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Yo_Mama_Been_Loggin

(107,986 posts)
Mon May 4, 2020, 02:12 PM May 2020

She needed a will. A lawyer named himself the main heir to her $1.7 million estate.

Friends remembered Wilma Williams as fiercely independent, but a stroke left her in a wheelchair and reliant on hearing aides as large as headphones the day her attorney arrived with a plan to divvy up her $1.7 million estate.

The 93-year-old military widow with no children had nieces and nephews, but Bob Machen personally drafted a will that made himself her primary beneficiary and his son — a man she had never met — a possible heir as well.

Machen said the will represented the wishes of a woman who was like a sister to him and who he helped for years. He claims he watched as she affixed a scribbled signature to the document in a Fairfax County rehabilitation center on July 31, 2018.

Williams died 10 days later, and her relatives said they were stunned to eventually learn that Machen was poised to reap a $1.5 million windfall while they would receive modest bequests. They couldn’t believe the will truly represented Williams’s desires and decided to challenge it in court.

They say the case is a particularly brazen example of the financial exploitation of the elderly, a problem that is rapidly increasing as the senior population grows. The number of people aged 65 and older is projected to double between 2018 and 2060, according to government figures. Various estimates put their losses from fraud between $2.9 billion and a staggering $36.5 billion each year.

Wilma Williams fits the profile of a prototypical target. A MetLife study reports that twice as many elderly women are taken advantage of as men and that most victims live alone, like Williams did. Her case is likely to be a preview of many to come.

https://www.msn.com/en-us/news/crime/she-needed-a-will-a-lawyer-named-himself-the-main-heir-to-her-dollar17-million-estate/ar-BB13ydho?ocid=NL_ENUS_D1_20200504_8_2

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She needed a will. A lawyer named himself the main heir to her $1.7 million estate. (Original Post) Yo_Mama_Been_Loggin May 2020 OP
Look good and see who has invested heavily in nursing homes malaise May 2020 #1
They should put time limits on wills jimfields33 May 2020 #2
This is practically a textbook case of why people PoindexterOglethorpe May 2020 #3
For all we know, she had. A new will supersedes any old ones. So you're not protected pnwmom May 2020 #4
Yes. The real issue here is absolutely the unscrupulous lawyer. PoindexterOglethorpe May 2020 #7
A friend of mine had to go to court pnwmom May 2020 #8
Oh, dear. PoindexterOglethorpe May 2020 #9
The nurse got the man to sign a new will leaving her everything. pnwmom May 2020 #10
I sort of have to give her credit for good planning. PoindexterOglethorpe May 2020 #11
Isn't this illegal? Marrah_Goodman May 2020 #5
Richard Mellon Scaife's son and daughter are still DeminPennswoods May 2020 #6
Lawyer as beneficiary of a client's estate is prohibited in many states Jersey Devil May 2020 #12

jimfields33

(15,801 posts)
2. They should put time limits on wills
Mon May 4, 2020, 02:21 PM
May 2020

Once in a nursing home, will can never be changed. The lawyers MUST notify the executor of the previous will any changes. Possible tell the previous heirs they were taken out of the will so they can really ask mom, grandma, or whoever was taken out, so intentions can be guaranteed. So many ways to stop this.

PoindexterOglethorpe

(25,857 posts)
3. This is practically a textbook case of why people
Mon May 4, 2020, 02:41 PM
May 2020

need to make wills a fuck of a lot sooner than after they're in their nineties and have had a stroke.

Heck, a lot of people should be making their first will once they turn 21, and update it as needed. I've now had four different wills during my lifetime (I'm 71) although the first one wasn't until I was 40 or so. Life changes, including a divorce and a death triggered the most recent two.

Hey! All of you! Make a will. Do it now, or no later than next week.

pnwmom

(108,978 posts)
4. For all we know, she had. A new will supersedes any old ones. So you're not protected
Mon May 4, 2020, 02:49 PM
May 2020

just by having already done your will, if you become incapacitated and have an unscrupulous lawyer.

PoindexterOglethorpe

(25,857 posts)
7. Yes. The real issue here is absolutely the unscrupulous lawyer.
Mon May 4, 2020, 03:52 PM
May 2020

One thing I've done is to make sure that several extra people have either copies of my will or pertinent information. I can only hope that if I become incapacitated there will be people to look out for me and make sure some unscrupulous lawyer doesn't take over.

While I have assets considerably less than $1.5 million, a greedy person might still want them.

pnwmom

(108,978 posts)
8. A friend of mine had to go to court
Mon May 4, 2020, 03:55 PM
May 2020

because while her father was in the hospital during his final, months-long illness, he met a nurse who married him.

So there's another possibility!

PoindexterOglethorpe

(25,857 posts)
9. Oh, dear.
Mon May 4, 2020, 03:57 PM
May 2020

Of course, if the dad had a will in place already, and if he didn't update it after the marriage, the nurse wouldn't have gotten anything other than if the state they lived in required that spouses get something. Not all states do.

pnwmom

(108,978 posts)
10. The nurse got the man to sign a new will leaving her everything.
Mon May 4, 2020, 04:06 PM
May 2020

But the court did toss the whole thing out, so the children received the inheritance their parents had originally intended.

PoindexterOglethorpe

(25,857 posts)
11. I sort of have to give her credit for good planning.
Mon May 4, 2020, 04:09 PM
May 2020

But very glad to know that the court tossed it out and the kids got their inheritance. Sometimes good prevails.

DeminPennswoods

(15,286 posts)
6. Richard Mellon Scaife's son and daughter are still
Mon May 4, 2020, 03:29 PM
May 2020

battling over the updated will he initialed. The daughter (50s) has since passed away, but the fight continues.

Jersey Devil

(9,874 posts)
12. Lawyer as beneficiary of a client's estate is prohibited in many states
Mon May 4, 2020, 04:17 PM
May 2020

I have no idea why this isn't the law nationwide.

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