Partnership agreements routinely restrict the assignment of ownership interests unless the remaining partners consent to the transfer. Many of those Partnership transfer clauses allow for transfer without consent if the assignment is to a family member or acquisition is through the right of inheritance.
This matter of Guardianship of an adult was considered by the lower Court under the Mental Health Code, not EPIC. In a published opinion, the Court of Appeals covers many issues which would be helpful to the practitioner. In removing mom as co-guardian, the panel said, “the hatred among the parties is very obvious and not in the best interest of (the ward).”
Kemp Klein Attorneys Joseph P. Buttiglieri and Robert S. Zawideh successfully represented the the plaintiffs in a case in which they were disinherited. After hotly contested litigation, all the parties agreed to a 60/40 split of the estate, with the 40% group (who weren’t in the final will).
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