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Blame Game

This is a true story about a mother and daughter and  about the blame game.  We have a now former client who passed away over one year ago.  When she moved on she had dementia. The mother had purchased a new trust in 2010 directly from the attorney in the company.  She was very specific about her beneficiaries and directions for closing out her estate.  She had also inherited a home from her mother.  Without the services of our attorney, she transferred the home from her mother’s trust to her own personal name.  During the course of preparing the trust she did not discuss her mother’s home.  Upon completion of the trust, she even drove to the attorney’s office and he personally notarized all her documents.  There was no mention or discussion of her property.  The attorney, who has since retired, was a very particular type of person.  He did not put her home in the trust to avoid probate which was an unusual act for him.  Now let’s skip to 2022. The daughter discovered her mother’s trust and that the home is not in the trust.  She is furious.  She now begins the blame game.  She said it was our fault that she has to go through probate.  Mind you this is twelve years ago. She is also trying to blame the attorney.  As he received the check directly for the work, she cannot say it was our fault.  The attorney is now checking through all of his files as according to the law in the state of California he must retain any active files but files past seven years may be destroyed.  The late client obviously had her reasons. She had ten years to put it into the trust but she never did.  The daughter calls the office frequently playing the blame game but it is simply not our fault.  We did not receive payment, the attorney did.  It is also past the date to sue. However, if she can find an attorney who will take the case, good luck.  When someone plays the blame game on you, I hope you remember this story. The Good Gus Series is available online at Kindle, Nook and Waterstones. Hard copies, personally autographed, are available through our website along with past blogs for your reading enjoyment. Now available audio and videos for the Good Gus series on YouTube! Digitizing for all the books are available now on YouTube! “Misplaced Trust” is now available on Amazon in e-book form. It is also available digitally at  Just this story is one of the main reasons reading “Misplaced Trust” is so valuable. If you are thinking of a Will or a Living Trust, “Misplaced Trust” will give you the information you need to make an informed decision.

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