When Did We Criminalize Sharing?
By Doug Chalgian on August 6, 2023
I have this case that is making me think (well they all do, but this one maybe moreso). I represent a grandson who took over caring for...
Nurse Helps Sick Man … Loses License
By Doug Chalgian on March 24, 2023
The undisputed facts seem to be that a man met a woman at a casino. The man was 75 years-old, had cancer, and had recently lost his...
Published Opinion Clarifies Burden of Proof for Breach
By Doug Chalgian on March 5, 2021
The burden of proof required to surcharge a fiduciary for breach of fiduciary duty in Michigan is a preponderance of the evidence. This is made clear in...
Looking at Financial Exploitation as a Drug Deal
By Doug Chalgian on March 11, 2020
This is admittedly an offbeat post. Take it for what it’s worth. General Concept We are all dopamine addicts. We spend much of our awake lives seeking validation...
Reflections from a Costly Goose Chase
By Doug Chalgian on March 3, 2019
The crux of this unpublished opinion is whether the cost of litigation initiated by a conservator that turns out to be a big waste of money, should be...
New Article on Exploitation Cases
By Doug Chalgian on February 21, 2019
I mentioned this article in a prior post. Something I wrote that was published in this month's Michigan Bar Journal. If you haven't seen it, and want to...
Peter’s Principles and Our Evolving Understanding of Exploitation
By Doug Chalgian on April 18, 2017
I heard Dr. Peter Lichtenberg speak the other day about his research on financial vulnerability in older adults, and more specifically, how and why he developed the Lichtenberg...
Medical Experts Carry Conservatorship Case
By Doug Chalgian on December 2, 2016
Nice analysis in this recent unpublished COA opinion. Click here to read In Re Conservatorship of Stephen Michalak. Congrats to my colleague Valerie Kutz-Otway for her successful advocacy...
Bittner’s Bite
By Doug Chalgian on September 13, 2015
So we have a new published opinion on a probate court case – something unusual these days. In Re Conservatorship of Shirley Bittner was published September 8, 2015. ...
Good Guys Win Financial Exploitation Case
By Doug Chalgian on February 6, 2015
Frances and Elizabeth Stafford were sisters in the Bay City area. When Elizabeth died, her trust continued for the benefit of Frances. Frances was a vulnerable adult, physically...
- All
- Aging Issues
- Appeals Michigan Court of Appeals
- Asset Protection
- care giving
- Cases, Statutes and Court Rules
- Estate Administration
- Estate Planning
- Government Benefits
- Hospice
- Household Goods Medicaid
- Litigation and Financial Exploitation
- Ambiguity
- Attorney – Client Relationship
- Attorneys Fees
- Beneficiary Designation
- breach of fiduciary duty
- Capacity
- Capacity to Retain Counsel
- Construction of Will or Trust
- Constructive Trust
- Discovery
- End of Life
- Estoppel
- Expert Witness
- Fiduciaries
- Financial Exploitation
- forgery
- Guardianship and Protected Persons
- Joint Accounts
- laches
- Marriage
- Mediation
- Mistake
- Power of Attorneys
- probate court jurisdiction
- Sanctions
- Settlement Agreements
- Standing
- statute of frauds
- statute of limitations
- stepchild
- Summary Disposition
- Tortious Interference with Inheritance
- Trust Termination
- Unconscionable
- Undue Influence
- Wills and Trusts
- wrongful death
- Long Term Care Insurance
- mental illness
- Minor Guardianship
- Nursing Homes
- Real Property
- Special Needs Planning
- Uncategorized
- Vulnerable Adults
- writing