What is the name of your state (only U.S. law)? Oklahoma
My Mother lives in Montana and is 90 years old. She has changed her will and I was told by her that her Attorney suggested the change. Additionally, I questioned the handling of My Mothers Financial investments by her Financial Advisor and he told my Mother that I was only interested in her money and that she should do nothing to help her family. I now understand that her attorney and financial advisor have (together) convinced her to put everything into a trust with the financial advisor in control of the trust and her attorney is now the administrator of her estate and in control of her assests should anything happen to her to include making any medical decisions for her. My Mother is fairly wealthy and I am concerned. My siblings and I would like to know that in the event of our Mother's Death is it possible to challenge the will and the trust due to wrongful influence. We do not want to challenge anything at the present time and cause problems with our parent. As a note, my Mother lives in a very small town (less than 6000).
Your advise and referral to an attorney in Montana would be greatly appreciated.
My Mother lives in Montana and is 90 years old. She has changed her will and I was told by her that her Attorney suggested the change. Additionally, I questioned the handling of My Mothers Financial investments by her Financial Advisor and he told my Mother that I was only interested in her money and that she should do nothing to help her family. I now understand that her attorney and financial advisor have (together) convinced her to put everything into a trust with the financial advisor in control of the trust and her attorney is now the administrator of her estate and in control of her assests should anything happen to her to include making any medical decisions for her. My Mother is fairly wealthy and I am concerned. My siblings and I would like to know that in the event of our Mother's Death is it possible to challenge the will and the trust due to wrongful influence. We do not want to challenge anything at the present time and cause problems with our parent. As a note, my Mother lives in a very small town (less than 6000).
Your advise and referral to an attorney in Montana would be greatly appreciated.