Tightening the Budget

Katie Yale Barnes in a client meeting.

Katie Yale Barnes in a client meeting.

Crissy Dixon had a client whose daughter was using the client’s funds for herself.  Crissy helped the client revoke the power of attorney and she drew up a new one.  She also contacted the daughter about recovering the money that the daughter had taken.  As in most of these cases, it was impossible to recover the money.

In the Elder Law Clinic, we take steps to avoid these situations.  One way is for students to send a letter to the agent explaining what the agent can and cannot do with our client’s assets.  This helps to protect the client and cuts down on “misunderstandings.”

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