will refer you. This agency helps seniors with many aging issues, from bits of free legal advice, to in-home help contacts and many others.

If you and/or Mom are below income, or borderline, you might check with your "State Attorney General" office for your State, to see if they have a Legal Aid project. In WA, for instance, they have the NW Legal Project, and people can do a screening online to see if they qualify, and it leads the applicant through income qualifiers as well as legal situations to seek help for. One of the categories includes Elder law.

Relatives can totally muck things up sometimes!
About Mom being "of sound mind", becomes a moving target, unless there is actually a Doctor's statement that Mom was diagnosed as mentally incompetent as of a certain date, which predates your sister's new POA for herself.

If Mom was not diagnosed incompetent, and Sister got her to appoint her the new POA to handle her care and money, you are screwed out of that position....Unless and until you can prove she has caused losses to your Mom, or neglect or harm; then it requires tangled legal maneuvers, to get Sister judged as inappropriate for Mom's well-being and care, and get the control restored to you.....OR, the judge could drop all relatives from any control, and put Mom's care and well-being into the hands of a "disinterested 3rd party" as her guardian, who would be paid for that service from your Mom's funds [if she has any left].

It can be very difficult to remove control of an elder's estate from someone who took it away from you, depending on How Many legal things they have executed:
One Gma had her entire estate set up exactly how she wanted it, while she was in very sound mind.
Her brother-in-law hated how she'd set up her estate, wanted it for him and his wife ["Gma's sister, who didn't really care].
That BIL led Gma by the hand once she was feeble-minded, very ill with chronic disease, and took her to a new [crooked] lawyer, and the lawyer's son, also a lawyer, and totally changed everything.
Mind, this BIL was himself dying of cancer, and saw little if any of it! The new lawyer set this BIL up as POA and Executor, AND executed a new will, essentially giving Dad pittance from Gma's rather large estate, tiny token kiss-offs to 4 grandkids, and topped it off by including a threatening codicil stating that if anyone even whispered a question about this new will, no one would get anything [except the BIL], and the larger portion of the estate would go to the Boy Scouts
[Gma never would have done anything like that--she'd wanted Dad to have her home, her furnishings, and made sure he had a nice stipend to live off of]. Instead BIL made sure the entirety of her belongings got auctioned off, the house sold, all to line his pockets. When the end-date of Dad's stipend ran out, the bulk of what was left...went to the Boy Scouts, leaving Dad and Mom barely getting by.
There are far worse stories around, even, than that.

It was not realistic for Dad to contest the will. He died, leaving Mom to deal with it. It took decades to get the CA State Bar Assoc. to examine that lawyer and his son, who took over all the "plum" estates he'd set up to handle [for a nice profit], and divest the surviving son, who'd been badly handling all those estates.
Mom ended up getting installed as Executrix of Gm's estate, but it was too late to do anything but manage it as-is. Only, as Executrix, she got a bit of a stipend for doing the handling.
====KEY: she was only able to do that, when she could prove several years worth of that lawyer failing to handle the IRS and CA State tax aspects of the estate.
But it didn't change the new will at all...that damage had been done and tied up in knots. So to keep the mingy stipend coming until it's end-date, Mom had to handle the new will as-is, or lose her tiny stipend to the Boy Scouts.

You have to decide how badly you want to get things changed.
Are you willing to turn over control of Mom's estate to a 3rd party Executor ordered by the Court?
Are you willing to relinquish any/all contact with your sibling[s]? [because this sounds like war!]
If your sibling got codicils written into paperwork like that BIL got into my Gma's, are you willing to rock that boat, lose it all anyway, just to get your sibling out of the control seat?
Only you can decide, based on what you are able to learn about what your sibling has done.
It's very hard, can be very painful; the consequences can be some you never dreamed could ever happen.
It's so sad that people devolve into this kind of behaviors. I hope this all gets straightened out properly!
Helpful Answer (0)
Report

I really don't know what kind of attorney you would need but if you are the POA you need to get a close view of what is going on with mom's money. Its so sad when family members take advantage of their parents, when their sick with demetia and can't remember its sad and it happens more and more. I hope you can find someone and take care of your mom because if your sister spends all the money, then if something happens to mom its all may end up in your lap which isn't fair. praying for you.
Helpful Answer (2)
Report

This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter