${site.data.firmName}${SEMFirmNameAlt}
Throughout Southern California
310-324-9403
Toll-Free
866-402-1805
View Our Practice Areas

Will Changed After Dementia Diagnosis Raises Red Flags

When might a police commission get involved with estate litigation? When a new will created after a patient was diagnosed with dementia leaves nearly $3 million to a previously-unnamed beneficiary ... who just happens to be a police sergeant.

In 2009 Geraldine Webber made a will to divide her estate. This will left one-fourth of her estate to each of Portsmouth, New Hampshire's fire and police departments. In addition, a couple of charities were each designated to receive $500,000. Webber's disabled grandson also was named a beneficiary.

In 2010, Webber was diagnosed with dementia. In 2012 she made a new will, giving $2.7 million to police officer, Sgt. Aaron Goodwin. He was not named as an heir in the original will. In an article titled "Police Commission authorizes probe of Goodwin's inheritance," Seacoast Online provides the full story. The police commission has announced that once litigation over the estate ends, it will officially look into the circumstances of Goodwin's inheritance.

While it is not common for a police commission to look into a single inheritance, the underlying issue in the case is quite common. When someone who has been diagnosed with dementia creates a new estate plan litigation frequently ensues over its terms, especially if the terms of the plan have been changed substantially. Why? Because a person must be mentally capable of creating a will, even though a person with dementia can make a new will. In some cases it is necessary because of changing circumstances. However, it is important that those who stand to inherit under the old will are informed of the new circumstances and why the will is being changed. Taking that key step can help to avoid costly litigation.

When making a will or making a new will, be sure to consult with qualified legal counsel sooner rather than later.

For more information, please visit my estate planning website.

No Comments

Leave a comment
Comment Information
Email Us For A Response

Find Out The Difference That Experience And Expertise Makes

Get the peace of mind that you deserve. First, attend a seminar. This will entitle you to a free initial consultation and a discounted estate planning fee. To learn more about our services or sign up for a seminar, contact us online or call us at 866-402-1805. We have offices in Torrance, Orange, Newport Beach, Pasadena and Woodland Hills.

Questions? Contact Us.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Call Now For A Free Consultation: 866-402-1805
  • ${site.data.firmName}${SEMFirmNameAlt}
  • Main Office: Torrance

    Torrance Office
    990 West 190th Street
    Suite 500
    Torrance, CA 90502

    Toll Free: 866-402-1805
    Map & Directions

    Orange Office
    333 City Boulevard West
    17th Floor
    Orange, CA 92660

    Toll Free: 866-402-1805
    Map & Directions

    Newport Beach Office
    5000 Birch Street
    Suite 8000
    Newport Beach, CA 92660

    Toll Free: 866-402-1805
    Map & Directions

    Pasadena Office
    790 East Colorado Boulevard
    9th Floor
    Pasadena, CA 91101

    Toll Free: 866-402-1805
    Map & Directions

    Woodland Hills Office
    5850 Canoga Avenue
    4th Floor
    Woodland Hills, CA 91367

    Toll Free: 866-402-1805
    Map & Directions

    Office map
Check out The Law Firm of Kavesh, Minor & Otis on Yelp
Check out Kavesh Minor & Otis on Yelp
Check out The Law Firm of Kavesh, Minor & Otis - Orange on Yelp
Check out The Law Firm of Kavesh Minor & Otis - Pasadena on Yelp