Legal Question in Wills and Trusts in California

If Person A has power of attorney over Person B for managing his or her money does Person B still have a say so regarding how some of that money is used? I have an uncle who has POA over my mom and dad (dad's deceased now, and when alive he was eager to assist in any way necessary) and he doesn't seem to be acting in accordance with POA. I'm not employed (no unemployment benefits) and helped mom and dad substantially financially, and she wants to pay me back here and there. Mom would like him to (she's too easygoing and not forthright), and has asked him to assist me with small amounts of her life insurance and dad's pension, but he being a hardliner is barely cooperative. He maintains in lieu of financial assistance from her accounts, that I should get a job, but unemployment is very high.


Asked on 12/10/11, 5:15 pm

3 Answers from Attorneys

George Shers Law Offices of Georges H. Shers

A power of attorney only has effect when the other person can not do something, because they are out side the country so can not sign the contract, are too sick to go where the contract is to be signed, etc. Your mother is mentally capable so can do whatever she wants with her money [if she were not competent, a conservator should be appointed]. It sounds as though the money might be in a trust and he is the trustee so can decide, consistent with the trust rules and instructions what is to be done with the money in the trust. You and your mother need to speak to an attorney to find out what the situation is .

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Answered on 12/10/11, 5:48 pm

I agree with Mr. Shers entirely, except on one point. There is no requirement that the grantor of a POA be out of the country, or sick, or otherwise unable to physically be present to act on their own behalf. A POA can be granted and exercised purely for the convenience of the grantor. There are no limitations on when or how the grantor can permit the attorney in fact to act on their behalf. The only limitations are in the granting instrument itself.

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Answered on 12/11/11, 5:54 pm
Anthony Roach Law Office of Anthony A. Roach

A power of attorney is not the same as a trust. You mention that your father is deceased, and the power of attorney is revoked at his death for his financial affairs. At that point, only a trustee or a court appointed executor can act with respect to his property. A power of attorney is not a substitute for probate.

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Answered on 12/12/11, 7:31 am


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