Conservatorship of Moore

Good Law
Court of Appeal of CaliforniaSeptember 30, 2015B253538California3,157 words

Opinion

Opinion

Yegan, J.

Facts and Procedural History In 1993, Lester Moore and his wife, Lou Dell Moore, created the Moore Family Trust naming their daughter, Poppy Helgren, remainder beneficiary. After Lou Dell Moore died in 2001, Moore signed a Durable Power of Attorney appointing Helgren as his attorney-in-fact. After Moore's treating physicians notified Helgren that Moore suffered from dementia and lacked the capacity to handle his affairs. Helgren discovered that Moore was giving large sums of money to his girlfriend, Lieselotte Kruger. When Helgren brought this to Moore's attention, he accused Helgren of stealing trust money. Moore hired appellant to file an elder abuse petition and amend his estate plan. In October of 2010, appellant had Moore sign the following documents: (1) a partial revocation and modification of the Trust, naming appellant as temporary successor trustee of the Trust; (2) Moore's resignation as trustee; and (3) a Durable Power of Attorney appointing appellant as Moore's attorney-in-fact. The next day, appellant sent Helgren a letter accusing her of violating trustee duties. Helgren provided an accounting which showed that no funds were misappropriated. In…

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