A man who represents himself has a fool for an attorney...

Dear Len & Rosie,

My wife passed away two years ago and I have been harassed by her family ever since. Everyone wanted everything back that they ever gave us. Some people get crazy over money, but my wife’s children even fought each other over who got to keep the flowers at the funeral. They make me sick. They are animals.

My wife had a will which turned out to be invalid because it was it was partially written and partially typed. Her family got themselves an attorney to steal as much as they could. After two years, a settlement has been reached between their attorney and mine.

The strange thing is, my attorney fees are twice the amount of the settlement. Can the attorney fees be deducted from her estate? I need an opinion as my attorney balked on this issue.

Larry

Dear Larry:

There is an old saying that a man who represents himself has a fool for an attorney. What people need to understand is that a homemade will that makes perfectly good sense to the average person may have a lot of problems, and may even be totally invalid. You found this out the hard way.

If a person wants a will that has dispositive provisions more complex than “I leave everything to my spouse. If she dies before me, I leave everything to our children”, then that person should see an attorney to make a will, or accept the risk that things can go horribly wrong. People in second marriages, especially those with children from a prior marriage, should always see an attorney to make a will or trust.

Let’s get to your question. You want to know if your wife’s estate should pay your legal bills. It depends. If you were appointed your wife’s Executor by the probate judge, then you have a duty to defend the estate. That means your attorney fees would normally be paid by the estate.

But, you were also fighting your wife’s family as an heir of your wife. There is an inherent conflict of interest between your duties as executor, and your interests as an heir. As an executor, your duty is to administer the estate for the benefit of all the heirs, not just yourself. There is no way of really knowing how much of the attorney fees the estate should pay. That is why your attorney will not give you an answer.

To tell you the truth, none of that really matters. You and the family of your late wife have entered into a settlement agreement to dispose of her estate. All of you agreed to forget about what the law says and cut a deal to avoid having to fight it out in court any longer. You are basically stuck with the terms of the settlement agreement you have already signed.

Len & Rosie

Successor Trustees and Beneficiaries

Dear Len & Rosie,

My family has a living trust with two properties that amount to around $1.5 million and also a few hundred thousand dollars in cash in various bank accounts. My Grandmother and Grandfather were the owners of the properties and money until they passed away a couple years ago at the ages of 94 and 96. My father is 75 and is the last living child (both his brothers have passed), and according to my grandparents' trust has since acquired everything, although no paperwork has changed and everything still appears in my grandparents' names.

My father is having a lot of heart trouble and is in the hospital as I write after suffering his 4th seizure this morning, he is ok for now. The living trust has the beneficiaries in order of my father, my oldest brother, my middle brother and then me. Both of my brothers have moved out of the state so my father and I would like to amend the trust to list me as the primary beneficiary. I am the one who will have to deal with everything anyway when my father passes.

Toby