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cdeh61 Asked August 2014

Is an attorney required to provide any information to family when they don't have the POA?

My husband's 97 year old Aunt gave financial POA to an attorney - medical POA to my husband. A health crisis 3 years ago caused these to become active. My husband has managed her care through a couple of hospital stays, eventually moving her to a Board & Care home from a SNF, mostly for better car but also to conserve funds. My husband and his brother are concerned about how the attorney is managing his Aunt's assets. All she will say is that his aunt will not outlive her assets and offers no accounting. How do we know that she is handling things properly??

pamstegma Aug 2014
Actually the POA or attorney are expected to keep all information confidential. If auntie is still sharp in the mind, leave it alone, you have no say. If you have FACTUAL information of financial abuse, call the attorney general.
If you are guessing, keep your mouth shut and your ears open.

freqflyer Aug 2014
That might come under client attorney confidentially, unless your husband's aunt had given permission for others in the family to know about her financial assets, etc.

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