is this cpa a con ?

[suzyq1]

What is the name of your state?Tn

a family friend of ours just passed away - he has only a step daughter - no blood kin - yet he has always given him money and helped his children from is dead wife's money he recieved

His cpa and his assistant and his caregivers were the only ones mentioned in the will - the prior wills had no mention of them


about 7 years earlier he had sold us a piece of property - the cpa had sent us a letter talking about him being confused and taking advantage of him - and him not being in his right mind

now that he is dead - only the inner circle is getting anything - now if the cpa said he wasn't in his right mind would that null and void everything up to that point .

there are about 8 friends of his that were verbally promised things and were in prior wills - are not mentioned now

the cpa and caregivers were dirty from the start they moved and 92 year old man from his primary dr for over 20 years to a new dr - and never alowed much contact with him except for the cpa - it just seems fishy that one caregiver is given a new car and 200,000 in this new will - what can we do ?

 

[Dandy Don]

What is the value of the estate?

Does anyone have access to any of the prior wills--the original, signed documents?

Was the stepdaughter mentioned in any of the prior wills?

Did this family friend have his wills drafted by a probate attorney or not?

It's obvious that this CPA and caregiver may have exerted undue influence to get the newer will created. They knew the man had almost no next-of-kin and "moved in for the kill" to take advantage of the situation.

Get a copy of their will from the courthouse and take it to a probate attorney for evaluation to see if you have legal grounds for contesting it, which will cost you a few thousand dollars upfront to retain an attorney to fight it--I would guess that you probably have a strong case. Look at the man's medical records to see if there is any mention of his mental state being affected.

DANDY DON IN OKLAHOMA ([email protected])