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My brother has POA for my mother. (He basically lives in her backyard and I live almost an hour away.) My mother has been showing signs of dementia for over two years, and in the last year and a half it's gotten significantly worse. She repeats herself and asks the same questions multiple times within a ten minute conversation, which is what my grandfather (her father) with Alzheimer's did. Last year she stopped having recollection of any recent events and earlier this year she can no longer remember any events from last year including my father (they're divorced, but still friends) being in the hospital for six months and almost dying. My question is, my brother, who I have distanced myself from due to his is underhanded actions, has POA for my mother's finances. I believe he may have talked my mother into changing her beneficiaries from he and I each receiving half of her very large estate to 100% for he and his wife. He has already coerced her into changing her attorney to an attorney near them in the sticks from the excellent attorney she had near me and no doubt had her change her will at that time. I have been documenting her behavior for over a year now and I have family including my son who is a doctor that can confirm her serious decline over the past two years with dementia. Since I have reason to believe that my unscrupulous brother has coerced my mother into changing her beneficiary to him 100%, can he legally get away with that? What legal recourse do I have after she passes? We live in WI, so I'm assuming WI law takes precedence. Thank you in advance for any advice.

Does she have an official medical diagnosis of dementia of any type? If she does then any changes made after that diagnosis would be suspect.
You can report your suspicions to APS or you can call your State's Elder Abuse Hotline number and they will investigate.
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Reply to Grandma1954
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JenInWI 15 hours ago
Thank you for your reply. What is APS? My mother was supposed to go for memory testing at a specialized clinic early last year that I was able to get her into and my brother made her cancel it. She doesn't talk to her doctor about it and she refuses to accept that she has memory issues, so there's no official diagnosis. I believe they're preventing that from being documented in her medical records. The only medical expertise available is from my son who is a physician and trained in recognizing memory issues. I've been taking notes and recordings for over a year as well. That and the fact that her father had early onset Alzheimer's in his 60's should be enough in my opinion, but I'm looking for legal advice if anyone has some.
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You have no legal recourse. You can certainly delay things by paying your own attorney to contest a will once mom passes, but you would be unlikely to win. In all honesty, your brother is well aware you are waiting in the wings, and IF he were able to coerce such a thing (big IF there) then he would be certain to have this will well written when he and mom went to the new attorney.

The law of the state where your mother lives and dies is the law that will prevail.

Now as to what you can know now? Essentially nothing that isn't willingly shared with you. If you have PROOF of abuse, you can pay an attorney to investigate and attempt to get brother brought before the courts to present his POA documents and records.
Big bucks for the attorney there, and he/she will be happy to see you. If this is done without proof and you are wrong you may be accused of harassment and defamation and etc. But that's all perhaps.....

You are taking all of this on supposition? You seem to have no proof. And why would you imagine such a thing? Could it be because it is your brother and SIL managing all care, watching over your mom, insuring that your Mom can stay in her own home? Is it because the are POA by HER request (your mom's) and are doing that onerous and difficult work?

It seems to me clear that you do not like you brother or your SIL. That is sad. They are caring for your mom and she is exceptionally lucky in having that care which would cost her between 5,000 and 20,000 per month in a nursing home. I admit to a deep prejudice in favor of care-taking children

It's my humble opinion that any money and property should be left to the caregivers. I know that you don't live in close proximity, but were I you I would be doing all I could to assist brother and SIL in caring for your mother. But that's me, and you must make decisions for yourself. I think that if this is a large estate, and if you hope to partake in the proceeds of it after mom's death, then perhaps the best road to that is to be the best sister, sil and daughter who ever lived. The kindest and most thoughtful and loving.

I wish you the best.
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APS is Adult Protective Services.

Since your mother has not been diagnosed with dementia, you cannot prove, or even claim, she was coerced into doing anything, especially that you don't even know for sure anything "underhanded" took place.

Speak to an Elder Care attorney BEFORE mom passes away, that's my suggestion. In case he has any ideas for you, as we are not knowledgeable about the laws in your state.

Best of luck.
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