Avoiding Power of Attorney Disputes

July 1, 2015, Timothy Matthews Podcast Transcript

Tim shares his wisdom and insights on some of the complicated situations that families can find themselves in because of financial disputes. During our conversation he addresses the following questions.

  • What factor is one of the major causes of disputes over a power of attorney?
  • What does “accountability” mean in this context?
  • Can you describe some examples of family disputes in this area?
  • What steps might an attorney take to be proactive in preventing disputes?
  • What does “passing accounts” mean?
  • Who pays the costs of “passing accounts”?
  • How does accountability fit in with compensation for the attorney’s services?

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