Elawyers Elawyers
Ohio| Change
Questions on 

Elder law

Can a person holding a Power of Attorney from a Joint Tenant change the terms of the joint tenancy?

Is it legal for a person holding a Power of Attorney from one Joint Tenant (with Rights of Survivorship) to gift the interest of that person to the detriment of the other Joint Tenant?

Example:

(a) Husband and wife (Jason and Mary) own a house as joint tenants. When they buy the house, the title is in joint names. The expectation is that on the death of Jason, the husband�s (Jason�s) share of the house will go to the wife (Mary).

(b) Jason falls ill.

(c) Jason gives a Power of Attorney to his daughter, Jennifer.

(d) Jason�s Power of Attorney has a Major Gift Rider which is supposed to protect his estate for his care and for his wife (Mary).

(e) Jason�s Power of Attorney does not allow gifts to extended family members, for example, to his son-in-law (Fred).

(f) Jason�s health situation deteriorates and he is no longer able to make any decisions.

(g) On coercion from the son-in-law (Fred), the daughter (Jennifer), who has the Power of Attorney, decides to gift Jason�s share to her own husband (the son-in-law, Fred). This is done in secrecy. Mary is not told. Jason is taking his last breaths and is unable to give his consent. Jason did not authorize this gift.

(h) On Jason�s death, Mary now owns the house with her son-in-law (Fred) even though that is not what the joint ownership agreement was when it was drawn up (as evidenced by the deed), and it was not the wish of either of the joint tenants (Jason and Mary).

(i) When Jason is being buried, the son-in-law (Fred) demands half of the value of the house from the other joint tenant (Mary) even though he (Fred) did not pay a penny towards this house and Jason did not intend to give Fred his share of the house.

Are there any legal precedents or laws either approving or disapproving Jennifer�s actions?

Asked in MA May 19, 2022
Tag: 

# 1,982

Can't find what you're looking for?

Post a free question on our public forum.
Ask a Question
Search for lawyers by practice areas.
Find a Lawyer