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Home→Tags Agent’s duties 1 2 >>

Tag Archives: Agent’s duties

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Agent Had Power to Liquidate C.D.s with Beneficiary Designations

Posted on July 18, 2024 by Daniel EvansJuly 18, 2024

The power of an agent to engage in “banking and financial transactions” gave the agent the power to liquidate certificates of deposit created by the decedent (referred to as “Totten trusts”). The beneficiary named on the C.D.s raised other issues … Continue reading →

Posted in Opinions | Tagged Agent's duties, Agent's powers, Beneficiary designations, Totten trusts

Claim for Liquidated Totten Trust Denied

Posted on May 12, 2024 by Daniel EvansMay 12, 2024

The power of the decedent’s agent to “engage in banking and financial transactions” included the power to liquidate certificates of deposit that were “Totten trusts” with beneficiary designations in favor of the appellant, and the appellant failed to adequately develop … Continue reading →

Posted in Opinions | Tagged Agent's duties, Agent's powers

Fiduciary Duties of Agent

Posted on December 20, 2023 by Daniel EvansDecember 20, 2023

Although the decedent’s daughter denied acting as agent for her father under the power of attorney for which she had signed an agent’s acknowledgement, she was found to have acted as agent, and to have fiduciary duties to her father, … Continue reading →

Posted in Opinions | Tagged Agent's duties, Breach of Fiduciary Duty, Confidential relationship, Fiduciary duty, Power of Attorney, Undue influence

Agent’s Deposit into Joint Account Was a Breach of Fiduciary Duty

An agent’s deposit of a refund check payable to the principal into a bank account in the joint names of the principal and agent was an act of self-dealing and a breach of fiduciary duty by the agent because she … Continue reading →

Posted in Opinions | Tagged Agent's duties, self dealing, surcharge

No Action against Lawyer for Acts of Agent

An action for tortious interference with a right of inheritance cannot be brought against a lawyer for inter vivos transfers when the lawyer (a) prepared a power of attorney naming an agent who later abused the powers granted to the … Continue reading →

Posted in Opinions | Tagged Agent's duties, Tortious interference

Agent Must Return Joint Accounts

An agent abused her powers, and was ordered to return joint accounts to the estate, when she added the principal’s money to accounts that were in the joint names of her and the principal, knowing that the money would become … Continue reading →

Posted in Opinions | Tagged Agent's duties

Agent Surcharged and Ownership of Homeowner’s Insurance Proceeds Determined

When the principal and agent shared a home that was in the joint names of the principal and agent, and had agreed to divide living and maintenance expenses, the agent was not surcharged for installing new windows when there was … Continue reading →

Posted in Opinions | Tagged Agent's duties, Agent's liability, Joint Tenancy, Property insurance

Agent Failed to Preserve Intestate Distribution

Trust created by agent under power of attorney was invalid because the agent failed to preserve the principal’s estate plan, the principal having no will and the trust benefiting only three of the principal’s seven children.  Capobianco Estate, Power of Attorney, … Continue reading →

Posted in Opinions | Tagged Accounting by agent, Agent's duties, Intestacy, Power of Attorney

Gifts by Principal to Agent

The power “to make gifts, including gifts to my agent,” that was included in a power of attorney signed in 2006, was unlimited, and not limited to gifts to spouse and issue, when the principal had no spouse or issue … Continue reading →

Posted in Opinions | Tagged Agent's duties, Power of Attorney, Unlimited Gifts

Agent Had no Duty to Elect Against Will

An agent under of a power of attorney did not have a duty to claim an elective share of the estate of a deceased spouse when the surviving spouse was entitled to a gift in trust equal to the elective … Continue reading →

Posted in Opinions | Tagged Agent's duties, Estate recovery program, Medical assistance, Spousal Election

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