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My mother excluded me from her will — before she died, my sibling cashed out her annuity policy, on which I was a beneficiary. Should I sue my family?

January 24, 2023

Farrell Fritz Partner Neil V. Carbone was quoted in a recent MarketWatch Moneyist column regarding a potential estate dispute.

The devil is in the details, says Neil V. Carbone, a trusts and estates partner at Farrell Fritz PC. Did your sibling act within their rights as POA? “One would have to review the power of attorney to see whether it granted a power that would authorize the transaction in question,” he told me. “If it did not, then it’s possible that a court would void the transaction.”

Read more of Neil’s insights here (subscription may be required)

Also shared on msn.com (among others): My mother excluded me from her will — before she died, my sibling cashed out her annuity policy, on which I was a beneficiary. Should I sue my family? (msn.com)

 

  • Related Practice Areas: Estate Litigation, Trusts & Estates
  • Featured Attorneys: Neil V. Carbone
  • Publications: MarketWatch