Alarm or Alarming:
A Difficult Conundrum of Capacity, Undue Influence, and Action
Garee Gasperian – Law Offices of Garee T. Gasperian
Sam and Sara lived a modest suburban life while raising their two children, Jack and Jill, in their own home. They saved and where able to buy a home to rent. Sam and his brother, Tom, inherited some commercial real property which they put into an LLC. Sam and Sara were good planners and able to grow financial accounts. They prepared a trust and estate plan with the help of an estate planning attorney. Ten years ago, after 50 years of marriage, Sam was widowed. Sam’s current health makes taking care of himself difficult. Sam has memory issues as well as other common senior maladies. Sam and Sara wanted the surviving spouse to be cared for and thereafter everything to be equally divided among their two children. Jack and Jill are close in age but presently not close any other way. Jack is local but Jill lives in Iowa. Since his mother’s death, Jack has taken steps to become “in-charge” of his father, including trustee of the Trust and manager of the LLC and has done so without sharing this with Jill. Jill recently came to visit her dad and started to learn what Jack has done. She became suspicious and began to look into the changes. Jack then became suspicious that Jill was trying to unduly influence dad. Attorneys were hired and a conservatorship action filed.
Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available!
For SBEPC Members Only
Garee Gasperian is a South Bay trust and estate attorney with a legal practice focused on estate administration, probate, and senior law matters including conservatorships and elder abuse. He passionately assists seniors and their families with other age related issues and commonly works with other senior affiliated professionals to craft integrated senior care solutions. Garee grew up on the Westside of Los Angeles. He completed his undergraduate education at UCLA and legal education at U.C. Hastings College of the Law in San Francisco. He resides in the South Bay and his law office is located in Hermosa Beach near Hope Chapel. Garee is authorized by the court as a Probate Volunteer Panel attorney for conservatorships. He is currently president of the Board of Directors of Haven Academy of the Arts and former member of the Board of Directors for Cancer Support Community – Redondo Beach. Garee also donates pro bono legal services to ICAN (California Abilities Network), a nonprofit organization providing services to special needs impaired adults and he is a Deacon for his church.