Legal Question in Wills and Trusts in Michigan

My mother is in assited living with dementia. I have power of attorney and am the executor of her trust. Do my brothers have a right to see the trust documents before she actually dies?


Asked on 10/19/12, 6:36 am

1 Answer from Attorneys

Don Rosenberg Barron, Rosenberg, Mayoras & Mayoras, P. C.

NO!. Sounds like vultures circling. As power of attorney though you do have an obligation to account for your acts and finances while you are the attorney-in-fact. It sounds like you should make sure that you keep detailed records for later. You should also keep track of your time and expenses, just in case.

If there is nothing unusual in the documents transparency would not hurt.

My practice is limited to specializing in issues concerning disability, estate, long term care, nursing home, Medicaid and special needs planning. I am the President/Chairman of the Board of Directors of the Alzheimer�s Association - Greater Michigan Chapter (have been for 4 years) and member of the Association's executive committee; Member of National Academy of Elder Law Attorneys and have been listed since 1991 in the Academy's Experience Registry. Also I am a past Chair of the Governing Council of the Elder Law and Disability Rights Section of the State Bar of Michigan. I am also a Charter Member of the Academy of Special Needs Planners and Member of the Financial and Estate Planning Council of Metropolitan Detroit. Once again I have been named in 2012 and have been selected in years 2009, 2010 and 2011 as a "Superlawyer" which designates that I am in the top 5% of lawyers in the country in my field. I am also an accredited attorney with the US Department of Veterans. I have been recently selected once again In 2012 by Hour Detroit and Dbusiness Magazines as 5 Star Wealth Manager in the area of estate planning and received the award for the years 2011 and 2012.

Here is my background. [email protected] if you have any questions.

Don

Read more
Answered on 10/19/12, 6:52 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in Michigan