Regarding that attorney / estate planning company that told my brother and or our parents that I could not be a trustee or have any part of their medical care or financial decisions because I live out of state (I live in Texas) I contacted Arizona State bar to report what might have been misconduct or wrongful information given to my family there. The state bar contacted this attorney, and these are the findings:“I spoke to Ms. xx. She represented your parents, not your brother. She said brother had agreed to start taking care of your parents. To that end, they needed to remove the assets from their (parents) trust because they would be applying for state assistance. She met with your parents, determined they had capacity, and they decided to give their assets to “brother”. They were permitted to do under the trust. I mentioned “brothers” statement to you about being an out of state trustee. She is not responsible for what “brother” says because he was not her client.”
I still have questions but they’ve closed the case and that’s that! I know Mom did not go see this attorney because she sent me a text that others meaning brother and his wife were going to meet with this attorney. Mom was not able to walk she was bedridden, maybe Dad went. I’m not sure.I’m not mad and I don’t want anything. Mom and Dad didn’t owe me anything. They took care of me. I’m trying to understand what happened here because this is not how Mom and Dad would’ve ever conducted things and not how they told me for most of my life how things were to be divided upon their death. I was in Texas and they were there. I’m single 63 now and doing my best to take care of myself. What ever they did there is all on them I had no part of it, but I still feel bad, sad and betrayed. I guess it’s really the lies. I can accept honesty. I just cannot accept lies! That makes me very unstable. We were brought up very strict and although I don’t follow their apostolic “Christian” belief system, my core values have never changed.. So to me lies are not acceptable! Brother can tell lies and ask for forgiveness and that makes it ok for them.
In the statement from the state bar regarding this conversation with this attorney, they had to move assets out of parents trust because they were applying for state care. Those documents were processed by that attorney. What about that five year look back. Did she not violate any law? I get it, It’s not the state bar job to look into that but something seems odd.. Wouldn’t attorney know that there’s a five year look back period and not make such changes? Idk… All done just a few months before and or during the period they were applying for state care. My brother told me a series of big lies over and over most of which I have recorded, My daughter visited them a couple of months ago and she told me she heard all kinds of things about me. I didn’t ask questions because it’s really hurtful to hear that. She was there on vacation and they were talking about me! They should’ve said it to me! They might have a lot to say but I have not done anything to these people nor to my parents ever and certainly never lied to them about anything. She thinks that parents didn’t want to hurt my feelings, not sure what that’s about. It’s all assumptions at this point. I just shut down whenever she started talking about it. Either way whatever they were saying brother and his wife does not speak for my parents which aren’t here anymore it’s already proven that he’s a liar so I’m not sure why they’re telling my daughter stuff and making her feel some kind of way about me. I was removed, erased completely there! Was it lies? What I was always told by mom and dad. Have they lied to me my whole life? That is very, very difficult to deal with. I do have trust issues badly.I no longer have a brother if I can’t trust you, I don’t want or need you. I am thankful for this forum and the wonderful people that take time out of their days to listen to all of us.
