2023-03-16
Seems like a flaw in logic. In order to claim undue influence by her relatives and financial advisor on my mother and to get an estate valuation, as I understood it my mother must be deemed incompetent by a Neurologist, and the attorney says the "bar is low" for competency. If she is deemed incompetent only? then I can claim undue influence, but I wonder if then no further changes can be made to existing estate plan.
Further, the attorney has proposed I retain him to fact find, to ask her attorney to divulge info, and to fact find the viable law. They don't ask for much. I proposed some questions again before retaining. I don't know if they will want to deal with me, therefore, but it's within my right to ask questions. Such as can I require my mother get this evaluation or would it be only a suggestion to her.
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from conversation with my doctor :
I want you to know I do feel badly about potentially doing this to my mother but her death is inevitable and better to be able find out what’s going on now before too late
my doctor:
No need to feel bad or guilty it’s much needed
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I asked her whether she thought I ought to retain the firm and said I still had lingering questions. She said: ask questions, no pressure.